CARMEL, IN - 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.

In her position, Martin will be responsible for coordinating scheduling, overseeing client communication, and managing data input. She will also actively collaborate on marketing initiatives and client-centric events, ensuring memorable and impactful experiences for all. As part of the Howard Bailey team, Martin will work closely with Financial Advisors, clients, and the Client Service Team to help foster seamless communication and support.

“I was in search of a new challenge and am thrilled to be able to bring my experience and skills to Howard Bailey,” said Martin. “I want to be able to help make this company one of the top leading retirement specialists in the Indy area.”

Martin joins Howard Bailey with more than 14 years of experience in administrative support. Most recently, she served as an Executive Office Manager for the City of Carmel, where she worked with various departments, assisted residents, and supported community organizations. Her strong commitment to service and attention to detail align seamlessly with Howard Bailey’s mission to make a meaningful impact in the lives of clients, team members, and the broader community.

“Candy’ experience and dedication to client service will greatly enhance our team's capabilities,” said Hannah Green, Impressions Manager at Howard Bailey Financial. “We are thrilled to welcome her to the team and are confident that her presence will be a tremendous asset.”

A graduate of Carmel High School, Martin also pursued courses at IUPUI (now IU – Indianapolis), Purdue University, and Ivy Tech Community College. Her deep ties to the local community and passion for service are a perfect match for Howard Bailey’s ongoing commitment to becoming a premier retirement planning firm in Indianapolis.

Howard Bailey Financial, Inc. was founded in Fort Wayne, IN, as Davenport Financial Services in 2002. The name changed in 2011 as a tribute to the grandfathers of the founder and CEO, Casey Weade. The mission of Howard Bailey is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. In 2017, Howard Bailey opened a second location in Mishawaka, IN, followed by the opening of the Perrysburg, OH, location in 2022. Also in 2022, Howard Bailey acquired Singer Financial in Brownsburg, IN, giving the independent retirement planning firm four locations in the region. Howard Bailey has been voted Best Financial Advisor by Fort Wayne Newspapers Reader’s Choice Awards in 2020, 2021, 2022, and 2024.* Howard Bailey Financial became the Official Wealth Management Partner of Notre Dame Athletics in 2023.**

*The rating referenced was given on September 28, 2024, and is based on public vote from July 6-28, 2024; September 30, 2023, and is based on public vote from July 8-30, 2023; September 25, 2022, and is based on public vote from July 10-31, 2022; September 19, 2021, and is based on public vote from July 11 – August 8, 2021; and September 20, 2020, and is based on public vote from July 12 – August 6, 2020. The rating was created, tabulated, and presented by Fort Wayne Newspapers. This award recognizes companies based on popular vote. Howard Bailey Financial did not pay to participate in the rating process but did cover the cost for the award badging to market this recognition. For more details, please visit: www.fortwayne.com/ReadersChoice-faq 

**University of Notre Dame and University of Notre Dame Athletics (“Notre Dame") are not current clients of Howard Bailey Securities, LLC nor Howard Bailey Financial, Inc. Legends / JMI Rights Holders, on behalf of Notre Dame, was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1. For more information, visit howardbailey.com/nddisclosure.  

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Registration as an investment adviser does not imply any level of skill or training. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and search for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.

©2024 HOWARD BAILEY FINANCIAL, INC.  

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