Our Shobe Financial Group – 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™

Zainab M. Gandhi

CFP®
Vice President, CERTIFIED FINANCIAL PLANNER™

Craig A. Kliebert

CFP®
Senior 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®
CERTIFIED FINANCIAL PLANNER™

Client Services

Jessica A. Petrilak

Client Services Manager

Shawna S. Goodly

AIF
Client Service Specialist

Barrett R. Blanchard

Financial Services Associate

Noah McMichael

Financial Services Associate

Robyn Valliant

Financial Services Administrator

Operations

Susan S. Windham

Senior Vice President, Marketing

Mollie P. Kimrey

Office Manager

Jackie N. Welch

Office Administrator

Connie P. Lieux

Compliance & Special Projects Manager

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

CFA®
Portfolio Manager

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Director, Investment Platform

Research Department

Brett Carson

CFA®
Director of Research

Kevin Zlomke

Director of Trading

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Scott Berryman

JD
Director of Trust Services

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Michael Gruidel

CFP®
Wealth Planner

Jody Jackson

FPQP™
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