FORT WAYNE, IN – Howard Bailey is pleased to announce the return of Lakeshia Holeman to the Client Service Team. Holeman brings a wealth of experience and a commitment to making a difference to her role at Howard Bailey. With a background in retirement planning and a passion for helping clients navigate their financial futures, she is poised to once again contribute significantly to the company's mission of empowering individuals to achieve their retirement goals.

Holeman was with Howard Bailey’s Fort Wayne location for a little over a year, then took a brief hiatus to follow other pursuits, but ultimately found herself back at Howard Bailey.

"I wanted to have the opportunity to grow with a company that feels like family,” Holeman said. “Howard Bailey wants to see you grow individually and as part of the team.”

And the team was happy to welcome her back.

"When we were seeking a new team member, we were looking for someone who not only had the skills and expertise in retirement planning but also shared our values and commitment to client satisfaction. When the opportunity arose to welcome Lakeisha back, it was clear that we should make it happen, and it is fulfilling to everyone at Howard Bailey that we did. Lakeisha both left us and rejoined us for the best reasons – family," said Matt Chambers, COO at Howard Bailey. "Lakeshia's dedication to making a difference and her enthusiasm for continuous growth align perfectly with our company culture. We are thrilled to welcome her to the Howard Bailey family."

In her role on the Client Service Team, Holeman will be responsible for assisting clients with general inquiries, processing various requests related to retirement accounts, and ensuring seamless communication between clients and the advisory team.

"I am honored to be a part of the Howard Bailey team and look forward to contributing to the success of our clients," Holeman added. "I am committed to providing exceptional service and support to help our clients achieve their financial goals and secure their futures."

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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