Careers with Purpose

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Say hello to the team who will coach you through your financial goals.

Service Advisory Team

Your Service Advisor is your Financial Advisor's right-hand aid. They will be implementing changes to your retirement plan, assisting you with questions regarding your accounts, and working behind-the-scenes to ensure your plan stays on course.

Impressions Team

The Impressions Team is your first Howard Bailey point of contact. If you have questions about your accounts or need to schedule an appointment, they'll quickly assist you or connect you with someone who can help.

Operations Team

The Operations Team ensures the world of Howard Bailey flows as flawlessly as possible. They manage Human Resources, monitor team processes and focus on ways to grow and evolve our ongoing commitment to both staff and clients.

Casey weade howard bailey president advisor Casey weade howard bailey president advisor
Casey B. Weade, CFP®, RICP®, CLU®, ChFC®
CEO and Chief Visionary

A fulfilling life begins with pinpointing your purpose. Casey Weade, CEO and Chief Visionary of Howard Bailey Financial, learned this firsthand when he achieved financial independence in his late 20s, unsure of how utilize his newfound financial freedom. With his focus no longer needing to be on money, the mindset around not only his career, but his life in its entirely shifted.

“That was the moment I realized all of my goals had always been about the collection of money and things”, said Weade. “They were void of those most meaningful moments in life.”

For Weade, those moments included time spent with family, being present with his wife and kids and serving the community. He considered what it might look like to take an early retirement, but that didn’t mirror his passion. He reflected on his “why” in life. What did he stand for? Weade knew his purpose was to serve others, and discovered there was a way he could continue to carry that out.

“I realized that giving back doesn’t mean you’re just giving money away to charity,” Weade said. “You can be most effective by utilizing those gifts you have – For me, that was finances; Getting money, making money, investing, financial planning and goal setting. I uncovered a framework that I used in my own financial life, and without even really thinking about it, I structured a framework that delivered this financial freedom.”

Weade developed the Howard Bailey propriety planning process, known as the Retire With Purpose™ Framework. This framework reflected Casey’s belief that all retirement plans should be driven by meaning and purpose, because without purpose, we lack direction.

After years of growing up in the financial world alongside his father and meeting with clients of his own, Weade realized that many people aren’t prepared for the transition into retirement. They spend time thinking about money, but don’t consider the emotional effects of leaving the workforce – the loss of identity, or feeling of “what’s next?” He wanted to help people find their purpose and financial confidence.

Through his role as president of Howard Bailey Financial, Casey now focuses on educating others on how to find fulfillment and financial independence. 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. The book was structured as an easy-to-understand guide to pinpointing your purpose, reaching financial freedom, and having the choice to never work again.

“Once you get to that Job Optional status, once you have that financial confidence, you’ll be amazed by what changes in your life,” Weade said. You’ll be amazed by the impact you can have in the world.”

Casey continues to prioritize serving, guiding and educating others every day, as well as making his own education a priority. As a Finance graduate of Stetson University, Casey has also earned several financial designations. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified ProfessionalÒ (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.

When he isn’t helping others find financial freedom, Casey enjoys spending time with the people who bring him the most joy: His wife, Chelsie, and three children; Calvin, Carver and Chloe. He also enjoys hunting, fishing, golfing and staying active with friends and family. His time is intentional, and filled with purpose. Because a life with purpose, is one of fulfillment.

Investment Advisory Services offered through Howard Bailey Securities, LLC, a registered investment advisor. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Howard Bailey FinancialTM does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark and the ChFC®is the property of The American College, which reserves sole rights to its use, and is used by permission.

Marshal johnson howard bailey advisor vice president Marshal johnson howard bailey advisor vice president
Marshal N. Johnson, CFP®
Vice President

Marshal Johnson, CERTIFIED FINANCIAL PLANNER™ and Vice President of Howard Bailey Financial, has been an independent financial advisor since 2007. He is the co-host of the Retire with Purpose Radio Hour in Fort Wayne and South Bend, co-host of the Friday Weekend Reading editions of the Retire with Purpose Podcast, and co-host of the Weekend Reading for Retirees segment on the weekly Retire with Purpose TV Show.

Marshal develops proactive and innovative solutions for individuals and families through education and comprehensive planning. He has a passion for helping others confidently take control of their financial lives, especially when life transitions create questions and concerns.

