Your Investment Committee is an interdisciplinary working group charged with evaluating current and potential investment products and strategies to find the best possible fit for the investment objectives of our clients. Together, this committee establishes investment objectives and policies, sets performance criteria and monitors investment performance on an ongoing basis to ensure conformity with the expectations of the Committee and your best interests. The Committee’s goal is to establish a prudent process to manage investment strategy across a client base with diverse needs and goals. Further, the committee will fully leverage our expertise within Howard Bailey and our relationships outside of Howard Bailey to maximize value for our clients.

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Marshal johnson
Casey Weade, CFP®, CLU®, CHFC®, RICP®
Chief Executive Officer

As the sole-owner of Howard Bailey Financial, Inc., Casey has developed a proprietary planning process known as the Retire With Purpose Framework. Casey leverages his experience of holding diverse roles within the financial industry over the last 15+ years in leading the business as CEO. He has been featured in national media outlets, including The Wall Street Journal, Fox Business, and CNBC. Additionally, Weade hosts the weekly Retire With Purpose radio and TV shows, which air across the Midwest, as well as the national Retire With Purpose Podcast. He also turned his inspiration for developing Howard Bailey’s financial planning framework into his latest book, Job Optional*, which reached #1 on the Amazon Best Seller List in Retirement Planning, and #5 on the Wall Street Journal Nonfiction eBook Best Seller List. Casey is a Finance graduate of Stetson University, also earning several financial designations include earning his Certified Financial Planner™ (CFP®) and Retirement Income Certified Professional (RICP®) certifications, as well as his Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations. In addition, he is an Investment Advisor Representative (IAR), is licensed in life, accident, and health insurance, and is also Long-Term Care Certified.

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Chief Operating Officer
Matt Chambers, MBA

Experience: 25+ Years
Alma Matter: University of Wales Trinity Saint David
Expertise: Financial industry technology, private equity, hedge funds and operational due diligence.

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Chief Compliance Officer
John Harper, J.D.

John is Howard Bailey’s General Counsel and Chief Compliance Officer. He holds a Juris Doctor (J.D.) from the University of Florida Levin College of Law and is currently pursuing a Master of Laws in Securities and Financial Regulation from Georgetown University. Before joining Howard Bailey, John twice interned with the Securities and Exchange Commission, working with the Division of Enforcement (Miami Regional Office) in 2019 and with the Division of Trading and Markets, Office of Clearance and Settlement (Washington D.C. Office) in 2020.

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Vice President
Marshal Johnson, CFP®

Marshal leverages over 15 years of experience as a financial planner to develop proactive and innovative solutions for high net worth families spanning the areas of investment, tax, income and estate planning. He leads the advisory team at Howard Bailey, which amplifies his passion for coaching and teaching. Marshal graduated from Indiana University with a Bachelor's degree in Business Administration, as well as holding his Certified Financial Planner (CFP) designation. Marshal is also an Investment Advisor Representative (IAR) and is life, accident and health insurance licensed.

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Annuity Analyst
Nick Gitto, MBA, CFP®

Nick has been supporting advisors across the country for nearly a decade, collaborating as a product and advanced planning professional. Nick graduated Washburn University with a bachelor's degree in Business Administration as well as a Masters of Business Administration. He has also received his Certified Financial Planner (CFP) designation. He leverages his knowledge and experience to find the best solutions that fit our clients’ goals and objectives.

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Investment Analyst
Ben Sullivan, CFA®, CFP®

Ben relies on over a decade of investment management and accounting experience combined with a rigorous academic background. Ben interacts daily with advisors and clients across the country to provide meaningful solutions to retirees as they navigate the myriad of needs they have and the problems they face. Ben graduated from York College in Nebraska with an accounting background all while playing collegiate soccer. Ben’s specialties include asset management, investment due diligence, financial planning, tax management and key client relationship management. Ben holds his Chartered Financial Analyst (CFA) designation, one of the highest distinctions in the investment management profession, as well as his Certified Financial Planner (CFP) designation.

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Founder & CEO

As the sole-owner of Howard Bailey Financial, Inc., Casey has developed a proprietary planning process known as the Retire With Purpose Framework. Casey leverages his experience of holding diverse roles within the financial industry over the last 15+ years in leading the business as CEO. He has been featured in national media outlets, including The Wall Street Journal, Fox Business, and CNBC. Additionally, Weade hosts the weekly Retire With Purpose radio and TV shows, which air across the Midwest, as well as the national Retire With Purpose Podcast. He also turned his inspiration for developing Howard Bailey’s financial planning framework into his latest book, Job Optional*, which reached #1 on the Amazon Best Seller List in Retirement Planning, and #5 on the Wall Street Journal Nonfiction eBook Best Seller List. Casey is a Finance graduate of Stetson University, also earning several financial designations include earning his Certified Financial Planner™ (CFP®) and Retirement Income Certified Professional (RICP®) certifications, as well as his Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations. In addition, he is an Investment Advisor Representative (IAR), is licensed in life, accident, and health insurance, and is also Long-Term Care Certified.

Marshal johnson Marshal johnson
VICE PRESIDENT

Marshal leverages over 15 years of experience as a financial planner to develop proactive and innovative solutions for high net worth families spanning the areas of investment, tax, income and estate planning. He leads the advisory team at Howard Bailey, which amplifies his passion for coaching and teaching. Marshal graduated from Indiana University with a Bachelor's degree in Business Administration, as well as holding his Certified Financial Planner (CFP) designation. Marshal is also an Investment Advisor Representative (IAR) and is life, accident and health insurance licensed.

process known as the Retire With Purpose Framework. Casey leverages his experience of holding diverse roles within the financial industry over the last 15+ years in leading the business as CEO. He has been featured in national media outlets, including The Wall Street Journal, Fox Business, and CNBC. Additionally, Weade hosts the weekly Retire With Purpose radio and TV shows, which air across the Midwest, as well as the national Retire With Purpose Podcast. He also turned his inspiration for developing Howard Bailey’s financial planning framework into his latest book, Job Optional*, which reached #1 on the Amazo