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…

  • 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…

  • 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…

  • 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…

  • 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| CFP®

    Financial Planner

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

  • Betty L. Laakson

    Betty L. Laakson

    Chief Compliance Officer

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

  • 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…

  • 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 all operations…

  • 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…

  • 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…

  • Patti Chiasson

    Patti Chiasson

    Office Administrator

    Patti Chiasson, Office Administrator of The Shobe Financial Group, joined the team in May of 2014…

  • Connie Lieux

    Connie Lieux

    Special Projects Coordinator

    Connie Lieux, Special Projects Coordinator for The Shobe Financial Group, joined the team in September of 2014…