Meet Erin
Erin enjoys connecting with people around wealth management, helping them navigate the financial planning and retirement planning process. She supports her clients not only through their working years but also into the years following their retirement—leaning in to help with this big life transition.
A graduate of Louisiana State University with a degree in Finance, she has her Series 66, Series 7, Life & Health Insurance licenses and is a Chartered Retirement Plans Specialist ®. She also leverages her constant desire to learn to stay current on new product updates and capabilities for financial planning software and other FinTech products that can benefit our team and clients.
Outside of work, Erin is active within her local church community and enjoys spending time with her husband, two children, and close family. Together, they enjoy traveling, volunteering, and spending time in their vegetable garden.
Qualifications
- 14 years financial industry experience
- 2 years with Carson Wealth – The Shobe Financial Group
- 12 years with The Shobe Financial Group
- BS in Finance from Louisiana State University
- CFP®
- CRPS