Howard Bailey Financial Welcomes Grant Welter to the Team
Howard Bailey Financial is excited to announce the newest addition to its team, Grant Welter. Welter brings a wealth of diverse experiences and a commitment to service that align perfectly with Howard Bailey's mission of helping others gain clarity in purpose and elevate meaning in their lives.
Howard Bailey Welcomes Holeman Back to the Team
Howard Bailey is pleased to announce the return of Lakeshia Holeman to the Client Service Team. Holeman brings a wealth of experience and a commitment to making a difference to her role at Howard Bailey. With a background in retirement planning and a passion for helping clients navigate their financial futures, she is poised to once again contribute significantly to the company's mission of empowering individuals to achieve their retirement goals.
Hoopengardner Earns FPQP
Howard Bailey is proud to announce that Amber Hoopengardner has recently earned her FPQP certification. This accomplishment is a testament to Howard Bailey's dedication to nurturing talent and fostering a culture of continuous learning and development. Hoopengardner is the twelfth Howard Bailey team member to earn their FPQP designation.
Five Howard Bailey Team Members Take Next Career Steps
Howard Bailey Financial proudly announces the strategic advancement of five of its team members, emphasizing the organization's commitment to employee growth. These title changes reflect the dedication, expertise, and invaluable contributions of these individuals to Howard Bailey’s continued success and growth.
Pruitt Passes Series 65
Howard Bailey Financial proudly announces that Jason Pruitt, Associate Advisor, has successfully passed the Series 65 exam.
COO Earns MBA from University of Wales Trinity Saint David
Howard Bailey Financial is pleased to announce that Matt Chambers, the firm’s Chief Operating Officer, has earned his Master of Business Administration from the University of Wales Trinity St. David. Chambers joined the Howard Bailey leadership team in 2021.
Howard Bailey Welcomes Tolson
Howard Bailey Financial welcomes Jamie Tolson to the Fort Wayne team as a Client Service Specialist.
Howard Bailey Welcomes Hoopengardner
Howard Bailey Financial welcomes Amber Hoopengardner to the Fort Wayne team. Hoopengardner hails from Churubusco and came to Howard Bailey by way of Purdue University where she studied agriculture business management.
Harper Earns LL.M. From Georgetown
John. H. Harper, Esq., has earned his LL.M. Harper currently serves as General Counsel and Chief Compliance Officer for Howard Bailey, a role he has held since 2020.
Three Promotions to Directorship
Three members of the Howard Bailey Financial team – Rachel Lockwood, Taylor Mauch and Sara Provines – have each received a promotion and a subsequent title change.
Three New Hires for Howard Bailey Financial
Howard Bailey Financial is pleased to announce the hiring of Lynette Fager, Marti Evans and Ryan Zeeb to the team.
Howard Bailey Hires Chief Purpose Officer
Howard Bailey is pleased to welcome Les McDaniel to the team. McDaniel joined the team as the firm’s first Chief Purpose Officer.