Yunet Calderon Joins Howard Bailey Financial® Team
Howard Bailey Financial® is pleased to announce that Yunet Calderon has joined its growing team as a Client Relationship Specialist.
Jenn Remus Joins Howard Bailey Financial® Team
Howard Bailey Financial® is pleased to announce the hiring of Jenn Remus, who joins the team as an Impressions Specialist. Remus will be an integral part of the Howard Bailey Team, bringing her 20+ years of administrative experience to the Mishawaka office.
Howard Bailey Financial hosts client appreciation event at Notre Dame with Heisman winner Tim Brown
More than 100 clients and guests of Howard Bailey Financial® gathered for a memorable evening at the University of Notre Dame, where Heisman Trophy winner and NFL Hall of Famer Tim Brown took center stage as the featured guest at a special client appreciation event.
Tessa Doll Passes Series 65
Howard Bailey Financial® is proud to announce that Tessa Doll, Advisory Team Associate at the firm’s Mishawaka location, has successfully passed the Series 65 exam—a significant professional milestone that underscores her commitment to serving clients with excellence.
Howard Bailey Financial® celebrates grand opening of new Carmel office
Howard Bailey Financial® recently celebrated the grand opening of its newest office in Carmel with an open house event. Located downtown, the expansion marks the firm’s fifth location in the Midwest and continues its commitment to providing personalized financial planning services across the region.
Angela Hays Joins Howard Bailey Financial® Team
Howard Bailey Financial® is proud the addition of Angela Hays to the team as an Impressions Specialist for the office in Brownsburg, IN. Known for her positive attitude, strong attention to detail, and collaborative spirit, Hays is passionate about connecting with people and delivering seamless support for teams and events.
Senior Financial Advisor Reid Braun Earns ChFC® Designation
Howard Bailey Financial is proud to announce that Senior Financial Advisor Reid Braun has earned his Chartered Financial Consultant® (ChFC®) designation — a mark of advanced education in comprehensive financial planning.
Howard Bailey Financial® Opens Fifth Location
Howard Bailey Financial® is proud to announce the opening of its newest office in Carmel, IN. This marks the firm’s fifth location in the Midwest, reinforcing its commitment to helping individuals and families navigate their financial futures with more confidence.
Howard Bailey Promotes Fager to Director of Communications
Howard Bailey Financial is pleased to announce the promotion of Lynette Fager to Director of Communications. With over 15 years of experience in communications, ranging from content creation to publishing to public relations to marketing, Fager brings her expertise to further Howard Bailey’s mission of helping others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies.
Trae Hassebroek Joins Howard Bailey Team
Howard Bailey Financial is thrilled to announce the addition of Trae Hassebroek as an Advisory Team Associate. In this role, Hassebroek will provide vital support to the advisory team, assisting clients in the Brownsburg office with the development of their personalized retirement plans.
Eindra Maung Joins Howard Bailey Team
Howard Bailey Financial is excited to announce the addition of Eindra Maung as Creative Marketing Coordinator. In this role, Maung will combine her expertise in production design with her skills in project management to ensure the smooth flow of marketing initiatives from concept to completion.
Tolson Continues Education, Passing Life & Health
Howard Bailey Financial is pleased to announce that Jamie Tolson, FPQP®, Client Service Specialist in the Fort Wayne Office, has successfully passed her life and health insurance licensing exam.