Our Associates

 

David J. Callahan, Senior Financial Advisor

Dave Callahan has been a financial advisor since 1978, serving clients throughout Dayton and the United States. He has helped clients through the inflation years of the 70's, the bull market of the 80’s, the ’87 crash, the tech boom, the bear market between 2000 and 2002 up to the present day market conditions.

Dave started his career with Aetna Insurance Company and joined Shearson in 1981 as Second Vice President. He joined Dean Witter in 1990 as Assistant Branch Manager and Vice President of Investments. With the merger of Morgan Stanley, he then became Senior Vice President of Investments. In 2005, Dave opened his own practice, the Callahan Financial Management Group, LLC.

Dave is a Senior Financial Advisor serving individuals, corporate clients and professional athletes. He has a B.S. degree in Education from the University of Dayton and as a Financial Advisor, he focuses on Wealth Management and Retirement Planning.  Dave holds the required FINRA securities registrations, is licensed in life and health insurance and is also a member of the Wealth Advisor Institute.

Dave’s family consists of his wife Debbie, son Corey and daughter Colleen. He enjoys playing golf, exercising and soccer, as a past Springboro High School Girls Varsity Soccer Coach, intern coach with the University of Dayton Men’s Soccer Team and coach of various select travel soccer teams. 

Dave was a past board member of Sycamore Creek Country Club as well as a past member with the Centerville Noon Optimists, a non-profit organization for the benefit of youth in the community.

 


 

Corey J. Callahan, CFP(r) Financial Advisor

Corey graduated from the University of Dayton in 2006 with a Bachelors Degree in Finance.  Before joining the Callahan Financial Management Group, Corey worked as an intern with Morgan Stanley, a marketing assistant with Wells Fargo Advisors Financial Network, and as a mutual fund sales representative in Boston, MA with MFS Investment Management.

In April of 2008, Corey joined the Callahan Financial Management Group, LLC.  He has obtained his Series 7, Series 65, and Series 63 securities registrations.  Corey also holds licenses in Life, Health and Variable Annuities Insurance.

In May of 2012 Corey became a CERTIFIED FINANCIAL PLANNER™ professional.

Corey is a recipient of the Dayton Forty Under Forty award, class of 2015.  This award recognizes 40 of the region's brightest young professionals, all under the age of 40, for their leadership, accomplishments and contributions to the Dayton region.

Corey enjoys spending his free time traveling and playing golf.  He also is involved with several groups that focus on improving the local community.

 

 

*Dayton 40 Under 40: does not have selection criteria, and winners were chosen based strictly on the number of votes received from the public. Voters may have been allowed to vote more than once, and votes may have been cast by those who are not clients of Wells Fargo Advisors Financial Network. The award is not a recommendation or testimonial, and is not necessarily reflective of the past or future performance of the advisor, or of client satisfaction.

 


 

Stacy Lamme, Senior Administrative Assistant

Stacy Lamme joined Callahan Financial Management Group, LLC in December 2012. Stacy was previously employed with L. M. Berry for 9 years, and then with a State Farm Agency in Kettering for 18 years.

Stacy's responsibilities in working closely with clients include; handling new accounts, check deposits and distributions, servicing current client accounts and helping make sure client's financial needs are met on a daily basis.

Stacy lives in Springboro with her husband Robert of 30 years. They have two sons, Mitchell and Max.