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Shobe Financial Group Shobe Financial Group
(225) 763-7010
Shobe Financial Group Shobe Financial Group
About Services Processes Team Client Center
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Meet the Shobe Team

Your Success is Our Priority!

Experience wealth management and financial planning with a team of professionals who care about your financial future as much as you do.

Since our start in 1983, a lot has changed about the way people earn, spend, save and manage their wealth over time.

But what hasn't changed is the role that a high-trust, long-term relationship plays in sound financial decision-making. It's a value that's just as important to us today as it was on the day we welcomed our first client in 1983.

Our team of seven Certified Financial Planner™ professionals plus seasoned client support staff are focused on your goals as if they were their own. When we better understand what your financial future means to you and your family, we achieve our goal of becoming so much more to you than a financial planner.

When it's a matter of money, it matters who manages it. 

Our Team

Edward Louis Shobe

Edward Louis Shobe

Chairman CFP®, CLU®

Phone: 225-763-7010 ext. 7011 eshobe@shobe.com

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Jason P. Windham

Jason P. Windham

President CFP®, CLU®, ChFC®, CIMA®, AIF®

Phone: 225-763-7010 ext. 7023 jwindham@shobe.com

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Craig A. Kliebert

Craig A. Kliebert

Senior Vice President CFP®

Phone: 225-763-7010 ext. 7021 ckliebert@shobe.com

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Susan S. Windham

Susan S. Windham

Senior Vice President

Phone: 225-763-7010 ext. 7045 swindham@shobe.com

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Zainab M. Gandhi

Zainab M. Gandhi

Vice President, Houston CFP®

Phone: 225-763-7010 ext. 7022 zgandhi@shobe.com

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Corey P. Luckett

Corey P. Luckett

Vice President CFP®, AIF®

Phone: 225-763-7010 ext. 7024 cluckett@shobe.com

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Erin Sigur Sibley

Erin Sigur Sibley

Financial Planner CFP®, CRPS®

Phone: 225-763-7010 ext. 7019 esibley@shobe.com

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Bailey N. McNamara

Bailey N. McNamara

Financial Planner CFP®

Phone: 225-763-7010 ext. 7034 bmcnamara@shobe.com

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Jessica A. Petrilak

Jessica A. Petrilak

Client Services Manager

Phone: 225-763-7010 ext. 7014 jpetrilak@shobe.com

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Shawna S. Goodly

Shawna S. Goodly

Client Services Specialist

Phone: 225-763-7010 ext. 7012 sgoodly@shobe.com

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Kathleen O. Brune

Kathleen O. Brune

Accounting Manager

Phone: 225-763-7010 ext. 7015 kbrune@shobe.com

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Connie P. Lieux

Connie P. Lieux

Compliance and Special Projects Manager

Phone: 225-763-7010 ext. 7036 clieux@shobe.com

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Mollie P. Kimrey

Mollie P. Kimrey

Office Manager

Phone: 225-200-7884 ext. 7035 mkimrey@shobe.com

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Jackie Welch

Jackie Welch

Office Administrator

Phone: 225-763-7013 ext. jwelch@shobe.com

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Robyn Valliant

Robyn Valliant

Financial Services Administrator

Phone: 225-763-7018 ext. rvalliant@shobe.com

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Barrett Blanchard

Barrett Blanchard

Financial Services Associate

Phone: 225-763-7028 ext. bblanchard@shobe.com

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Get In Touch

Simply call or complete the form to schedule a meeting so we can get to know each other. 
 
Phone number
(225) 763-7010
Fax number
(225) 763-7040
Email
info@shobe.com
Address
8280 YMCA Plaza Drive
Building 4
Baton Rouge, LA 70810
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