Howard Bailey Financial hosts client appreciation event at Notre Dame with Heisman winner Tim Brown

Posted: 06/18/2025

SOUTH BEND, IN — More than 100 clients and guests of Howard Bailey Financial^® gathered for a memorable evening at the University of Notre Dame, where Heisman Trophy winner and NFL Hall of Famer Tim Brown took center stage as the featured guest at a special client appreciation event.

Hosted on the iconic Notre Dame campus, the event was designed to thank clients for their continued trust and partnership and to introduce guests to Howard Bailey Financial^®. Attendees enjoyed an inspiring keynote and Q&A experience from Brown, who shared powerful stories from his time at Notre Dame, his professional football career, and his journey beyond the game.

The event’s location and speaker also underscore Howard Bailey’s relationship with Notre Dame as the Official Wealth Management Sponsor for Notre Dame Athletics.

“Tim’s message of perseverance, purpose, and legacy was the perfect backdrop for this night of gratitude,” said Casey Weade, Founder & CEO of Howard Bailey Financial^®. “It’s a privilege to bring together our clients in such a meaningful way—and at such a meaningful place.”

The evening included a private meet-and-greet for Howard Bailey Champions, dinner in the exclusive Club Namoli, and time to connect with fellow clients and the Howard Bailey Financial team.

Brown, who remains one of the most respected figures in football history, left a lasting impression on all in attendance. His return to Notre Dame made the event even more special for many longtime fans and alumni.

Howard Bailey Financial^® looks forward to continuing its tradition of heartfelt appreciation by offering events that enrich and inspire the people they serve.

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.****

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

***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.

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