Broker Check


Freeman Heyne Partners

Freeman Heyne Toma's teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We specialize in creating a plan that is specifically designed to address your individual situation. Please feel free to contact any one of our experienced team members below to find out how we can help you reach your financial goals.


Brian Toma CFP®, AIF®, CEPA

Managing Partner/Investment Advisor Representative


Brian’s experience in the financial services industry began with Cetera Advisors LLC and SS&G Financial Services, one of the nation’s largest independent accounting and business consulting firms.

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Sarah Stewart CFP®, AIF®

Partner/Investment Advisor Representative


Sarah’s financial services career began with Fidelity Investments. She is a CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary® (AIF®), Registered Representative and Investment Advisor Representative.

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Bear's background in the financial services industry stems from seven years as an agency owner with Farmers Insurance Group and Farmers Financial Solutions.

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Joy Schlie, MBA

Investment Advisor Representative


Joy's career began 20 years ago in the insurance industry. She received her BA in Communications from the University of Cincinnati and her MBA from Xavier University. Joy creates customized plans with her clients and has extensive...

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Tom is a graduate of the University of Akron where he majored in Financial Services and minored in Entrepreneurship.

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Carmen joins FHT Advisors as the Chief of Staff. She has over a decade of experience in the Financial Services Industry with extensive experience assisting executives. Carmen graduated from Miami University with a Bachelor of Science...

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Teresa’s career in the financial services industry began in 1992 with Cetera Advisors LLC. Teresa has worked closely with Bruce J. Baker over the last 28 years as an Administrative Registered Representative through Cetera...

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Tammy is a graduate of University of Cincinnati, where she majored in Finance. After starting her career with Fidelity Investments as a Securities Trader, she came to Freeman Heyne Toma as a Client Relationship Manager. 

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Jennifer is a graduate of Northern Kentucky University where she majored in Finance. She began her career in the Financial Services industry in 2009 with Cetera Advisors LLC. She has worked as an Administrative Registered...

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Seann Schaller

Principal - Freeman Heyne Schaller Division


Seann, Principal and President of Freeman Heyne Schaller, leads the team to deliver both customized employer-sponsored benefit programs, and individual health insurance options.

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An honors graduate of the United States Military Academy at West Point and the University of Michigan Law School, Mike brings more than 40 years of investment advisory and retirement planning knowledge and experience.

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Donna advised individuals and businesses for over 30 years. Through strategic employee benefits planning and coordinated personal financial planning, she demonstrates her passion for improving companies.

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