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Grant Welter Achieves Life & Health Insurance License

Howard Bailey Financial is pleased to announce that Grant Welter has successfully passed his life and health insurance licensing exam. This achievement enables Welter to further support clients by offering specialized guidance on health insurance products, life insurance policies, and coverage that protects against medical expenses, disability income loss, and long-term care needs.

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Howard Bailey Financial Welcomes Kara Harward to the Team

Howard Bailey Financial is excited to announce the newest addition to its team, Kara Harward. As a Virtual Assistant, Harward will support the Marketing Team with management of their content calendar, emails, and budgeting. With an extensive background spanning customer service, insurance and political campaign sectors, Harward brings a deep-rooted passion for serving others.

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Brad Reiling Earns FPQP

Howard Bailey Financial is proud to announce that Brad Reiling, a Client Service Specialist at the Fort Wayne location, has recently earned his FPQP (Financial Paraplanner Qualified Professional) certification. Reiling is the 14th Howard Bailey employee to earn this certification.

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Jamie Tolson Earns FPQP

Howard Bailey is proud to announce that Jamie Tolson, a Client Service Specialist at the Fort Wayne location, has recently earned her FPQP certification. This accomplishment is a testament to Howard Bailey's dedication to nurturing talent and fostering a culture of continuous learning and development.

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Howard Bailey Financial Welcomes Grant Welter to the Team

Howard Bailey Financial is excited to announce the newest addition to its team, Grant Welter. Welter brings a wealth of diverse experiences and a commitment to service that align perfectly with Howard Bailey's mission of helping others gain clarity in purpose and elevate meaning in their lives.

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Howard Bailey Welcomes Holeman Back to the Team

Howard Bailey is pleased to announce the return of Lakeshia Holeman to the Client Service Team. Holeman brings a wealth of experience and a commitment to making a difference to her role at Howard Bailey. With a background in retirement planning and a passion for helping clients navigate their financial futures, she is poised to once again contribute significantly to the company's mission of empowering individuals to achieve their retirement goals.

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Amber Hoopengardner Earns FPQP

Howard Bailey is proud to announce that Amber Hoopengardner has recently earned her FPQP certification. This accomplishment is a testament to Howard Bailey's dedication to nurturing talent and fostering a culture of continuous learning and development. Hoopengardner is the twelfth Howard Bailey team member to earn their FPQP designation.

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Five Howard Bailey Team Members Take Next Career Steps

Howard Bailey Financial proudly announces the strategic advancement of five of its team members, emphasizing the organization's commitment to employee growth. These title changes reflect the dedication, expertise, and invaluable contributions of these individuals to Howard Bailey’s continued success and growth.

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Jason Pruitt Passes Series 65

Howard Bailey Financial proudly announces that Jason Pruitt, Associate Advisor, has successfully passed the Series 65 exam.

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Howard Bailey Welcomes Tolson

Howard Bailey Financial welcomes Jamie Tolson to the Fort Wayne team as a Client Service Specialist.

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Howard Bailey Welcomes Hoopengardner

Howard Bailey Financial welcomes Amber Hoopengardner to the Fort Wayne team. Hoopengardner hails from Churubusco and came to Howard Bailey by way of Purdue University where she studied agriculture business management.

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Harper Earns LL.M. From Georgetown

John. H. Harper, Esq., has earned his LL.M. Harper currently serves as General Counsel and Chief Compliance Officer for Howard Bailey, a role he has held since 2020.