Broker Check

Team

Freeman Heyne Partners

Freeman Heyne'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.

 
Donna has been advising 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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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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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’s career in the financial services industry began with Fidelity Investments. She is a CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary® (AIF®), Registered Representative and Investment Advisor Representative.

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After a successful career providing sales and marketing services to the medical and automotive industries, both as a regional sales director and business owner, Kraig decided to enter the financial services industry in 2007.

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

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Teela Myers

Client Relationship Manager

513-878-2428

513-489-8626

Teela started with the Freeman Heyne team as a Client Relationship Manager in 2016. Prior to joining Freeman Heyne, Teela spent nine years with Citi Group in their Financial Customer Service Department. She earned her Psychology Degree...

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Dave Hahn

Client Relationship Manager

513-792-8050

513-489-8626

A native of Jackson, Ohio, Dave is a graduate of Wright State University where he attained his Bachelor of Science degree in Finance. After working in the precious metals industry as a client relations specialist, Dave made the...

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Tammy Hafner

Client Relationship Manager

513-792-8051

513-489-8626

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 as a Client Relationship Manager. Upon starting her...

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Carly Houze

Administrative Assistant

513-878-2429

513-489-8626

Carly joined Freeman Heyne in 2016 after spending time as a Retail Banker with CitiBank. She is currently working toward her degree in Accounting through Florida Atlantic University. We are delighted to have her on the staff to assist...

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Seann Schaller

Principal - Freeman Heyne Schaller Division

513-878-2434

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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Mark Rowlands

Principal - Freeman Heyne Healthcare Consulting Division

513-712-2006

Mark brings over 20 years of business development experience to Freeman Heyne. Since 1993, Mark has focused on Healthcare and Medical Practice development.

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