Three members of the Howard Bailey Financial team – Rachel Lockwood, Taylor Mauch and Sara Provines – have each received a promotion and a subsequent title change. With a decade of experience at Howard Bailey among them, this group is well positioned for continued growth in 2024.

Rachel Lockwood, formerly the Client Service Lead, has been promoted to Director of Client Service. In this role, Lockwood will lead the Client Service Team which strives to provide secure, accurate and efficient service to our clients. The team specializes in the financial operations and processing that deliver our clients customized retirement strategies.

“Rachel exemplifies quality and subject matter knowledge and has embraced her personal development in team leadership and interdependence,” said Matt Chambers, Chief Operating Officer.

Taylor Mauch, formerly the Director of Innovation, has been promoted to Director of Operations. Mauch will continue leadership of IT and cross-functional projects while adding accounting and finance functions to her portfolio.

“Taylor continues to demonstrate full accountability of her role and its responsibilities,” said Chambers. “She will embrace and expedite her continual learning in accounting and financial strategy and analysis.”

Sara Provines, who remains a financial advisor with select clients, has additionally been promoted to Director of Advisory Services. Provines will equip and elevate the advisory services that Howard Bailey provides to our clients by actively identifying the needs of the advisors, both collectively and individually, and providing appropriate support in the areas of development, processes and technology.

“Sara has fully embraced individual leadership, continual learning in passing the Series 65 and understanding our Howard Bailey advisory services,” said Chambers. “She has established herself as a “Go-To” for many of us.”

Chambers noted that all decisions, inclusive of the growth and promotion of our team members are made based on what is best for Howard Bailey clients, as well as the Howard Bailey team.

“We use our purpose, mission, core values and brand promises to lead and guide us in these decisions,” he said.

The promotions are effective immediately.

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. 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. Howard Bailey leverages the partnership for advertising, events and recruiting efforts 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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