FORT WAYNE, IN – Howard Bailey Financial is pleased to announce that Jamie Tolson, FPQP®, Client Service Specialist in the Fort Wayne Office, has successfully passed her life and health insurance licensing exam. This achievement enables Tolson to further support clients by offering specialized guidance on health insurance products, life insurance policies, and coverage that protects against medical expenses, disability income loss, and long-term care needs.

“Many of our clients have insurance products integrated into their financial plans. Insurance products can be complicated to understand, even as a professional working within the financial planning space,” said Tolson. “Pursuing my Life & Health offered me the opportunity to fill in this knowledge gap, which has allowed me to provide better service to our clients and be a better asset to our team.”

Tolson’s new license enables her to guide clients through the complexities of insurance options, providing tailored advice that aligns with their financial goals and life plans. This new licensing is in addition to Tolson earning her Financial Paraplanner Qualified Professional designation (FPQP®) in the spring of 2024.

"We're incredibly proud of Jamie’s continual pursuit of knowledge,” said Rachel Lockwood, FPQP®, Director of Client Service. “Her dedication to expanding her skills reflects Howard Bailey’s commitment to providing clients with the highest level of service. Earning her Life & Health equips Jamie with the knowledge and skills to offer even more tailored guidance, ensuring our clients feel confident in their financial decisions."

This achievement reflects Howard Bailey’s mission to help clients gain clarity in their purpose and elevate meaning in their lives. Committed to fostering growth, the firm embraces the philosophy of "growing people who grow people," striving to create a lasting, positive impact on clients, team members, and the community for the next 100 years and beyond.

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.****

***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.

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.

©2024 HOWARD BAILEY FINANCIAL, INC.  

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