In addition, The Greater Fort Wayne Business Weekly recognized Marshal as a Forty Under 40 honoree, which is awarded to young professionals who are making a positive impact at work and in the community they serve. Qualifications for the recognition can be found here.

Marshal graduated from Indiana University with a bachelor’s degree in business administration. He holds his Series 65 securities license, and is life, accident and health insurance licensed.

Marshal's Meaning and Purpose:

"My purpose is to inspire, enrich, and empower those I love and serve. I create meaning though deep, personal connections and experiences."

Investment Advisory Services offered through Howard Bailey Securities, LLC, a registered investment advisor. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Howard Bailey FinancialTM does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Rob mccoy howard bailey advisor Rob mccoy howard bailey advisor
Rob McCoy, CFP®
Financial Advisor

Robert McCoy, CFP®, is a lifelong learner — he prioritizes continuing education a top priority to maintain leading-edge thinking. Rob holds his Series 65 Securities License administered by FINRA, and is life, accident, and health insurance licensed.

Rob graduated from Indiana University with a Bachelor’s Degree in Business, then took on several diverse career experiences that prepared him for his current role as a CFP.

Outside of the office, Rob enjoys spending time with his wife, Amy, and their two boys, Owen and Caleb. He also believes in giving back and donates his time to various nonprofit organizations in Fort Wayne.

Rob's Meaning and Purpose:

"My purpose is putting the needs of my family first; a value that I also carry over in to my profession. I create meaning through my uncompromising commitment to understanding the specific goals and dreams of my clients. My dedication allows me to create plans with meaning and purpose that lead to a lifetime of security."

Investment Advisory Services offered through Howard Bailey Securities, LLC, a registered investment advisor. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Howard Bailey FinancialTM does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Reid braun howard bailey advisor Reid braun howard bailey advisor
Reid Braun
Financial Advisor

Reid Braun places a high priority on ensuring each client has a retirement plan that is truly customized to their goals and dreams. His passion for promoting financial literacy allows him to bring an easy-to-understand approach when talking in technical financial terms. Reid believes that educating clients is just as important as educating himself.

Prior to joining Howard Bailey, Reid developed his career in retirement planning at two financial firms in the Fort Wayne area, which prepared him for his current role as Financial Advisor. Reid graduated from Indiana University with a Bachelor’s degree in Management and minors in Political Science and Business Administration.

Reid is a lifelong learner, and believes that continued education drives his approach to retirement strategies. He obtained his Series 65 securities license and is also life and health insurance licensed. In addition, Reid is establishing his Chartered Financial Consultant® (ChFC®) designation and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) candidate.

In his free time, Reid volunteers with Big Brothers Big Sisters of Northeast Indiana, and enjoys golfing, cooking, tasting new cuisines and cheering on Indiana University basketball.

Reid's Meaning and Purpose

"My purpose is to help families that need guidance. I create meaning by sharing my knowledge of retirement and finance with the local community."

Investment Advisory Services offered through Howard Bailey Securities, LLC, a registered investment advisor. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Howard Bailey FinancialTM does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

Christopher horoky howard bailey advisor Christopher horoky howard bailey advisor
Christopher L. Horoky
Financial Advisor

Christopher Horoky has dedicated his 15+ years in the financial industry to helping pre-retirees and retirees across Northern Indiana achieve financial security and focusing on their overall financial well-being. His passion for investing first developed at the age of 8 when he teamed up with his brother and turned a small paper route into a 160-household business.

In 1995, Christopher graduated from Ball State University with a bachelor’s degree in both corporate finance and financial institutions. Through his college career, he expanded his knowledge and passion in investment research and began to master the art of developing comprehensive financial strategies.

With more than a decade of experience, Christopher brings an invaluable amount of knowledge to Howard Bailey. In addition to being a CERTIFIED FINANCIAL PLANNER™ (CFP®) candidate, he is an Investment Adviser Representative and is life, accident and health insurance licensed. His continual focus on understanding the needs of his clients allows him to develop custom retirement plans that last a lifetime.

While outside of the office, Christopher enjoys spending time with his family, golfing, going out on the boat, traveling and volunteering at local youth charities, such as the Boys & Girls Club.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

"My purpose is to ensure people have a 'plan-b' in life, no matter what their situation is. I create meaning through helping others discover the value of utilizing one another as resources to stay centered in life."

