Howard Bailey Financial is proud to announce that Brad Reiling, a Client Service Specialist at the Fort Wayne location, has recently earned his FPQP (Financial Paraplanner Qualified Professional) certification. Reiling is the 14th Howard Bailey employee to earn this certification.

Reiling pursued the FPQP certification to further his growth as a Client Service Specialist and to gain comprehensive knowledge in financial planning.

"There were parts of the FPQP material that I was already familiar with and other areas that I had no experience,” said Reiling. “I enjoyed working through the modules and I am glad I invested the time to get my certification. What I learned through the course can be used professionally and personally. I would recommend anyone to take the course for professional and personal development."

Reiling's dedication to professional development exemplifies Howard Bailey's commitment to growing people who grow people. His new qualification not only benefits his career but also significantly enhances the services offered to clients.

"I am thrilled to congratulate Brad on earning his FPQP certification,” said Rachel Lockwood, Director of Client Service. "This achievement is a true reflection of Brad's unwavering commitment to customer service and excellence. It demonstrates his dedication to continuous learning and professional growth, which in turn, enhances the quality of service we provide to our clients. We are proud to have such a devoted and talented individual on our team, whose accomplishments inspire us all to strive for higher standards."

The Financial Paraplanner Qualified Professional (FPQP) designation is a specialized certification in the financial services industry. It equips professionals with the tools and knowledge necessary to excel in support roles related to financial planning.

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.

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. For more information on professional designations, visit finra.org/investors/professional-designations.

©2024 HOWARD BAILEY FINANCIAL, INC.

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