Dave Callahan is Principal, Managing Director and Financial Advisor of the Callahan Financial Management Group, LLC in Dayton, OH.  He has over 46 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 earned the distinction of Wells Fargo Advisors Financial Network Platinum Council for 17 straight years from 2007-2023, and he has also served on and contributed to the License Advisory Board for the Wells Fargo Advisors Financial Network.

The Callahan Financial Management Group, LLC was recognized on the Forbes 2024 and 2023 Best-in-State Wealth Management Teams Lists.

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 of the non-profit organization, The Centerville Noon Optimists, he served to benefit the youth in the local community.  

Dave resides in Dayton, Ohio with his wife, Debbie.  During his free time, Dave enjoys exercising, golf and traveling.  

 

* The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
* 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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.

Recognized by Forbes Magazine as a Best-in-State Top Next-Gen Wealth Advisor in 2023, Corey has had the privilege of being a trusted advisor to the CFMG, LLC client base.

The Callahan Financial Management Group, LLC has also been named as a Best-in-State Wealth Management Team in 2023 and 2024.

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

 

* 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
* 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Keith graduated from the University of Dayton in 2004 with a Bachelor’s Degree in Sports Management.  He is a Dayton native, graduating from Alter High School before earning his degree and playing his way into the basketball Hall of Fame at The University of Dayton.  After graduating, Keith enjoyed a successful professional basketball career, playing for nine years overseas in Spain, Italy and Germany.  Upon retiring from the court, Keith became a medical device sales representative with Stryker Orthopedics providing services to medical professionals and doctors in the Dayton region. 

In October of 2019, Keith joined the Callahan Financial Management Group, LLC.  As a Financial Advisor, he holds the Series 7 and Series 66 securities registrations and is licensed in Life, Health and Variable Annuities Insurance. 

The Callahan Financial Management Group, LLC was recognized on the Forbes 2024 and 2023 Best-in-State Wealth Management Teams Lists.

When he is not working, Keith continues to devote time to the University of Dayton by doing color commentary and post-game shows for men’s basketball.  He also stays quite involved with his community by coaching middle school basketball and by supporting numerous organizations that benefit the schools in his area.   

Keith is an avid sports fan and in his free time enjoys staying active, playing golf and spending time with his family.  Keith currently resides in Anderson Township with his wife Chrissy and their three kids, Donovan, Lola and Lucy.

* 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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 40 years. They have two sons, Mitchell and Max along with his wife Cori.

Sara Gallagher joined the Callahan Financial Management Group, LLC in October of 2017.  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 two children, Colton and Madalyn.  She enjoys spending time with her family, being active outdoors and traveling.

Julie Haywood joined the Callahan Financial Management Group as a Client Service Associate in August 2024 when she returned to the Dayton area where she was raised.

Julie brings a wealth of experience in financial support roles. Prior to this role, Julie was a Client Service Associate at UBS Financial Services in Lexington, KY. She supported UBS financial advisors with account opening and maintenance requests and enjoyed building trusted client relationships.

Before starting in financial services, Julie worked at two CPA firms in Lexington where she helped clients with their payroll, bookkeeping and tax compliance needs.

An educator by training, Julie began her career as a math teacher at public schools in Georgia and Ohio. She also homeschooled her three sons for many years.

Julie graduated from Centerville High School and earned a B.S. in Education at Miami University.