Howard Bailey Financial is proud to announce that Lakeshia Holeman, Client Operations Specialist, has earned her Financial Paraplanner Qualified Professional (FPQP) designation. This achievement is a testament to Holeman’s commitment to expanding her knowledge and enhancing her experience within the financial services industry.

The FPQP designation covers essential aspects of the financial planning process, including foundational knowledge across various product categories, industry-specific terminology, and core concepts applicable to financial planning. It serves as an ideal starting point for those looking to embark on a career in financial services, while also enriching the insight of those already working in the profession.

When asked what inspired her to pursue the designation, Holeman shared, “I wanted to expand my knowledge within the retirement world. This designation not only allows me to better assist our clients, but is also educational for me within my role and my day-to-day tasks.”

Howard Bailey Financials' mission is to help clients gain clarity in their purpose and elevate meaning in their lives. The firm is committed to a 100-year legacy of growing people who grow people, with a focus on making a positive impact on clients, team members, and the community. This dedication to lifelong learning and growth is exemplified in team members like Holeman.

Holeman spoke about how this accomplishment will enhance her role at Howard Bailey, stating, “I feel like it has added to my knowledge base and provided me a solid foundation in my interaction with clients and helps me provide accurate information.”

Rachel Lockwood, Director of Client Service at Howard Bailey Financial, congratulated Holeman on her achievement, sharing, “We are incredibly proud of Lakeshia for earning the FPQP designation. Her dedication to growth and bettering her service to our clients truly exemplifies the 10X mentality that drives our team. We’re excited to see the positive impact her expanded knowledge will bring to the firm.”

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.

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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.  

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. 

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