You’ve worked hard for your money.
We’ll work just as hard to help you protect 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
ROBERT MCCOY Financial Advisor
RYAN NUECHTERLEIN Financial Advisor
CHRISTOPHER L. HOROKY Financial 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.
JASON Operations Manager
ALYSSA Client Service Specialist
KODY Client Service Specialist
ELIZA Client Service Specialist
BRIDGETTE Client Service Specialist
JOE Client Service Specialist
Hannah Client Service Specialist
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!
CHELSIE Director of Operations
TERYN Director of Marketing/Event Coordinator
MEGHAN Calendar Coordinator
DIANN Administrative Assistant
DAWN Administrative Specialist
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.