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™

Client Services

Jessica A. Petrilak

Client Services Manager

Garrett Gamble

Financial Services Associate

Shawna S. Goodly

AIF
Client Service Specialist

Barrett R. Blanchard

Financial Services Associate

Chris Gleason

Financial Services Associate

Noah McMichael

Financial Services Associate

Maegen Blankenship

Director of First Impressions

Robyn Valliant

Financial Services Administrator

Operations

Susan S. Windham

Senior Vice President, Marketing

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Patrick Sittner

Director, Portfolio Strategy

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

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

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning

Mark Petersen

CPA, CFP®
Senior Wealth Planner

Matt Lewis

Vice President, Insurance

Matt Kory

Vice President, Retirement Programs

Scott Berryman

JD
Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Chris Tooker

AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions