Meet the professionals who can help you pursue your goals.


We help individuals and families pursue their ideal retirements.

You’ve worked hard for your money.
We’ll work just as hard to help you preserve and grow it.

Advisory Team

Your Advisory Team has been charged with the responsibility of thoroughly understanding your goals and dreams, using their knowledge and experience to help you realize them.

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CASEY B. WEADE, CFP®, RICP®, CLU® President

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MARSHAL N. JOHNSON, CFP® Vice President

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Reid Braun Financial Advisor

Christopher L. Horoky

Christopher L. Horoky Financial Advisor

Rob McCoy

ROB MCCOY, CFP® Financial Advisor

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RYAN NUECHTERLEIN Financial Advisor

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BRADLEY SIMICH Financial Advisor

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Brad Smock Financial Advisor

Client Services Team

The client service team is here to ensure that your experience with Howard Bailey is above and beyond expectations. Your team is here to assist with various service items and any additional requests in regards to your customized retirement plan, as well as annual and quarterly review preparation.

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ALYSSA Client Success Officer

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JENN Service Advisor

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Rachel Service Advisor

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KARISSAClient Service Concierge

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JASON Client Service Concierge

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Rachel  Client Service Concierge

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Brad  Client Service Concierge

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Mark  Client Service Concierge

Impressions Team

The Impressions Team are the friendly faces who greet you when you visit, and the voices when you call into our office. They route your call to your Advisor and assist with follow-up meetings and scheduling requests. They also register clients for events, fulfill book orders and other giveaways from the podcast, radio and TV programs. If you have any questions or concerns, our Impressions team will be the first to ask how they can make your day better.

Hannah Ash

Hannah First Impressions Specialist

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Deven  First Impressions Specialist

Operations Team

The Operations Team wears many hats, but their main focus is to ensure our day-to-day runs smoothly. Collectively, this team recruits new talent to join the growing Howard Bailey family; plans and coordinates all educational, appreciation, corporate and charitable events; prepares and distributes client-related marketing and communication materials; sends weekly updates to our email list; and updates all of our social media channels. This group is the creative yin to the financial yang.

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CHELSIE Chief Inspiration Officer

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Joy VP of People Strategy

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Erin Chief People Officer

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Steve Director of Marketing & Storytelling

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Kim Client Experience Maven

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RYAN Creative Marketing Coordinator

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ASHLEY Visionary Associate

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TERYN Visionary Associate

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HANNAH Communications Associate

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Give us a call at (866) 482-9559

Or email us at info@howardbailey.com.