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

Advisory Team

Your Advisor is your financial coach who partners with you to define your unique financial philosophy, and takes the lead in building your customized financial strategy — The Retire With Purpose™ Framework.

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.

Client Operations Team

The Client Operations Team strives to provide secure, accurate and efficient service to our clients as possible. The team specializes in the financial operations and processing that deliver our clients customized retirement strategies.

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.

Marketing Team

The Marketing Team manages the Retire With Purpose podcast, radio and TV programs, email communication, social media and company events.

Operations Team

The Operations Team ensures Howard Bailey systems flow as flawlessly as possible. They manage Human Resources, Technology, Legal and Compliance. Additionally, they monitor team processes and focus on ways to grow and evolve our ongoing commitment to both staff and clients.

Founders

HB Meetthe Team Founders Casey Weade HB Meetthe Team Founders Casey Weade
Casey B. Weade, CFP®, RICP®, CLU®, ChFC®
CEO and Founder

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 to 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 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.

What is a fun fact about yourself? I once played 81 holes of golf in one day!

Who is a mentor you look up to? Jon Vroman of Front Row Dad's

What is your favorite movie? Happy Gilmore

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.

HB Meetthe Team Advisors Marshal Johnson HB Meetthe Team Advisors Marshal Johnson
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 through deep, personal connections and experiences."

What do you like to do in your spare time? Spend time with my son, Grady, coaching his baseball team, playing golf, and playing the guitar.

What are your favorite local businesses to support? Grady would say Fort Wayne's Famous Coney Island, but I'll add Sweetwater, Shigs in Pit, Pizza King, and The Clyde Theatre.

What is one word you would use to describe yourself? Dynamic

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.

HB Meetthe Team Advisors Rob Mc Coy HB Meetthe Team Advisors Rob Mc Coy
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."

What are your hobbies outside of work? Keeping saltwater fish & coral

Where is a favorite place to travel? Alaska

Favorite Saying? It is what it is.

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.

HB Meetthe Team Advisors Isaac Berg HB Meetthe Team Advisors Isaac Berg
Isaac Berg
Financial Advisor

Isaac's Meaning and Purpose:

"My purpose is to serve my community and family by providing them with long-term solutions and knowledge that will give them a lifetime of financial peace. I create meaning by constantly expanding my knowledge of financial services so that I am able to confidently assist our clients. Without knowledge, action is useless and knowledge without action is futile."

What is a fun fact about yourself? I won "Best-Hair" in high school.

What are your hobbies outside of work? I enjoy playing beach volleyball, basketball, and other outdoor activities.

What are your favorite local businesses to support? Buffalo Wings and Ribs and Pub 1802

HB Meetthe Team Advisors Reid Braun HB Meetthe Team Advisors Reid Braun
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.

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."

What are your hobbies outside of work? I enjoy cooking, taking care of our home, spending time with family, and playing a round of golf.

What do you enjoy most about Howard Bailey? The amount of knowledge around me.

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.

HB Meetthe Team Advisors Chris Horoky HB Meetthe Team Advisors Chris Horoky
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 as a double major 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. 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.

Christopher's Meaning and Purpose

"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."

What is a favorite quote? "You can get everything in life you want if you will just help enough other people get what they want." —Zig Ziglar

What is a fun fact about yourself? The first time Jenny, my wife, ever watched me play golf, we approached the green and to my excitement, I had a hole-in-one. When she asked me why I was so excited, I explained what happened, to my surprise she indicated, isn't that what you are supposed to do?

Where are some of your favorite places to travel? Maroma, Mexico, and of course, Cedar Point!

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.

HB Meetthe Team Advisors Ryan Nuechterlein HB Meetthe Team Advisors Ryan Nuechterlein
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. 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.

Ryan's Meaning and Purpose:

"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."

What is a favorite quote? Go confidently in the direction of your dreams. Live the life you have imagined.

What are your hobbies outside of work? I enjoy spending time with my family at the lake, golfing, going to the zoo, and reading.

What is your favorite place to travel? Florida

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.

HB Meetthe Team Advisors Bradley Simich HB Meetthe Team Advisors Bradley Simich
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 an 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.

