Press

Howard Bailey Financial is pleased to announce the promotion of Lynette Fager to Director of Communications. With over 15 years of experience in communications, ranging from content creation to publishing to public relations to marketing, Fager brings her expertise to further Howard Bailey’s mission of helping others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies.

Howard Bailey Financial is thrilled to announce the addition of Trae Hassebroek as an Advisory Team Associate. In this role, Hassebroek will provide vital support to the advisory team, assisting clients in the Brownsburg office with the development of their personalized retirement plans.

Howard Bailey Financial is excited to announce the addition of Eindra Maung as Creative Marketing Coordinator. In this role, Maung will combine her expertise in production design with her skills in project management to ensure the smooth flow of marketing initiatives from concept to completion.

Howard Bailey Financial is pleased to announce that Jamie Tolson, FPQP®, Client Service Specialist in the Fort Wayne Office, has successfully passed her life and health insurance licensing exam.

Isaac Berg, a financial advisor with Howard Bailey Financial, has officially earned the Certified Financial Planner® (CFP®) designation, a highly regarded certification within the financial services industry. This achievement represents the culmination of years of rigorous study, extensive experience, and a commitment to adhering to the highest ethical standards.

Howard Bailey Financial is proud to announce that Carl Wright Jr. FPQP® Marketing Multimedia Specialist, has earned his Airman Certificate from the Federal Aviation Administration.

Howard Bailey Financial is pleased to announce the addition of Andrea Belford as Office Manager. In her role, Belford will be responsible for overseeing scheduling, client communication, and data input, as well as coordinating events, collaborating on marketing initiatives, and helping ensure an exceptional client experience.

Howard Bailey Financial is thrilled to announce the hiring of Jailyn Anthony as a Client Service Specialist. In this role, Anthony will provide continual communication to clients, manage financial cases, and support the Advisory team by helping ensure the timely preparation of reports and data ahead of client retirement plan reviews.

Howard Bailey Financial is pleased to announce the addition of Maria Palazzolo as Client Service Specialist. In this role, Palazzolo will play a vital part in processing financial cases for clients, supporting the Advisory team by preparing precise reports and data for client retirement plan reviews, and maintaining clear communication with clients regarding their personalized retirement strategies.

Howard Bailey Financial is proud to announce the addition of Candy Martin as the firm’s new Office Manager at its Carmel office. Martin’s extensive background and dedication to excellence will play a pivotal role in enhancing client interactions and streamlining office operations.

As technology-driven financial advising and low-cost robo-advisers gain momentum, a growing number of financial professionals are turning toward a more human, personalized approach to retirement planning. Casey Weade, Founder and CEO of Howard Bailey Financial, is leading this shift by focusing on the emotional and purpose-driven aspects of retirement, helping clients go beyond spreadsheets to uncover their "why" for saving.

Howard Bailey Financial is proud to announce its inclusion in Newsweek’s prestigious list of America’s Top Financial Advisory Firms 2025. Of the more than 15,000 SEC-registered financial advisories evaluated for the list, Howard Bailey was ranked as one of the top four firms in the state of Indiana.