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®, ChFC®
MARSHAL N. JOHNSON, CFP® Vice President
Reid Braun Financial Advisor
Christopher L. Horoky Financial Advisor
ROB MCCOY, CFP® 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.
JENN Service Advisor
Rachel Service Advisor
Chris Service Advisor
CAITLYN Client Success Officer
JASON Client Service Concierge
Rachel Client Service Concierge
KARISSAClient Service Concierge
Brad Client Service Concierge
Mark 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.
Hannah First Impressions Specialist
Deven First Impressions Specialist
Lyndi 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
Erin Chief People Officer
John Chief Compliance Officer
Steve Director of Marketing & Storytelling
Kim Client Experience Maven
RYAN Creative Marketing Coordinator
ASHLEY Visionary Associate
TERYN Visionary Associate
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.