Bradley's Meaning and Purpose:

"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.

HB Meetthe Team Advisors Brad Smock HB Meetthe Team Advisors Brad Smock
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 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.

Brad's Meaning and Purpose:

"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."

What college do you support? Purdue University — BOILER UP!

What are your hobbies outside of work? I run a baseball organization, The Indiana Jacks, and focus on player development of all ages, including coaching my sons.

Where is your favorite place to travel? I'm easy, just give me some sun...but not too hot.

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.

HB Meetthe Team Service Advisors Karissa Labenz HB Meetthe Team Service Advisors Karissa Labenz
Karissa
Advisor Liaison

Karissa's Meaning and Purpose:

"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."

What is a fun fact about yourself? I compete in Cowboy Mounted Shooting Association on the weekends and own 3 dogs and 2 horses!

Where do you like to travel to? Turks and Caicos

What is one of your favorite local places to support? My boyfriend and I love going to Cosmos for breakfast on the weekends.

HB Meetthe Team Service Advisors Kelsey Dagle HB Meetthe Team Service Advisors Kelsey Dagle
Kelsey
Service Advisor

Kelsey's meaning and purpose:

"My purpose is to positively influence the lives of those I encounter each day. I aspire to do so by bringing care and understanding to my daily work. I like to envision every situation as a new opportunity to truly make a difference to those around me. It is important for me to develop trustworthy relationships with those I serve. I create meaning by sharing the knowledge I have gained in the financial services industry to help others in the most impactful way possible. I understand we have the power to change the lives of our clients, and it brings me great joy to help make their lifelong dreams come true."

What is one of your favorite quotes? "A flower doesn't think of competing with the flower next to it. It just blooms." — Zen Shin

What is a fun fact about yourself? I love teaching myself new things, but I tend to get bored easily which leads to a lot of random hobbies. A few of them are knitting, yoga, gardening, and jewelry making.

What are some of your favorite hobbies? I enjoy listening to podcasts, spending time with my son, Griffin, and relaxing with my family and friends.

HB Meetthe Team Service Advisors Sara Provines HB Meetthe Team Service Advisors Sara Provines
Sara
Advisor Liaison

Sara's Meaning and Purpose:

"My purpose is to wholeheartedly understand clients needs, wants and lives to help them create a financial plan and create clear steps to execute that plan to achieve their goals. I create meaning by fully understanding clients perspectives so that they can live a meaningful life while achieving their financial goals with their financial plan we helped them to create."

What is your favorite quote/saying? "For those who have heart" because if you don't have your heart invested in what you are doing, you don't truly have meaning or purpose in what you are doing."

What is a fun fact about yourself? I snowmobile over 500 miles every winter all over Michigan.

What is your favorite place to travel? I love northern Michigan but I am always up for new places and new experiences!


HB Meetthe Team Service Advisors Rachel Lockwood HB Meetthe Team Service Advisors Rachel Lockwood
Rachel L.
Advisor Liaison

Rachel's Meaning and Purpose:

"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."

What do you enjoy the most about Howard Bailey? The people! I love my team and the clients are always so wonderful to work with.

What are some of your favorite local places to support? It is so hard to pick! I would have to say my favorites are Hop River Brewery, Chops, Junk Ditch, and Han Dynasty.

HB Meetthe Team Client Operations Brad Reiling HB Meetthe Team Client Operations Brad Reiling
Brad
Client Operations Specialist

Brad's Meaning and Purpose:

"My purpose is to provide our clients with world-class service with each phone call, email, and office visit. I create meaning by following through on each client's request to make sure the request is completed and completed correctly."

Where do you like to travel? Anywhere tropical!

What is one word you would use to describe yourself? Loyal

What do you enjoy the most about Howard Bailey? I really enjoy helping our clients with their financial needs.

HB Meetthe Team Client Operations Tammy Stirratt HB Meetthe Team Client Operations Tammy Stirratt
Tammy
Client Operations Specialist

Tammy's Meaning and Purpose:

"My purpose is to give every client a rememberable experience with my full attention on completing their requests in a timely matter. Our clients are not just customers, but they are part of the Howard Bailey family, and I enjoy getting to each one of them on a personal level. I create meaning by continuously learning more about the finance world to pass my knowledge on to others to help in their retirement goals and dreams."

