Freeman Heyne Financial Advisors Announces Brian Toma, CFP®, AIF®, as New Managing Partner and Owner
January 29, 2018
Freeman Heyne Financial Advisors Announces Brian Toma, CFP®, AIF®, as New Managing Partner and OwnerStrongsville, Ohio – January 3, 2018 – Freeman Heyne Financial Advisors announces that Brian Toma, CFP®, AIF®, has been named new managing partner and owner. Toma will continue to lead the firm in the direction that clients have come to expect, with an added focus on enhancing the overall client experience. The company name has been updated to reflect this new transition and will now be Freeman Heyne Toma Financial Advisors. A shortened website name will be used as well, FHTAdvisors.com, for further ease and convenience.
The financial firm will now be named Freeman Heyne Toma Financial Advisors
“It is truly an honor for me to take the reins of a firm that means so much to me,” said Toma. “I have been working with this group of people and clients for more than 15 years now and have worked closely with the founders in anticipation of this next step for Freeman Heyne Toma Financial Advisors. I look forward to continuing to work with our clients and providing the same level of service they have grown to expect, as well as enhancing the client experience through additional technology and communication initiatives. While I’m sure the transition will go unnoticed by many, I am truly excited for this new role and the future of Freeman Heyne Toma Financial Advisors.”
Brian will lead the day-to-day operations of the firm as well as work with clients on managing investments and financial planning. Donna Freeman and Mike Heyne, the former owners and managing principals, will remain part of the team of advisors working at the firm, and Sarah Stewart will remain a partner, managing the Cincinnati branch office of Freeman Heyne Toma Financial Advisors. All other current team members remain in their same client and firm roles.
“I have known Brian for a very long time and have enjoyed working with him and watching him grow into what I believe to be the finest advisor I’ve worked with in my career. We have always known that he wanted to own this firm and have been preparing him for this role since day one,” said Heyne.
“I am excited about his drive and perspective and am confident that he will continue to serve the firm and our clients well as he has for so many years,” said Freeman. “Michael and I look forward to continuing to work alongside him with our clients and watching him excel in this new role.”
About Freeman Heyne Toma Financial Advisors
Freeman Heyne Toma LLC (formerly Freeman Heyne) is an independent financial services firm located in Strongsville and Cincinnati, OH adhering to fiduciary standards, providing advice and recommendations that are in the clients’ best interest. Brian Toma, CFP®, AIF®, is managing principal and owner whose mission is to guide individuals, families, and small businesses to enrich their quality of life and financial well-being. Freeman Heyne Toma Financial Advisors is comprised of a team of highly credentialed financial advisors with the experience to deliver a wide-range of customized financial management solutions, including financial planning, investment management, cash flow management, insurance planning and estate planning. For more information about Freeman Heyne Toma Financial Advisors, visit www.FHTAdvisors.com or call 888-858-5122.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA,SIPC. Cetera is under separate ownership from any other named entity.
Brian Toma, Principal