You’ve worked hard for your money.
We’ll work just as hard to help you preserve and grow it.
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.
CASEY B. WEADE, CFP®, RICP®, CLU® President
MARSHAL N. JOHNSON, CFP® Vice President
Reid Braun Financial Advisor
Christopher L. Horoky Financial Advisor
ROB MCCOY Financial Advisor
RYAN NUECHTERLEIN Financial Advisor
BRADLEY SIMICH Financial Advisor
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.
ALYSSA Client Success Officer
JASON Client Service Concierge
JENNIFER Client Service Concierge
JOEClient Service Concierge
KARISSAClient Service Concierge
Rachel Client Service Concierge
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.
KristieChief First Impressions Administrator
Carla First Impressions Specialist
ASHLEY First Impressions Specialist
Hannah First Impressions Specialist
Rachel First Impressions Specialist
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.
CHELSIE Chief Inspiration Officer
Joy VP of People Strategy
Steve Director of Marketing & Storytelling
TERYN Visionary Associate
Janelle Client Experience Maven
ELIZA Information Synergist
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.