What is a fun fact about yourself? I have a culinary degree.

What is a favorite quote? “You are never too old to set another goal or to dream a new dream.” — C.S. Lewis

What is one word you would use to describe yourself? Adaptable

HB Meetthe Team Client Operations Jason Hirsch HB Meetthe Team Client Operations Jason Hirsch
Jason
Client Operations Lead

Jason's Meaning and Purpose:

"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."

What is a fun fact about yourself? I know how to SCUBA dive.

What are some of your hobbies outside of work? Travel, meeting new people, and genealogy.

What are some of your favorite local businesses? West Side Creamery, Dash-In, and Fort Wayne Restoration

HB Meetthe Team Impressions Lyndi Saalfrank HB Meetthe Team Impressions Lyndi Saalfrank
Lyndi
Impressions Lead

Lyndi's Meaning and Purpose:

I create meaning by connecting and building relationships with others. I strive to be a listening ear, a hard worker, a valued friend & colleague, a loyal & trusted spouse, a good laugh, and an ethical neighbor. Positive attitudes are contagious! My purpose is to provide inclusivity to those I encounter each day. You never know what someone is going through and I aspire to leave them with a positive experience. We are granted 24 hours each day, why not make it full of laughs and smiles?"

What is your favorite quote/saying? "No matter what happens in life, be good to people. Being good to people is a wonderful legacy to leave behind." -Taylor Swift

What is one word you would use to describe yourself? Passionate

What are your hobbies outside of work?

  • My husband and I have season tickets to the Indianapolis Colts. We travel the country to a lot of their away games as well. We have been featured on their social media pages several times, along with an appearance on HBO's series, "Hard Knocks". GO HORSE!
  • I rescued Bentley, my chocolate lab mix, ten years ago. He has been by my side through many moves, including my time in college. We have since gotten a golden retriever, Oakley.
  • I enjoy taking them on hikes, walks, Tincap's games, and to local bars and restaurants.
  • I stay active by playing beach volleyball during the summer and indoor during the colder seasons.
  • My husband has his own photography business with his specialty being in sports. I enjoy traveling along and learning the art of photography.


Hannah howard bailey first impressions specialist Hannah howard bailey first impressions specialist
Hannah
Impressions Specialist

Hannah's Meaning and Purpose:

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

What are some of your hobbies? I enjoy traveling, baking, and spending time with my dog Oskee, he's a black Golden-Doodle.

What is one word you would use to describe yourself? Genuine

What are some of your favorite local places near Mishawaka? Rocky River Tap and Table, Evil Czech Brewery and Public House, Villa Macri, and Purely Pressed

HB Meetthe Team Impressions Jennifer Miller HB Meetthe Team Impressions Jennifer Miller
Jennifer
Impressions Specialist

Jennifer's Meaning and Purpose:

"My purpose is to help people smile more, I enjoy greeting and talking with people so they leave with a positive experience. I create meaning by taking the time to listen and interact with everyone."

What is a fun fact about yourself? I know how many macaroni noodles are in a macaroni box.

Where is one of your favorite places to travel to? Montanna

What do you enjoy about Howard Bailey? The staff is AMAZING! Everyone is always so nice, smiling, and determined to help every client.

HB Meetthe Team Founders Chelsie Weade HB Meetthe Team Founders Chelsie Weade
Chelsie Weade
Co-Founder

Chelsie's Meaning and Purpose:

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

What is one of your favorite sayings? I am, I can, I will, I do!

What are some of your hobbies? I enjoy photography, fitness, reading, baking, planning themed parties, wine, exploring new cultures, farmers' markets, hiking, and spending time with my 3 kids!

What are some of your favorite local businesses? Juice Jar, Nawa, and Mocha Lounge

HB Meetthe Team Operations Matthew Chambers HB Meetthe Team Operations Matthew Chambers
Matt
Chief Operating Officer

Matt's Meaning and Purpose:

"To be the best friend, colleague, father, and husband that I can be. Striving to do what is best, rather than taking the path of least resistance, and by creating and seizing opportunities for people."

