Meet the Shobe Team


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 Shobe

    Edward Louis Shobe| CFP®, CLU®

    Chairman

    Chairman 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. Windham

    Jason P. Windham| CFP®, CLU®, ChFC®, CIMA®, AIF®

    President

    Jason P. Windham, President of The Shobe Financial Group, is a Certified Financial Planner™ practitioner, Chartered Life Underwriter, Chartered Financial Consultant, Certified Investment Management Analyst, and a Accredited Investment Fiduciary…

  • William R. Pomeroy

    William R. Pomeroy|

    Former Executive Vice President

    William R. Pomeroy, former Executive Vice President for The Shobe Financial Group and The EDSA Group, is on extended leave…

  • Craig A. Kliebert

    Craig A. Kliebert| CFP®

    Vice President

    Craig Kliebert, Vice President of The Shobe Financial Group, joined the financial planning team in July of 2005…

  • Zainab M. Gandhi

    Zainab M. Gandhi| CFP®

    Financial Planner

    Zainab “Zee” Gandhi, Financial Planner of The Shobe Financial Group, joined the team in January 2008…

  • Corey P. Luckett

    Corey P. Luckett| CFP®, AIF®

    Financial Planner

    Corey P. Luckett, Financial Planner of The Shobe Financial Group, joined the financial planning team in February of 2010…

  • Erin M. Sigur

    Erin M. Sigur| CFP®

    Financial Planner

    Erin Sigur, Financial Planner of The Shobe Financial Group, joined the Shobe Financial Group as a Finance Intern in December of 2010…

  • Paige Johannessen

    Paige Johannessen

    Financial Advisor

    Paige Johannessen, Financial Services Associate of The Shobe Financial Group, joined the financial planning team in May of 2014…

  • Richard E. Morales

    Richard E. Morales

    Financial Services Associate

    Richard Morales joined the Shobe Financial Group as a Finance Intern in the Summer of 2012…

  • Sue Ellen Hill

    Sue Ellen Hill

    Executive Assistant

    Sue Hill joined our team in July, 2007 as Executive Assistant to Ed Shobe, Chairman…

  • Betty L. Laakson

    Betty L. Laakson

    Chief Compliance Officer

    Betty Laakson is the Chief Compliance Officer for The Shobe Financial Group…

  • Jeanne Takyi

    Jeanne Takyi

    Operations Administrator

    Jeanne Takyi is the Operations Administrator for The Shobe Financial Group. She is joining our team with six years of experience in insurance and investment industries…

  • Kathleen O. Brune

    Kathleen O. Brune

    Accounting and Human Resources

    Kathleen Brune manages the books and all accounting matters for The Shobe Financial Group, Financial Benefits, Inc…

  • Susan S. Windham

    Susan S. Windham

    Vice President

    Susan 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…

  • Patti Chiasson

    Patti Chiasson

    Client Service Associate

    Patti Chiasson, Planning Coordinator of The Shobe Financial Group, joined the team in May of 2014…