Press

Howard Bailey Financial is proud to announce the addition of Kate Nichols to the team as Office Manager. In this key role, Nichols will support the firm's dedication to continually striving to provide a positive experience for clients and potential clients. She will oversee advisor scheduling, client communication, and will coordinate client experience events. As part of a cohesive team, Nichols will ensure smooth communication between Howard Bailey's financial advisors, clients, and client service team.

Howard Bailey Financial is proud to announce its sponsorship of the Purdue Fort Wayne vs. Notre Dame Charity Exhibition Game. The event will take place on Wednesday, October 30, at the Allen County War Memorial Coliseum, bringing together local community members, sports enthusiasts, and philanthropists for an evening of fun, competition, and excellent local causes.

Howard Bailey Financial is excited to announce the addition of Brady Cleaveland as a Client Relationship Specialist. In this role, Cleaveland will be responsible for building, engaging, and growing relationships with potential clients, while educating them on the firm’s mission, vision, and values.

Howard Bailey Financial is excited to announce the addition of Liz Colter as a Marketing Data Administrator. In this role, Colter will be responsible for processing data that provides insight and drives decisions for the organization.

Howard Bailey Financial is proud to announce that Lakeshia Holeman, Client Operations Specialist, has earned her Financial Paraplanner Qualified Professional (FPQP) designation.

Howard Bailey Financial is pleased to announce the addition of Tessa Doll to our team as an Advisory Team Associate. Doll joins us with a passion for helping clients gain confidence in their financial decisions through education and personalized support.

Howard Bailey Financial is pleased to announce that Karissa Labenz has successfully passed the Series 65 exam. This significant achievement underscores Labenz’s dedication to advancing her knowledge and skills in the financial industry, as it positions her to provide even greater support to the firm’s clients and Advisors.

Howard Bailey Financial is proud to announce that Financial Advisor Isaac Berg has successfully earned the Chartered Financial Consultant® (ChFC®) designation. The ChFC® is a highly respected credential in the financial industry, representing the completion of a comprehensive and rigorous course of study covering all aspects of financial planning, including investments, estate planning, financial behaviors, and tax planning.

Howard Bailey Financial is proud to announce that Lynette Fager, Content Marketing Manager, has earned her master's degree in communication from Purdue University, specializing in strategic communication and public relations.

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.

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.

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.