Defining Purpose in Retirement

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

Client Services

The Client Services Team assists with account-related service inquiries about your customized retirement strategy, and works with your Advisor to prepare your annual and quarterly strategy review sessions.

Impressions Team

The Impressions Team greets you when you call or visit our offices, and schedules meetings between you and your Advisor. If you have questions about your strategy, your accounts or upcoming events, our Impressions team will be the first to ask how they can make your day better — and they'll quickly connect you with someone who can help.

Marketing and Operations Team

The Marketing and Operations Team manages behind-the-scenes Human Resources and Marketing activities. Collectively, they oversee our hiring process, coordinate and manage events, register guests for events, update our social media channels, and mail books and other giveaways from the podcast, radio and TV programs.

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 N. Johnson, CFP®
Vice President

Marshal Johnson, CERTIFIED FINANCIAL PLANNER™, 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, as well as the co-host of the Friday "Weekend Reading" editions of the "Retire with Purpose Podcast."

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 Series 65 securities license. He as well as being life, accident and health insurance licensed.

"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 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.

Rob McCoy, CFP®
Financial Advisor

Robert McCoy, CFP®, is a lifelong learner — he makes 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 in 1996 with a Bachelor’s Degree in Business, then took on several diverse career experiences that prepared him for his current role as a CFP.

Rob firmly believes in putting the needs of his family first — which is a value he also carries over into his profession. His uncompromising commitment to thoroughly understanding the goals and dreams of each client allows him to create plans with purpose that lead to a lifetime of security.

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.

"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
Financial Advisor

Reid Braun places a high priority on ensuring each individual 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 both Political Science and Business Administration.

Reid is a lifelong learner, and focuses heavily on continuing his education to help provide cutting edge strategies to both pre-retirees and retirees. 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 currently 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.

"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 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
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.

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
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 6 and 63 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
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."

Chris
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
Client Success Officer
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
Client Service Concierge

"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 L.
Client Service Concierge

"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
Client Service Concierge
Mark
Client Service Concierge
Tammy
Client Service Concierge
Deven
First Impressions Specialist

"My purpose is to have a positive impact on each person I come in contact with. I create meaning by showing everyone that they are important. I like to give back to others to show that we are all in this together."

Hannah A.
First Impressions Specialist

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

Lyndi
First Impressions Specialist
Chelsie
Chief Inspiration Officer

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

Erin
Chief People Officer

"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
Chief Compliance Officer
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 person life by using outlets, like social media, to publish content for other to consume and enjoy."

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."

Hannah B.
Communications Associate
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."

Ashley
Visionary Associate

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

Kim
Client Experience Maven