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 protect 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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ROBERT
MCCOY Financial Advisor

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RYAN NUECHTERLEIN Financial Advisor

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CHRISTOPHER L. HOROKY Financial Advisor

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BRAD
SIMICH Service Advisor

Client Service 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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JASON Operations Manager

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ALYSSA Client Service Specialist

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KODY Client Service Specialist

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ELIZA  Client Service Specialist

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BRIDGETTE Client Service Specialist

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JOE Client Service Specialist

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Hannah Client Service Specialist

Operations Team

The operations team wears many hats, but their main focus is to make sure our day-to-day operations run smoothly. Coordinating all educational, appreciation, corporate and charitable events throughout the year, this team has its hands full. Aside from the many events offered throughout the year, your operations team is responsible for preparing and distributing client-related marketing and communication materials, as well as facilitating and following up with any scheduling requests. Assuring efficiency and productivity within the office is the name of the game!

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CHELSIE Director of Operations

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TERYN Director of Marketing/Event Coordinator

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MEGHAN Calendar Coordinator

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DIANN Administrative Assistant

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DAWN Administrative Specialist

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CONNOR First Impressions Specialist

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ASHLEY First Impressions Specialist

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Bentley Team Mascot

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.