Howard Bailey Financial welcomes Jamie Tolson to the Fort Wayne team as a Client Service Specialist.

Tolson is a Fort Wayne native and a graduate of Purdue Fort Wayne, holding a degree in Business Management. Prior to joining the Howard Bailey team, Tolson held positions at Sweetwater Sound and 3Rivers Credit Union, both of which focused on client service and account coordination.

“I want to use my talents to materially improve the lives of others and help them recognize their own unique value,” said Tolson. “I create meaning by building connections, leading with empathy, and creating.”

Howard Bailey’s commitment to “growing people who grow people” was a draw for Tolson to the Fort Wayne based firm.

“I appreciate Howard Bailey's commitment to investing in the team,” said Tolson. “When we are empowered to improve ourselves, we are empowered to improve our clients' lives.”

“Jamie’s communications skills, analytical thinking and service focus bring value to our Client Service Team. Her recruitment is integral to our strategy aimed at enhancing our back-office processes and competencies,” said Matt Chambers, Howard Bailey's Chief Operating Officer. “We will assess her development of knowledge and skills through our onboarding program, under the guidance and supervision of our leadership.”

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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.

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