Investment Advisory Services offered through Howard Bailey Securities, LLC, a registered investment advisor. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Howard Bailey FinancialTM does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

Ryan nuechterlein howard bailey advisor Ryan nuechterlein howard bailey advisor
Ryan Nuechterlein
Financial Advisor

With his philosophy of putting clients’ needs first, Ryan Nuechterlein truly hones in on creating custom retirement plans that help transition his clients into retirement with security and independence.

After receiving his bachelor’s degree in political science from Indiana University in 2003, Ryan started his career in consulting, helping business owners improve market share and operational efficiencies through rigorous research and continuous client engagement. This ‘client first’ mentality then stuck with Ryan as he transitioned into the financial services industry in 2012.

In addition to being a CERTIFIED FINANCIAL PLANNER™ (CFP®) candidate, Ryan is an Investment Adviser Representative and is life, accident and health insurance licensed.

Outside of the office, Ryan enjoys golfing, reading and spending time with his wife, Christi, along with their four children: Cameron, Liam, Bridget and Ella.

"My purpose is to serve my family and clients in a manner consistent with my beliefs to effectively provide support. I create meaning by believing that better always exists. The pursuit to become better, with or without victory, means that I am always striving for a more defined and meaningful purpose."

Investment Advisory Services offered through Howard Bailey Securities, LLC, a registered investment advisor. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Howard Bailey FinancialTM does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

Brad simich howard bailey advisor Brad simich howard bailey advisor
Bradley Simich
Financial Advisor

Bradley Simich prioritizes placing client needs first at the core of his financial advising philosophy. His focus on helping pre-retirees and retirees design custom retirement strategies coincides with the Howard Bailey mission of retiring with purpose

After serving in the U.S. Marine Corps in Oahu, Hawaii, for 9 years, Bradley moved to Indiana and transitioned into the financial services industry. This shift allowed him to take his sole purpose as a Marine — to protect and provide security — and apply it to a financial advisory role, helping to safeguard the lifelong savings of his clients. As part of the Howard Bailey team, Brad is most passionate about being able to help families plan and prepare for the retirement they’ve always dreamed of.

Bradley obtained his Bachelor’s degree in Management/Leadership from American Military University. In addition, he is a CERTIFIED FINANCIAL PLANNER™ (CFP®) candidate, Investment Adviser Representative, and is life and health insurance licensed.

Outside of the office, Brad enjoys spending time with his wife, Jessica, their two sons; Blayke and Braylon, and three dogs. He also SCUBA dives when he has the opportunity to and is a PADI Certified Divemaster.

"My purpose is to create financial plans that allow families to live dreams they never believed to be possible. I create meaning through developing relationships with the families I partner with as well as being intentional about supporting my fellow team members."

Investment Advisory Services offered through Howard Bailey Securities, LLC, a registered investment advisor. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Howard Bailey FinancialTM does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

Brad smock howard bailey advisor Brad smock howard bailey advisor
Brad Smock
Financial Advisor

Since 2002, Brad Smock has cultivated his passion for developing lifelong client relationships by providing enhanced educational support, top-level service and a purposeful planning approach to help individuals retire with confidence. His extensive background in relationship management and experience in advisory team leadership allows him to leverage a unique perspective on planning for retirement by acting as a financial coach for each client. Prior to developing a successful financial strategy, Brad starts with identifying the purpose that drives the ideal retirement for each individual client.

Brad graduated from Purdue University in 2001 with a Bachelor of Arts and Science degree in Leadership and Supervision, and started his career in the financial field in Northeast Indiana. His growth in both leadership and management developed while working at two local insurance agencies, which enabled him to launch an insurance consulting company in 2017. During this time, Brad obtained his Series 65 securities license, as well as his license in life and health insurance. In addition, Brad is a CERTIFIED FINANCIAL PLANNER™ (CFP®) candidate, and continues to evolve his education to stay ahead of the ever-changing financial landscape.

When he’s not providing financial guidance, Brad enjoys spending time with his two sons, Cohen and Cooper, and his wife, Angie. Brad is a baseball coach and the Vice President of Northern Indiana Elite Baseball. He takes pride in having the opportunity to develop young people on and off the field by teaching leadership skills and the importance of effort and hard work.

"My purpose is to be fully committed and intentional about giving my all to lead and inspire others. I create meaning by assisting others in hopes that they find their own purpose and live more fulfilled lives."

Investment Advisory Services offered through Howard Bailey Securities, LLC, a registered investment advisor. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Howard Bailey FinancialTM does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.

