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

Griffin Caraccioli

Financial Services Associate

Macade Wright

Financial Services Associate

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

Matthew (Matt) Smith

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Scott Berryman

Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
Director, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

EA
Senior Tax Planner

Thomas Resner

Director, Retirement Operations

Tom Mullen

Senior Tax Planner