It’s hard to believe today is the 39th anniversary of the start of our business. I am sending this heartfelt “Thank you for allowing us to help you plan your financial future”!
As I reflect on the last 39 years, most of my moments are pegged to specific things in which I was involved. As you know, my daughter Susan works in our business and put pen to paper on her experience in the evolution of our business:
“I remember when my dad, Ed Shobe, discussed with our family of four that he was starting a business. My sister and I were children – both living at home, both in private school – with college to follow. In hindsight, I can imagine the planning that went into the decision to start a business. But this makes sense, given the company he started. The planning he did to pursue his goal of opening his own business is the same planning The Shobe Financial Group does today to help our clients pursue their dreams.
In 1998, Jason and I joined the business and committed to the mission – to help people pursue their life goals. Interestingly, we were Shobe Financial clients prior to joining the business, so knew the business from a client’s perspective. Jason, now President, and my dad have worked together for the past 24 years to continue to build our amazing team of professionals and processes to ensures we deliver tailored services for every client - no matter where they are in life or the world.
I am proud to be a part of the team that helps so many people take good care of the things most dear to them – their family – their business – their future.
Thank you for allowing us to work with you!”
-Susan Shobe Windham
From all of us at The Shobe Financial Group—Thank you for sharing some of the most relevant and important parts of your lives with us - and letting us help.