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| CFP®, 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. Windham| CFP®, CLU®, ChFC®, CIMA®
PresidentJason P. Windham, President of The Shobe Financial Group, is a Certified Financial Planner™ practitioner, Chartered Life Underwriter, Chartered Financial Consultant, and a Certified Investment Management Analyst…
William R. Pomeroy|
Former Executive Vice PresidentWilliam R. Pomeroy, former Executive Vice President for The Shobe Financial Group and The EDSA Group, is on extended leave…
Craig A. Kliebert| CFP®
Vice PresidentCraig Kliebert, Vice President of The Shobe Financial Group, joined the financial planning team in July of 2005…
Zainab M. Gandhi| CFP®
Financial PlannerZainab "Zee" Gandhi, Financial Planner of The Shobe Financial Group, joined the team in January 2008…
Corey P. Luckett| CFP®
Financial PlannerCorey P. Luckett, Financial Planner of The Shobe Financial Group, joined the financial planning team in February of 2010…
William F. Campbell, Jr.| CFP®, CLU®, ChFC®, CEBS
Financial PlannerWilliam F. Campbell, Jr., Financial Planner of The Shobe Financial Group, joined the firm in March of 2011…
Jerold Marc Matherne| CFP®
Financial PlannerJerold Marc Matherne joined The Shobe Financial Group in January, 2011…
Erin M. Sigur
Financial AdvisorErin Sigur joined the Shobe Financial Group as a Finance Intern in December of 2010…
Richard E. Morales
Associate Planner
Sue Ellen Hill
Executive AssistantSue Hill joined our team in July, 2007 as Executive Assistant to Ed Shobe, Chairman…
Betty L. Laakson
Chief Compliance OfficerBetty Laakson is the Chief Compliance Officer for The Shobe Financial Group…
Kathleen O. 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…