FORT WAYNE, INDIANA, May 13, 2022 – Howard Bailey Financial, Inc., an independent retirement planning firm headquartered in Fort Wayne, announced the hiring of James “Jamie” Dewese as a Financial Advisor for their new Toledo office location.
In this role, Dewese will provide customized financial and retirement guidance to clients utilizing Howard Bailey’s proprietary planning process, the Retire With Purpose™ Framework. He will focus on helping clients define their unique purpose, coach them through their financial goals and develop financial strategies that align with the four key pillars of their L.I.F.E. plan.
At age 15, Dewese began working in retail, and following high school graduation, he continued building his own business over the course of 12 years. Dewese then went on to pursue a career in bank management, followed by five years specializing in investment and financial planning with an Ohio-based investment firm. These experiences sparked Dewese’s passion for helping others reach financial independence and prompted him to step into his current career of retirement planning.
Dewese graduated from Terra State Community College with a degree in Business Management. Additionally, he is an Investment Adviser Representative, and holds his Series 6, 63, 66 and 7 certifications. Dewese also possesses unique knowledge around the state of Ohio’s pension systems, specifically around the STRS, SERS and OPERS retirement accounts.
Casey Weade, Founder and CEO of Howard Bailey Financial, Inc., is excited to bring Dewese onto his growing team. “As a firm, we are in the process of expanding our footprint into the Toledo, Ohio, area with the addition of a new office location. By incorporating Jamie Dewese into the Howard Bailey advisory team, this not only means growth for us all personally, but further opportunity for us to continue our mission of helping others gain financial confidence. With his extensive career background, I am ecstatic to see Jamie carry that mission forward.”
“Joining Howard Bailey Financial presents an amazing opportunity for me to elevate my passion for connecting with others, building long-lasting relationships and creating a positive impact,” Dewese added. “I am excited to grow personally and professionally while helping clients plan their path to retirement with purpose,”
Dewese is married to Angie, and together they parent their two children: Michaela (22) and Zach (19).
Howard Bailey’s new Toledo office is expected to open early summer in The Town Center at Levis Commons.