Meet Your Team

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.

Marshal Johnson, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Vice President of Howard Bailey Financial, has been a Financial Advisor since 2007. He is co-host of the Retire with Purpose Radio Hour and 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 is passionate about helping others confidently take control of their financial lives, especially when life transitions create questions and concerns.

Prior to joining Howard Bailey, Marshal cultivated his career in the investment and financial planning industry as an Indiana-based Advisor, where he helped guide clients through the process of asset management, income planning, insurance planning, tax planning and other key areas of a comprehensive retirement strategy.

Marshal graduated from Indiana University with a Bachelor’s degree in Business Administration. In addition to being a CERTIFIED FINANCIAL PLANNER™ (CFP®), he is an Investment Adviser Representative and is life, accident and health insurance licensed.

In his free time, Marshal enjoys spending time with his son, Grady, coaching his baseball team, playing golf and playing the guitar.

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 is your favorite quote/saying? “A mind is like a parachute. It doesn't work if it is not open.” – Frank Zappa

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

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

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.

Robert McCoy is a CERTIFIED FINANCIAL PLANNER™ (CFP®), committed to thoroughly understanding the goals and dreams of each client, allowing him to create purpose-based retirement plans that help lead to a lifetime of financial security. He is passionate about educating clients and being a guide throughout the process of obtaining financial independence.

Prior to joining Howard Bailey, Rob worked in the financial industry for over a decade, gaining experience in new business processing, as well as client services and operations. This not only prepared him for his current role as a CFP® and Financial Advisor, but also enriched his passion for helping others and providing value.

Rob graduated from Indiana University with a Bachelor’s Degree in Business Management. In addition to being a CERTIFIED FINANCIAL PLANNER™ (CFP®), he is an Investment Adviser Representative and is life, accident and health insurance licensed.

Outside of the office, Rob enjoys spending time with his wife, Amy, and their two boys, Owen and Caleb.

Rob's Meaning and Purpose:

"My purpose is putting the needs of my family first; a value that I also carry over into 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 your favorite place to travel? Alaska

Favorite Saying? It is what it is.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.

Ryan Nuechterlein is passionate about creating custom retirement plans that help transition his clients into retirement with security and independence. For more than a decade, his mission as a Financial Advisor has been to empower clients to take control of their financial future, while incorporating retirement planning strategies driven by their meaning and purpose.

Prior to joining Howard Bailey, Ryan pursued a career in consulting, where he helped business owners improve market share and operational efficiencies through rigorous research and continuous client engagement. This “client first” mentality stuck with Ryan as he transitioned into the financial services industry in 2012, where he developed a passion for helping coach others through the process of retirement planning and finding financial peace of mind .

Ryan graduated from Indiana University with a Bachelor’s degree in Political Science. He 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 your 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.

Where is your favorite place to travel? Florida

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.

Isaac Berg is dedicated to helping provide clients with long-term retirement solutions and knowledge crafted to build a lifetime of financial peace. He is passionate about continually expanding his wheelhouse of the latest investment and financial strategies to help elevate the guidance he passes on to pre-retirees and retirees.

Prior to joining Howard Bailey, Isaac cultivated his career in the financial field at several Indiana-based companies, gaining experience in areas such as financial processing, retirement planning and tax-filing; all of which created a platform for his current role as Financial Advisor.

Isaac graduated from Indiana University Fort Wayne with a Bachelor’s degree in Finance and Business. In addition to being an Investment Adviser Representative (IAR), Isaac is also certified in life and health insurance.

In his free time, Isaac enjoys spending time with his wife, as well as playing beach volleyball, basketball, and participating in outdoor activities.

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 & Ribs and Black Canyon

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.

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 Public Affairs and minors in Political Science and Business Administration. He is an Investment Adviser Representative and is also life and health insurance licensed.

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 may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.

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.

Christopher Horoky has dedicated his 20-plus years in the financial industry to helping pre-retirees and retirees achieve financial security. His continual focus on understanding the needs of his clients allows him to help develop custom retirement plans that last a lifetime.

Christopher’s 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. Prior to joining Howard Bailey, he cultivated his experience in the retirement planning industry as a Financial Advisor and consultant, overseeing 300+ agents at several Northern Indiana-based companies, where he specialized in wealth management, risk management, life insurance and retirement income planning. During this time, he expanded his knowledge in investment research and the art of developing comprehensive financial strategies.

Christopher graduated from Ball State University with Bachelor’s degrees in Corporate Finance and Financial Institutions. He is an Investment Adviser Representative and is life, accident, long-term care and health insurance licensed.

Outside of the office, Christopher enjoys spending time with his family, golfing, boating, traveling and volunteering with local charities.

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 by helping others discover the value of utilizing one another as resources to stay centered in life."

What is your 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? Mexico, Cedar Point, Detroit and anywhere with family

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.

Jennifer Foster-Jackson is dedicated licensed Financial Advisor for over two decades and will help you create a future you feel excited about. She believes retirement strategies that are crafted around your purpose and top financial goals have the power to bring your life elevated fulfillment.

In her current role as a Financial Advisor, Jennifer utilizes Howard Bailey’s Retire With Purpose™ Framework to help enhance your retirement confidence. Based on the four key pillars of your L.I.F.E. plan, she develops custom-tailored retirement strategies that help you focus less on potential financial risks, and more time focused on where you can make the biggest impact.

Prior to joining Howard Bailey, Jennifer held several advisory roles at Indianapolis-based financial firms, where she cultivated her passion for educating clients on how to plan for a financially-independent life.

Jennifer graduated from the Indiana University Institute of Technology in Indianapolis with a Bachelor’s degree in Business Administration. She is also an Accredited Asset Management Specialist℠ (AAMS®).