Which college did you attend or support/cheer on? The University of Wales Trinity Saint David for study and The Arkansas Razorbacks (my wife Shannon's place of study)

What are your hobbies outside of work? Spending time with my family, I am a big motorsports, racing and car fan. For fitness, I like cycling.

What is your favorite movie/TV show? Tough to pick one movie, but for a current TV series it would be Yellowstone.


HB Meetthe Team Operations John Harper HB Meetthe Team Operations John Harper
John Harper, J.D.
General Counsel & Chief Compliance Officer

John's Meaning and Purpose:

"My purpose is challenging myself, growing every day, and creating value for others through my knowledge of the law. I create meaning by affecting change in the lives of my family and my community."

What is your favorite movie? My favorite movie is Groundhog Day!

Which college did you attend? I earned a B.S. degree and majored in marketing at Auburn University Montgomery. I earned a J.D. at the University of Florida Levin College of Law. I'm currently attending Georgetown Law Center remotely and pursuing my LL.M. in Securities and Financial Industry Regulation.


HB Meetthe Team Operations Erin Schwartz HB Meetthe Team Operations Erin Schwartz
Erin
Director of Operations

Erin's Meaning and Purpose:

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

Where is one of your favorite places to travel? England to visit family

Who is a mentor that you look up to? My mother

What are some of your hobbies? Spending time with family, crafting, reading, traveling, and being outdoors.

HB Meetthe Team Operations Taylor Foutz HB Meetthe Team Operations Taylor Foutz
Taylor
Director of Innovation

Taylor's meaning and purpose:

"My purpose is to help raise people up and make the best of any situation. I create meaning by giving ongoing support and love to the people around me, and making sure people feel heard and understood."

What is a cool talent you have? I LOVE dancing! I was on the dance team growing up and it's still my favorite way to exercise.

Where is one of your favorite places to travel? Mexico!!! I love a great beach vacation with tacos and margaritas!

What is your favorite movie and tv show? My favorite movie is Casper and my favorite tv show is The Office.

HB Meetthe Team Marketing Steve Salcedo HB Meetthe Team Marketing Steve Salcedo
Steve
Chief Marketing Officer

Steve's Meaning and Purpose:

"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."

What are your hobbies outside of work?

  • I have a collection of around 700 old, de-commissioned street signs. I have always been fascinated by them, and I think because of the design elements: shape, color, typography and standardization. I received my first real sign when I was 5 or 6 years old.
  • I also have a 1,000-strong vinyl record collection. I grew up playing my parents' records, recording them on cassette, and making compilations and mixtapes.
  • Related to the above, I produce an annual holiday mixtape of underground or long-forgotten Christmas tunes. As much fun as compiling the tracks is designing an album cover each year.

What are some fun facts about you?

  • I'm also the proud dad to three amazing daughters!
  • When I was much younger, I earned my way to one degree shy of a black belt in Chinese Kenpo.
  • I somehow made it into the "Ripley's Believe it or Not!" book for my street sign collection. This led to interviews with the Boston Globe and BBC, as well as invitations to be on Wife Swap and The Jimmy Kimmel Show. (I declined the latter two!)

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

HB Meetthe Team Marketing Ashley Lamb HB Meetthe Team Marketing Ashley Lamb
Ashley
Marketing Media Lead

Ashley's Meaning and Purpose:

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

What is a fun fact about yourself? I lived in the Czech Republic for two years after college. I need to brush up on the language though...

What are some of your hobbies? When the weather is nice, I like exploring the trails and kayaking! I love grabbing dinner or drinks or coffee with friends.

Who is a mentor that you look up to? My dad!

HB Meetthe Team Marketing Katie Schenkel HB Meetthe Team Marketing Katie Schenkel
Katie
Marketing Brand Lead

Katie's Meaning and Purpose:

"My purpose is to continue growing professionally and personally, while helping others continue to reach their own ambitions. I create meaning by encouraging and inspiring others to be happy and successful."

What is a fun fact about yourself? I am a surgical technologist.

What are your hobbies outside of work? Being with friends and family, playing/coaching volleyball, my garden, crafts, and cycling.

