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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.

"At Howard Bailey, we want to grow people who grow people. These new titles reflect not only the remarkable growth of our team but also our unwavering commitment to nurturing talent and fostering leadership within our organization,” said Steve Salcedo, Chief Marketing Officer at Howard Bailey. “Each of these individuals embodies our mission to help others gain clarity in purpose and elevate meaning in their lives, and we are thrilled to see them grow into these pivotal roles as we continue to expand and evolve in the ever-changing landscape of marketing."

Ashley Lamb, formerly Marketing Media Lead, is now the team’s Marketing Analyst. In this role, Lamb will expand her oversight of data insights and analytics ensuring all data is entered accurately and efficiently, as well as reporting and providing insights to the data.  

Katie Collins, formerly Marketing Brand Lead, is now the team’s Marketing Program Manager. Schenkel will continue to oversee initiatives that drive toward Marketing’s key initiatives, including print collateral, webinar, event invitations, website modifications, email execution and brand collateral.  

Hannah Green, formerly Impressions Specialist Lead, is now the team’s First Impressions Manager. In this role, Green will continue to oversee the growth and development of the front-of-house team, known as the Impressions Team, that manages daily office operations and administrative tasks, as well as welcoming guests and coordinating a positive guest experience in all the Howard Bailey offices.  

Kim Milentis, formerly Director of Events, is now the team’s Director of Client Experience. In addition to overseeing a multi-market event strategy, Milentis will be the main point of contact for the Impressions team.  

Jennifer Forth, formerly Client Relations Specialist, is now the team’s Client Relationships Manager. Over the past year, Forth has expanded her role of nurturing prospective clients and is now leading the team that ensures prospective clients are connected with an Advisor who is best suited to develop a strategy around their unique situation.

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 2023. Howard Bailey Financial became the Official Wealth Management Partner of Notre Dame Athletics in 2023.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved.  

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. 

Fort Wayne Newspapers Readers’ Choice Award in the category of Financial Advisors awarded on the basis of a public vote held online by Fort Wayne Newspapers.

©2024 HOWARD BAILEY FINANCIAL, INC. 

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