Press

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.

Howard Bailey Financial is proud to announce that Carl Wright Jr., Marketing Multimedia Specialist, has earned his Financial Paraplanner Qualified Professional (FPQP) designation. This achievement reflects Wright’s dedication to growing his expertise and broadening his experience in the retirement planning industry.

Howard Bailey Financial is warming up the holiday season by partnering with the Volunteer Center for its annual Coats for Kids drive throughout the month of November. For each coat donated, the Howard Bailey will provide a new hat and gloves, ensuring kids have the essentials to face the colder months ahead.

Howard Bailey Financial is proud to announce its sponsorship of the Fort Wayne/Allen County NAACP’s 75th Annual Marjorie D. Wickliffe Freedom Fund Banquet.

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.