Press

Howard Bailey Financial® recently celebrated the grand opening of its newest office in Carmel with an open house event. Located downtown, the expansion marks the firm’s fifth location in the Midwest and continues its commitment to providing personalized financial planning services across the region.

Howard Bailey Financial^® is proud the addition of Angela Hays to the team as an Impressions Specialist for the office in Brownsburg, IN. Known for her positive attitude, strong attention to detail, and collaborative spirit, Hays is passionate about connecting with people and delivering seamless support for teams and events.

Howard Bailey Financial is proud to announce that Senior Financial Advisor Reid Braun has earned his Chartered Financial Consultant® (ChFC®) designation — a mark of advanced education in comprehensive financial planning.

Howard Bailey Financial® is proud to announce the opening of its newest office in Carmel, IN. This marks the firm’s fifth location in the Midwest, reinforcing its commitment to helping individuals and families navigate their financial futures with more confidence.

Howard Bailey Financial is pleased to announce the promotion of Lynette Fager to Director of Communications. With over 15 years of experience in communications, ranging from content creation to publishing to public relations to marketing, Fager brings her expertise to further Howard Bailey’s mission of helping others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies.

Howard Bailey Financial is thrilled to announce the addition of Trae Hassebroek as an Advisory Team Associate. In this role, Hassebroek will provide vital support to the advisory team, assisting clients in the Brownsburg office with the development of their personalized retirement plans.

Howard Bailey Financial is excited to announce the addition of Eindra Maung as Creative Marketing Coordinator. In this role, Maung will combine her expertise in production design with her skills in project management to ensure the smooth flow of marketing initiatives from concept to completion.

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.

Isaac Berg, a financial advisor with Howard Bailey Financial, has officially earned the Certified Financial Planner® (CFP®) designation, a highly regarded certification within the financial services industry. This achievement represents the culmination of years of rigorous study, extensive experience, and a commitment to adhering to the highest ethical standards.

Howard Bailey Financial is proud to announce that Carl Wright Jr. FPQP® Marketing Multimedia Specialist, has earned his Airman Certificate from the Federal Aviation Administration.

Howard Bailey Financial is pleased to announce the addition of Andrea Belford as Office Manager. In her role, Belford will be responsible for overseeing scheduling, client communication, and data input, as well as coordinating events, collaborating on marketing initiatives, and helping ensure an exceptional client experience.

Howard Bailey Financial is thrilled to announce the hiring of Jailyn Anthony as a Client Service Specialist. In this role, Anthony will provide continual communication to clients, manage financial cases, and support the Advisory team by helping ensure the timely preparation of reports and data ahead of client retirement plan reviews.