What is your favorite place to travel? I love the ocean but Sanibel Island, Florida is one of my favorite places. I go every year!


HB Meetthe Team Marketing Kim Milentis HB Meetthe Team Marketing Kim Milentis
Kim
Marketing Event Lead

Kim's Meaning and Purpose:

"My purpose is to use the abilities and talents that God has given me to influence others and to be the best version of myself. I create meaning by thinking of others and observing others to best connect in a way that makes them know they are seen, heard, and valued."

What are your hobbies outside of work? Being the best Auntie, time with friends, home projects, decorating, travel adventures, enjoying my neighborhood, and being outdoors.

What is one word you would use to describe yourself? Thoughtful

What do you enjoy most about Howard Bailey? Getting to create special experiences for clients and our Howard Bailey team members.

HB Meetthe Team Marketing Teryn Becker HB Meetthe Team Marketing Teryn Becker
Teryn
Copywriter

Teryn's Meaning and Purpose:

"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."

What is one of your favorite quotes? Wherever you are, be all there.

What are some of your favorite local places? Tolon, Just Cream, Casa, Salsa Grill, 800 Degrees, and the Fort Wayne Children's Zoo.

What are some of your hobbies? Trying out new recipes, exercising, spending time with my family, and reading.

HB Meetthe Team Advisors Jamie Dewese HB Meetthe Team Advisors Jamie Dewese
Jamie Dewese
Financial Advisor

Jamie is passionate about building long-lasting relationships with his clients and enriching their lives so they can make the biggest impact today. Above all, he is dedicated to delivering financial and retirement planning guidance that brings value now, as well as in the future.

Jamie’s entrepreneurial mindset is a key factor in his devotion to learn, grow and always put his clients’ needs first. At age 15, Jamie began working in retail and by high school graduation, he moved forward in the process of building his own business, which continued over the next 12 years. This experience sparked Jamie’s interest in the investment side of the entrepreneur world, and eventually prompted him to further his career by taking on roles in bank management, an investment firm and eventually, retirement planning.

When he is not helping others achieve financial independence, Jamie enjoys reading, working outside, and spending time with his family; including his wife of 25 years, Angie, and their two children, Michaela and Zach.

Jamie's Meaning and Purpose:

"My meaning is to look for value in other people and sow into it or put a demand on it to increase the potency of that value. My purpose is to enrich the lives of other people by adding value through relationship and contributing to those lives in a positive way wherever possible."

What is a cool talent or fun fact about yourself? I took flying lessons when I was younger and always wanted to be a pilot as a hobby

What are your hobbies outside of work? Reading, working outside, and spending time with my family

What do you enjoy most about Howard Bailey? The positive focus of personal and corporate growth

HB Meetthe Team Marketing Jennifer Forth HB Meetthe Team Marketing Jennifer Forth
Jennifer
Client Relationship Specialist

Jennifer's Meaning and Purpose:

"To engage fellow humans in a meaningful, uplifting, and encouraging manner to inspire hope. Build a learning environment that energizes and maximizes personal growth in those around me."

What are your hobbies outside of work? Renovations, gardening, bicycling, canoeing, swimming, and dog walks.

What are your favorite local businesses to support? Salvatore's, Tolan, Olive Twist, Pinup Curls, Michael's Hair Design, Aboite Animal Clinic, Sycamore Hills Dentistry, Fort Wayne Spine and Joint

What do you enjoy most about Howard Bailey? The culture of freedom to create and build what we need to succeed.


HB Meetthe Team Client Operations KC Corey HB Meetthe Team Client Operations KC Corey
KC
Client Operations Specialist

KC's Meaning and Purpose:

"My purpose is to meet as many people as I can and learn, or leave others with value. I create meaning by being intentional and deliberate in life. Living proactive will create meaning."

What is a cool talent or fun fact about yourself? Actively serving the state as part of Army National Guard

Who is a mentor that you look up to? My Father

What is your favorite quote? A quote that comes to mind is "Be yourself only better". Underlying to continue to improve challenging your yesterdays version.