Outside of the office, Jennifer enjoys spending time with her three children, taking an active role in her church, swimming, reading and traveling across the country, with hopes to revisit all 50 states over her lifetime. Additionally, a fun fact about Jennifer is that she previously participated in ballroom dancing competitions.

Jennifer's Meaning and Purpose:

"My Purpose is to live as my most authentic self and to enhance others’ and my own life. I create meaning by using my education and unique life experiences to help others achieve their goals. I believe we grow by continuing to improve who we are and what we do with integrity because everyone you meet or teach will give you an opportunity to learn something about yourself."

What is a cool talent or fun fact about yourself? I used to ballroom dance competitively.

What is your favorite TV show? Madame Secretary and Blue Bloods

What do you enjoy most about Howard Bailey? Youthful enthusiasm and making peoples’ lives better.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.

David Littrell is passionate about building your personalized retirement plan based on what brings you meaning and purpose. With a client-first mentality, David is dedicated to understanding your values, retirement goals and top financial concerns to create a retirement strategy that is truly customized to your unique situation.

Prior to joining Howard Bailey, David cultivated his financial professional experience as an Advisor for over seven years. Throughout this time, he coached clients through retirement planning, investment advice, tax strategies and estate planning. David graduated from Indiana University with a Bachelor of Science degree in Marketing and Management.

In his free time, David enjoys spending time with his wife, Kristi, and their four children. Together, they love vacationing in Florida, traveling to Busch Stadium to watch the St. Louis Cardinals play and cheering on the Indiana University Hoosiers basketball team.

David's Meaning and Purpose:

"My purpose is to help others. It starts at home by supporting and leading my family. In my professional life I help my clients develop personalized retirement strategies. I create meaning by fostering relationships with others and continuously growing the relationships within my family."

Which college did you attend and support? Indiana University - GO BIG RED!

What is your favorite TV show? Seinfeld

What are your hobbies outside of work? You will find me bicycle riding with my younger children and attending my older daughters' softball, volleyball, and basketball games.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.

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!

Brian Singer believes in helping you discover your “why” and using that as a foundation to build a financial strategy that is truly customized to you. He is passionate about understanding what excites you each day; taking the clear vision of the life you want to live in retirement, then helping you put your money to work for a lifetime of fulfillment.

Prior to its acquisition with Howard Bailey in 2022, Brian founded Singer Financial Group in 1996 with a similar financial planning philosophy to what Howard Bailey holds today: Developing retirement plans based around your meaning and purpose.

Throughout his time as CEO, Brian cultivated a firm focused on people and process, and above all, creating retirement strategies that help bring lifelong financial peace of mind. Now, as a Financial Advisor with Howard Bailey, Brian continues forming new relationships, serving clients and carrying out his mission to help you live out your dreams – not downsize them.

Brian graduated with a Bachelor’s degree in Business from Indiana State University. He is also an Investment Adviser Representative (IAR).

Outside of the office, Brian enjoys spending time with his wife, attending grand kid sporting events, walking his dog, Benny, traveling to Florida and playing pickleball.

Brian's Meaning and Purpose:

"My purpose is looking forward to each new day with gratitude, positive anticipation and a focus on personal growth, while helping those I come in contact with do the same. I create meaning by understanding that our life journey is largely determined by the decisions and choices we make each day."

Where is your favorite place to travel? I enjoy spending time at our condo in Naples, FL, and cruises on the Rhine River.

What are your favorite local businesses to support or local places to visit? I love dining out at restaurants that have good food AND good service.

What is your favorite TV show? Yellowstone

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations.

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.

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.

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.

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

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.

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

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.

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

Taylor's Meaning and Purpose:

"My purpose is to help people smile and make their lives easier. I create meaning by maintaining a positive attitude & helping others to always be looking for the bright side."

What is your favorite quote/saying? "Life begins at the end of your comfort zone." - Neale Donald Walsch

Which college did you attend or support/cheer on? Notre Dame - Go Irish!

What do you enjoy most about Howard Bailey? The People! Both our clients and team members

Ashlee's meaning and purpose:

"My purpose is to be fully myself and create space for others to be fully themselves. I create meaning by being intentional and making the most of every minute, every interaction, and every experience that I have."

What are your hobbies outside of work? I love traveling, spending time outdoors, and spending time with my family and my dog, Diamond!

What is your favorite movie/TV show? My favorite movie is The Wedding Planner and my favorite tv show is New Girl.

What do you enjoy most about Howard Bailey? The people and the company culture as a whole!

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.

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!

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

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.

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.

Chris's Meaning and Purpose:

"My purpose is training and mentoring financial advisors to assist individuals and families to achieve their goals. I create meaning by being the best husband and father I can be."

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

What is your favorite TV show? Bob's Burgers and Big Bang Theory

What do you enjoy most about Howard Bailey? The ability to help people find their purpose and achieve their goals; both financially and personally

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.

Mike's Meaning and Purpose:

"My purpose is staying positive and to always support my family, friends and co-workers. I try my best to make an impact on others on a daily basis. I create meaning by working closely with all team members and provide a positive and collaborative partnership."

Which college did you attend and support? I graduated from Indiana University Kelley School of Business. I am a huge IU Basketball fan!

What is a fun fact about yourself? When I was a young kid, I was a avid baseball card collector.

What do you enjoy most about Howard Bailey? I love the work environment and collaboration I see daily.

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.

Alec's Meaning and Purpose:

"My purpose is to serve others. I create meaning by develop quality relationships, while learning something from everyone and to find value in things bigger than myself."

What is your favorite place to travel? Rocky mountains and Mexico

Who is a mentor that you look up to? Father

What do you enjoy most about Howard Bailey? It is an organization that cohesively prioritizes growth

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.

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.

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.

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!

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!

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.

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