Jenn howard bailey service advisor Jenn howard bailey service advisor
Jenn
Service Advisor

"My purpose is to serve with integrity, to be useful and reliable, and to build trust through my professional knowledge. I also find purpose in demonstrating to others that their needs matter. I create meaning by actively and holistically balancing my time among work and family with my beliefs. The satisfaction and result of productivity allow me to give and provide security and stability."

Rachel howard bailey service advisor Rachel howard bailey service advisor
Rachel S.
Service Advisor

"My purpose is to ensure our clients know they are truly valued and that any business I work on for them is handled with care. : I create meaning by treating our clients as if they were my own family. I know how I would want my family members to be treated, so I use that perspective to create meaningful client relationships."

Caitlyn howard bailey financial client success officer Caitlyn howard bailey financial client success officer
Caitlyn
Client Success Officer
Jason howard bailey client service concierge Jason howard bailey client service concierge
Jason
Client Service Concierge

"My purpose is to help others- assisting and being present for other people is very rewarding. I create meaning by experiencing and learning new things to help provide growth for others."

Karissa howard bailey client service concierge Karissa howard bailey client service concierge
Karissa
Service Advisor

"My purpose is to be a team-player while working quickly, diligently, and efficiently for the best client outcomes. I aim to be compassionate and empathetic to meet and prioritize each clients’ individual needs. I create meaning by building a trustworthy relationship with clients and ensuring they do not feel as though they are just a number. Bonding with clients and elevating their experience fulfills me."

Rachel howard bailey client service concierge Rachel howard bailey client service concierge
Rachel L.
Paraplanner

"My purpose is to help others feel heard and provide a listening ear to those who may not have others to talk to. I create meaning by volunteering for Big Brothers Big Sisters and providing a support system for my little."

Brad howard bailey client concierge Brad howard bailey client concierge
Brad
Client Service Concierge
Tammy howard bailey client service concierge Tammy howard bailey client service concierge
Tammy
Client Service Concierge
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Taylor
Client Service Concierge
Lyndi howard bailey first impressions Lyndi howard bailey first impressions
Lyndi
First Impressions Lead Specialist
Hannah howard bailey first impressions Hannah howard bailey first impressions
Hannah
First Impressions Specialist

"My purpose is to spread positivity. I create meaning by focusing on the good and making others feel valued."

Chelsie weade howard bailey chief inspiration officer Chelsie weade howard bailey chief inspiration officer
Chelsie
Chief Inspiration Officer

"My purpose is to care for others. I create meaning by showing compassion, connection and communication."

Erin howard bailey chief people officer Erin howard bailey chief people officer
Erin
Director of Operations & Human Resources

"My purpose is to be the 'go-to' for others and make their lives easier. I create meaning by assisting others and providing guidance."

John howard bailey chief compliance officer John howard bailey chief compliance officer
John
Chief Compliance Officer
Steve howard bailey director marketing Steve howard bailey director marketing
Steve
Director of Marketing & Storytelling

"My purpose is to evoke response and emotion through creating content that is engaging, informative, and entertaining. I create meaning in both work and my personal life by using outlets, like social media, to publish content for others to consume and enjoy."

Where did you go to school? Ball State University

What are your hobbies outside of work? I have a collection of ~700 old, de-commissioned street signs, and I also have a 1,000-strong vinyl record collection.

What is one word you'd use to describe yourself? Particular.

Teryn howard bailey visionary associate Teryn howard bailey visionary associate
Teryn
Visionary Associate

"My purpose is to support others. I create meaning by assisting others to the best of my ability so they can feel confidently taken care of."

Ryan howard bailey creative marketing coordinator Ryan howard bailey creative marketing coordinator
Ryan
Creative Marketing Coordinator

"My purpose is being a designer, creative leader, and marketing influencer. I create meaning by engaging in philanthropy, teaching, creating, and inspiring others through my work."

Where did you go to school? University of Saint Francis

What's a fun fact about yourself? I'm a certified diamontologist and a board member for Weather the Fort.

What's a favorite quote? Does the walker choose the path, or the path the walker? - Garth Nix

Ashley howard bailey visionary associate Ashley howard bailey visionary associate
Ashley
Visionary Associate

"My purpose is to be a light for others. I create meaning through positive interactions with others."

Kim howard bailey client experience maven Kim howard bailey client experience maven
Kim
Client Experience Maven