HB Meetthe Team Impressions Jodie Clark HB Meetthe Team Impressions Jodie Clark
Jodie
Impressions Specialist

Jodies's Meaning and Purpose:

"I create meaning by finding the best in others and letting them know how valuable they are. My purpose is to be committed to building relationships with clients through compassion and care, while prioritizing their needs."

What are your hobbies outside of work? Indianapolis Colts and Cubs games, boating, travel and spending time with my family.

What is your favorite place to travel? Fort Myers Beach, Florida and San Diego, CA

What are your favorite local businesses to support or local places to visit? Farmer's Market on Barr Street and Tin Caps


HB Meetthe Team Marketing Carl HB Meetthe Team Marketing Carl
Carl
Marketing Multimedia Specialist

Carl's Meaning and Purpose:

"My purpose is to make people smile. Whether that be by greeting everyone with a huge smile or hug, cracking jokes, or through digital storytelling, my end goal is to leave anyone I meet with a smile. I create meaning by listening. If you listen to what people want or need, you already have everything you need to create meaning."


What are your hobbies outside of work?
I thoroughly enjoy trying to cook, shooting videos with my friends, and trying new things every week.

Who is a mentor that you look up to? My mentor in College was an awesome guy named Aaron. He challenged me to not only think about the arts and creative, but also the analytics. I owe him for a lot of the business acumen I have today.

What is one word you would use to describe yourself? curious


HB Meetthe Team Client Operations Lakeshia HB Meetthe Team Client Operations Lakeshia
Lakeshia
Client Operations Specialist

Lakeshia's Meaning and Purpose:

"My purpose is to make a difference in everything I do. My Meaning is to motivate myself to take things one step at a time, one day at a time. Remembering Rome wasn't built in a day."

What is your favorite quote/saying? I can do all things through Christ who strengthens me - Philippians 4:13

What do you enjoy most about Howard Bailey? The interaction amongst the teams, the willingness to want to help one another.

What is a fun fact about yourself? I'm a big Harry Potter fan


HB Meetthe Team Client Operations Jason P HB Meetthe Team Client Operations Jason P
Jason P
Client Operations Specialist

Jason's Meaning and Purpose:

"My purpose is to spread the knowledge I have to everyone around me, in hopes of making their life better. I create meaning by expanding my bubble of exposure to become as wise as possible."

What is your favorite place to travel? Gatlinburg TN

What do you enjoy most about Howard Bailey? The culture

What are your hobbies outside of work? Video Games and Photography


HB Meetthe Team Impressions Katie W HB Meetthe Team Impressions Katie W
Katie W
Impressions Specialist

Katie's Meaning and Purpose:

"My purpose is to make positive connections with others and enjoying those around me. I create meaning by helping and listening to others - I find it important to make people feel heard and valued."

What are your hobbies outside of work? Outside of work I love to be outside enjoying nature, going on walks or hikes. I also spend much of my time tending to my plants! I often say I am a plant mom because I have many indoor plants.

Who is a mentor that you look up to? I look up to my mother. She always inspires, supports, and believes in me.

What do you enjoy most about Howard Bailey? I enjoy the entire team we have at Howard Bailey, including the amazing culture that has been created.


HB Meetthe Team Impressions Kat HB Meetthe Team Impressions Kat
Kat
Impressions Specialist

Kat's meaning and purpose:

"I create meaning by focusing on the bright side of every situation and looking for ways to grow personally and professionally. My purpose is to make meaningful connections with those that I meet because you never know what they might be going through in their life."

What is your favorite quote/saying? "Always work hard and have fun in what you do because I think that's when you're more successful. You have to choose to do it." - Simon Biles

What are your hobbies outside of work? Outside of work I enjoy crafting, baking, reading books, and playing board games with my friends.

Which college did you attend or support/cheer on? I attended Bowling Green State University. Go Falcons!



HB Meetthe Team Advisors Brian HB Meetthe Team Advisors Brian
Brian Singer
Financial Advisor
HB Meetthe Team Service Advisor Erika HB Meetthe Team Service Advisor Erika
Erika
Advisor Liaison
HB Meetthe Team Impressions Toni HB Meetthe Team Impressions Toni
Toni
Impressions Specialist