Our overall goal as financial professionals is to exceed your expectations with lasting relationships. Our professionals are educated, credentialed, experienced, and readily available to help you pursue your financial goals!
Edward Louis ShobeCFP®, CLU
ChairmanChairman of The Shobe Financial Group, Ed has over 40 years’ experience in the financial services industry specializing in comprehensive financial planning for individuals and closely-held businesses…
Jason P. WindhamCFP®, CLU, ChFC, CIMA
PresidentJason P. Windham, President of The Shobe Financial Group, is a Certified Financial Planner™ practitioner, Chartered Life Underwriter and a Chartered Financial Consultant…
William R. PomeroyCFP®
Executive Vice PresidentWilliam R. Pomeroy, CFP®, former Executive Vice President for The Shobe Financial Group and The EDSA Group, is on extended leave…
Craig KliebertCFP®
Assistant Vice PresidentCraig Kliebert, Assistant Vice President of The Shobe Financial Group, joined the financial planning team in July of 2005…
Zainab GandhiCFP®
Associate Financial PlannerZainab "Zee" Gandhi, Associate Financial Planner of The Shobe Financial Group, joined the team in January, 2008…
Corey P. Luckett
Associate Financial PlannerCorey P. Luckett, Associate Financial Planner of The Shobe Financial Group, joined the financial planning team in February of 2010…
William F. Campbell, Jr.CFP®, CLU®, ChFC®, CEBS
Associate Financial PlannerWilliam F. Campbell, Jr., Associate Financial Planner of The Shobe Financial Group, joined the firm in March, 2011…
Jerold Marc Matherne
Financial Services AssociateJerold Marc Matherne joined The Shobe Financial Group in January, 2011. Marc is a Registered Representative with Raymond James Financial Services and is currently a candidate for the CFP® certification…
Erin M. Sigur
Associate Financial PlannerErin Sigur joined our team as a college intern in December, 2010, and upon her recent graduation, became a full time employee with The Shobe Financial Group…
Sue Hill
Executive AssistantSue Hill joined our team in July, 2007 as Executive Assistant to Ed Shobe, Chairman…
Jaqueline Laplante
Client Services ManagerJaqueline LaPlante, Client Services Manager, joined The Shobe Financial Group in October of 2009…
Betty Laakson
Chief Compliance OfficerBetty Laakson is the Chief Compliance Officer for The Shobe Financial Group. She joined us in 2006, bringing more than 30 years of experience in financial planning and insurance…
Kathleen Brune
Accounting and Human ResourcesKathleen Brune manages the books and all accounting matters for The Shobe Financial Group, Financial Benefits, Inc…
Susan S. Windham
Vice PresidentSusan Windham is Vice President of The Shobe Financial Group, one of two founding firms of The EDSA Group, and participates on the Board of Directors for The Shobe Financial Group where she acts in the role of Secretary…