Our Associates

 

David J. Callahan, Senior Financial Advisor

Dave Callahan is Founder, Principal and Senior Financial Advisor of the Callahan Financial Management Group, LLC in Dayton, OH.  He has over 40 years of experience in the financial services industry serving individual and corporate clients in Ohio and across the country. 

After graduating from the University of Dayton, Dave worked for Shearson as Second Vice President before joining Dean Witter as an Assistant Branch Manager and VP of Investments.  Following the merger with Morgan Stanley, he served as Senior VP of Investments for over two decades.  In 2005, Dave moved his team and launched the Callahan Financial Management Group, LLC.  His focus is providing clients with a broad array of wealth management services along with exceptional client service.

Dave has earned the distinction of Premier Advisor with Wells Fargo Advisors Financial Network for the past 11 years and he has also served and contributed to the License Advisory Board for the Wells Fargo Advisors Financial Network.

In his time spent out of the office, Dave enjoys staying active in the community helping different youth organizations and serving on various boards and committees.  He has been a past coach of the Springboro High School Girl’s Varsity Soccer Team as well as an intern coach with the University of Dayton Men’s Soccer Team.  As a past member with the non-profit organization, The Centerville Noon Optimists, he served to benefit the youth in the local community.  He is also the founder of the Callahan-Gavin Girl’s Soccer Scholarship at Springboro High School.

Dave resides in Centerville, Ohio with his wife Debbie.

 

* The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production, completion of educational components and professionalism.

 


 

Corey J. Callahan, CFP® Financial Advisor

Corey graduated from the University of Dayton in 2006 with a Bachelor’s 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 Business Journal’s 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.

 

* The 2015 Dayton Business Journal’s Forty Under 40 Award is awarded by a panel of independent judges reviewing nominees professional accomplishments, community leadership, and awards and milestones. Investment performance is not a criterion.

 


 

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.

 


 

Sara Gallagher, Marketing Director

Sara Gallagher joined Callahan Financial Management Group, LLC in October of 2017 as Marketing Director.  Sara is a graduate of the University of Nebraska – Lincoln with a Bachelor’s Degree in Marketing.  She then continued her education with an MBA from Morehead State University.

Sara was formerly employed as the Office Manager for Krush Technologies in Dayton, OH.  Prior to that, she was the Director of Volleyball Operations at the University of Kentucky and Director of Events for Conference USA in Irving, TX.    

Sara lives in Centerville with her husband, Stephen, and son, Colton.  She enjoys spending time with her family, traveling and being active outdoors.