Our Baton Rouge, LA Team

Wealth Advisors

Edward Louis Shobe

CFP®, CLU®

Chairman, Partner and CERTIFIED FINANCIAL PLANNER®

Jason P. Windham

CFP®, CLU®, ChFC®, CIMA®, AIF®

President, Partner and CERTIFIED FINANCIAL PLANNER™

Craig A. Kliebert

CFP®

Senior Vice President, CERTIFIED FINANCIAL PLANNER™

Zainab M. Gandhi

CFP®

Vice President, CERTIFIED FINANCIAL PLANNER®

Corey P. Luckett

CFP®, AIF®

Vice President, CERTIFIED FINANCIAL PLANNER™

Erin Sigur Sibley

CFP®, CRPS

CERTIFIED FINANCIAL PLANNER™

Bailey N. McNamara

CFP®, MBA

CERTIFIED FINANCIAL PLANNER™

Shawna S. Goodly

AIF®

Financial Advisor

Client Services

Jessica A. Petrilak

Client Services Manager

Brielle Self

Financial Services Associate

Griffin Caraccioli

Financial Services Associate

Macade Wright

Financial Services Associate

Gwen Riley

Director of First Impressions

Operations

Dane Babin

Operations Manager

Susan S. Windham

Senior Vice President, Marketing

Meg Gifford

Administrative Assistant

Brea Rougeau

Administrative Assistant

Investments

Ryan Detrick

CMT®

Chief Market Strategist

Jessica Golson

CIPM

Senior Vice President, Investments and Trading

Sonu Varghese

Ph.D.

Vice President, Global Macro Strategist

Mike Lawrence

CFA®

Portfolio Manager

Grant Engelbart

CFA®, CAIA®

Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.

Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Debra Taylor

CPA/PFS™, JD, CDFA®

Managing Partner and Chief Tax Strategist

Matt Lewis

CLU®, CLTC®

Vice President, Insurance

Mike Valenti

CPA, CFP®

Vice President, Tax & Financial Planning

Scott Berryman

Director, Trust Solutions

Patrick Carter

CPA

Senior Tax Planner

Beth Schanou

Senior Wealth Planner

Michael Barczak

CFA

VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®

Director, Wealth Planning

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®

Wealth Planner

Ryan Egolf

Senior Tax Planner

Tom Mullen

Senior Tax Planner