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Pruitt Passes Series 65

Howard Bailey Financial proudly announces that Jason Pruitt, Associate Advisor, has successfully passed the Series 65 exam.

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COO Earns MBA from University of Wales Trinity Saint David

Howard Bailey Financial is pleased to announce that Matt Chambers, the firm’s Chief Operating Officer, has earned his Master of Business Administration from the University of Wales Trinity St. David. Chambers joined the Howard Bailey leadership team in 2021.

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Harper Earns LL.M. From Georgetown

John. H. Harper, Esq., has earned his LL.M. Harper currently serves as General Counsel and Chief Compliance Officer for Howard Bailey, a role he has held since 2020.

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Three Promotions to Directorship

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.

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Three New Hires for Howard Bailey Financial

Howard Bailey Financial is pleased to announce the hiring of Lynette Fager, Marti Evans and Ryan Zeeb to the team.

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Howard Bailey Hires Chief Purpose Officer

Howard Bailey is pleased to welcome Les McDaniel to the team. McDaniel joined the team as the firm’s first Chief Purpose Officer.

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Four New Hires for Howard Bailey Financial

Howard Bailey Financial is pleased to announce the hiring of Ty Wyss, Ashlee Ritchie, Aoife Power and Bryan Provines to the team.

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Partnership Press Release

NOTRE DAME and FORT WAYNE, IN, March 24, 2023 – Notre Dame Global Partnerships (NDGP), the multimedia rightsholder for the University of Notre Dame Athletics Department, announced today a new multiyear partnership with Howard Bailey Financial, Inc.™, the Official Wealth Management Partner of Notre Dame Athletics.

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Howard Bailey acquires Indianapolis-area financial firm

Howard Bailey Financial, Inc.™ announced the integration of Singer Financial, a firm located in Brownsburg, IN, that has provided retirement planning guidance for more than 25 years.

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Howard Bailey Financial officer appears with daughter on "America’s Got Talent"

Matthew Chambers, Chief Operating Officer for Howard Bailey Financial, Inc., a Fort Wayne-based independent retirement planning firm and publisher of finance-based education resources, appeared with his daughter, Chloe, on the Monday, March 7, 2022, episode of ABC’s America’s Got Talent: Extreme.

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Your Planning Process In The Press

Our team is passionate about creating a retirement plan that’s truly customized to you, and that begins with identifying your life’s meaning and purpose. I found that aligning your ‘why’ with financial strategies that mirror your goals and values, creates more opportunity to have an impact in the world now, as well as in the future.

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A Modern Retirement Mindset: Elevate Meaning and Purpose By Becoming 'Job Optional'

With the right framework, you can stop worrying about what's next and focus on what's here today.