Eric D. Bailey, CFP®, CMFC
Founder & CEO
Eric D. Bailey is a Certified Financial Planner with over 30 years of experience as a financial advisor. As the founder and principal of Bailey Wealth Advisors, he and his team specialize in “Sustainable Wealth Strategies”...
Kathleen Lipshultz brings over 20 years of customer service experience to Eric’s practice. Dedicated to providing the utmost in customer service, Katie focuses on various areas, including refining our client service model,...
John A. Henderson III, CRPC®
John A. Henderson III, CRPC®, is a financial planner with Bailey Wealth Advisors. He provides comprehensive financial planning in the areas of retirement planning, asset management, personal risk management, education funding and...
Kayla M. Walter, MSF, CFP®
Kayla Walter is a CERTIFIED FINANCIAL PLANNER™ professional with almost a decade of experience assisting high-net-worth individuals and families with their financial planning needs. With love for planning and organizing, Kayla...
Ron C. Franks, JD*
Director of Operations
As Director of Operations, Ron is responsible for achieving maximum operational efficiency throughout the firm contributing to an exceptional client experience. Ron’s responsibilities include the review and assessment of current...
Client Relationship Analyst
Alvand is a recent college graduate of Towson University College of Business and Economics.His experience conducting independent research in labor and poverty economics has earned himhands-on training with economic theory and has made...
Marketing & Communications Director