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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 busine…

  • 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 Manageme…

  • 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.

    He is a CERTIFIED FINANCIAL PLANNER™ practitioner, and a Registered Repres…

  • Corey P. Luckett

    Corey P. Luckett| CFP®, AIF®

    Assistant Vice President

    Corey P. Luckett, Assistant Vice President of The Shobe Financial Group, joined the financial planning team in February of 2010. He graduated from Louisiana State University with a Bachelor’s deg…

  • Zainab M. Gandhi

    Zainab M. Gandhi| CFP®

    Assistant Vice President

    Zainab “Zee” Gandhi, Assistant Vice President of The Shobe Financial Group, joined the team in January 2008. She is a CERTIFIED FINANCIAL PLANNER™ practitioner, and a Registered Representativ…

  • Erin Sigur Sibley

    Erin Sigur Sibley| 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. Upon her graduation from Louisiana State University in Baton Ro…

  • Joseph Dearman

    Joseph Dearman

    Financial Advisor

    Joseph Dearman joined The Shobe Financial Group in May of 2016. Joseph is a Registered Representative with Raymond James Financial Services and maintains his Series 7, Series 66, Series 24 and Loui…

  • Bailey McNamara

    Bailey McNamara

    Financial Services Associate

    Bailey McNamara joined The Shobe Financial Group as an Intern in February 2017 with prior experience in the finance industry as an administrative assistant and financial advisory intern. She was hi…

  • Shawna S. Goodly

    Shawna S. Goodly

    Client Services Specialist

    Shawna Goodly originally joined The Shobe Financial Group in 2001 as a manager and departed in 2006 after making a move to Houston, TX. Immediately upon her arrival to Baton Rouge in September of 2…

  • Jessica Petrilak

    Jessica Petrilak

    Client Services Associate

    Jessica joined The Shobe Financial Group in August of 2015. Her experience lies mainly in insurance and investment services, gained during her 8 years working in a one man office where she managed …

  • 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…

    • (225) 763-7010 ext. 7045
  • Nina S. Wager

    Nina S. Wager

    Marketing Coordinator

    Nina Wager joined our team in June of 2015 as Executive Assistant to the Chairman, and took on additional responsibilities as Marketing Coordinator soon after. Nina brought over a decade of experie…

  • Patti Ann Weidenbacher

    Patti Ann Weidenbacher

    Office Administrator

    Patti Chiasson, Office Administrator of The Shobe Financial Group, joined the team in May of 2014. She graduated from Delgado with a Associate’s degree in Accounting.

    Patti comes to us wit…

  • Connie Lieux

    Connie Lieux

    Special Projects Coordinator

    Connie Lieux, Special Projects Coordinator for The Shobe Financial Group, joined the team in September of 2014. She graduated from Louisiana State University with a Bachelor’s degree in Chemical …

  • Kathleen O. Brune

    Kathleen O. Brune

    Manager, Accounting and Human Resources

    Kathleen Brune manages the books and all accounting matters for The Shobe Financial Group, Financial Benefits, Inc., The EDSA Group, Inc., Shobe Realty Investments, Inc., and One Oak Square Propert…