The Shobe Financial Group

Description

Address: 8280 YMCA Plaza Dr, Baton Rouge, LA 70810 Hours: Closed ⋅ Opens 8:30AM Tue Monday8:30AM–5:30PMTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–5:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (225) 763-7010Place name: : : : : Category: : : Website: Website: http://www.shobe.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 11 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 25 min to 1.5 hr here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of The Shobe Financial Group Posting publicly on the Web Write a review Reviews Be the first to review

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The Shobe Financial Group Employees

Employee
Years
Job
Industry
Erin Sigur, CFP® Erin Sigur, CFP® Baton Rouge, Louisiana Area Details
Erin Sigur, CFP®'s The Shobe Financial Group Experience December 2010 - Present
Job Certified Financial Planner™ at The Shobe Financial Group
Industry Financial Services
Experience
The Shobe Financial Group   December 2010 - Present
SHAW GROUP  August 2010 - December 2010

Skills
Personal Financial..., Retirement Planning, College Education..., Retirement, Investment Management, Financial Services, Wealth Management, Fixed Assets, Investments, Estate Planning, Asset Allocation, Insurance

Education
Louisiana State University   2007 — 2011
Bachelor's, Business, Finance

Joshua Castro Joshua Castro Dallas/Fort Worth Area Details
Joshua Castro's The Shobe Financial Group Experience January 2011 - February 2012
Job Media Associate at Centro
Industry Marketing and Advertising
Experience
Centro  January 2014 - Present
CBS Radio  February 2013 - January 2014
Cohen Sales LLC   February 2013 - December 2013
The EDSA Group   January 2011 - May 2012
The Shobe Financial Group   January 2011 - February 2012

Skills
Microsoft Office, Social Media, Microsoft Excel, Facebook, Social Media Marketing, PowerPoint, Marketing Research, Brand Management, Microsoft Word, Market Research, Event Planning, Marketing, Wordpress, Broadcast E-Mail, Sales, Sales Forecasting

Education
Louisiana State University   2008 — 2012
Bachelor of Science (B.S.), Marketing

Jesuit College Preparatory School   2004 — 2008

Paige Johannessen Paige Johannessen Baton Rouge, Louisiana Details
Paige Johannessen's The Shobe Financial Group Experience May 2014 - Present
Job Financial Advisor at The Shobe Financial Group
Industry Financial Services
Experience
The Shobe Financial Group   May 2014 - Present
Gary & Associates, a Private Wealth Advisory practice of Ameriprise Financial Services, Inc.   April 2012 - May 2014
Associated Grocers  August 2011 - April 2012
Louisiana State University  August 2010 - May 2011

Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Asset Allocation, Estate Planning, Financial Analysis, Financial Planning, Wealth Management, Asset Management, Series 7, CFP candidate, series 66, Mutual Funds, Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Strategic Planning

Education
Louisiana State University   2009 — 2013
Bachelor of Science (BS), Finance

Michelle A. (Woodruff) Fournet Michelle A. (Woodruff) Fournet Morgan City, Louisiana Details
Michelle A. (Woodruff) Fournet's The Shobe Financial Group Experience 2003 - 2004
Job Administrative Specialist
Industry Higher Education
Experience
University of Louisiana at Lafayette  July 2015 - Present
Oceaneering  January 2014 - March 2015
South Central Louisiana Technical College, Young Memorial Campus   February 2005 - August 2013
The Shobe Financial Group   2003 - 2004
Paragon Development Group & Carroll Cattle Company   2002 - 2003
Colonial High School  August 2001 - June 2002
City of Orlando, Technology Management Bureau   April 1998 - March 2000
Orlando Police Department  1997 - 1998

Skills
Access, PowerPoint, Microsoft Office, Curriculum Development, Training, Microsoft Word, Public Speaking, Coaching, Editing, Higher Education, Curriculum Design, Captivate, Leadership Development, Supervisory Skills, Adobe Captivate, Teaching, Adobe Acrobat...

Education
University of Central Florida   1996 — 2000
Bachelor of Arts, Technical Writing

Anna Laura McKowen Anna Laura McKowen Baton Rouge, Louisiana Area Details
Anna Laura McKowen's The Shobe Financial Group Experience March 2014 - August 2014
Job Relationship Building, Excellent Customer Service
Industry Management Consulting
Experience
The Mutual Fund Store  June 2015 - Present
The Shobe Financial Group   March 2014 - August 2014
Self-Employed  April 2013 - March 2014
Thrivent Financial  September 2011 - October 2012
The Rodney Lough Jr. Gallery   December 2010 - August 2011
The Rodney Lough Jr. Gallery   February 2010 - July 2011
The Rodney Lough Jr. Gallery   February 2010 - July 2011
Scena Theatre   2009 - 2009
Bad Hamlet   2009 - 2009
The Catholic University of America  2007 - 2009

Skills
Customer Service, CRM, Photoshop, Photography, Marketing Strategy, Management, Fine Art, Social Media, Social Networking, Training, Event Planning, Social Media Marketing, Performing Arts

Education
The Catholic University of America   2007 — 2009
Bachelor's Degree, Drama, Secondary Education, Psychology

Parkview Baptist High School   2005 — 2007

Bishop Sullivan High School   2003 — 2005

Bill Pomeroy Bill Pomeroy Baton Rouge, Louisiana Area Details
Bill Pomeroy's The Shobe Financial Group Experience March 1986 - 2011
Job Former Executive Vice President
Industry Financial Services
Experience
The EDSA Group   October 1993 - 2011
The Shobe Financial Group   March 1986 - 2011

Education
Louisiana State University

Richard Morales Richard Morales New Orleans, Louisiana Details
Richard Morales's The Shobe Financial Group Experience May 2013 - July 2015
Job Juris Doctor Candidate at Tulane University Law School
Industry Law Practice
Experience
The Shobe Financial Group   May 2013 - July 2015
The University of Alabama System  September 2012 - May 2013
The Shobe Financial Group   May 2012 - August 2012

Skills
Strategic Financial..., Investment Management, Series 7, Investments, Securities, Finance, Financial Reporting, Financial Services, Retirement, Financial Advisory, Personal Financial..., Personal Finance, Retirement Planning, Wealth Management, Insurance, Financial Planning

Education
Tulane University Law School   2015 — 2017
J.D. Candidate

University of Alabama   2009 — 2013
Bachelor of Science (B.S.), Personal Financial Planning

Eric Sawyer Eric Sawyer Lubbock, Texas Area Details
Eric Sawyer's The Shobe Financial Group Experience December 2002 - July 2004
Job Certified Financial PlannerTM
Industry Financial Services
Experience
Financial Planning Association of West Texas   January 2014 - Present
Texas Tech University  January 2013 - Present
Peacefield WealthSolutions   September 2010 - Present
Southern Methodist University  September 2012 - December 2012
UT Arlington  January 2011 - June 2011
ConfidentVision   October 2007 - August 2010
DFW Financial Planning Association   2005 - 2008
Quest Capital Management, Inc.   July 2004 - September 2007
The Shobe Financial Group   December 2002 - July 2004
US Senator Phil Gramm   April 1999 - December 2002

Skills
Financial Planning, Retirement Planning, Investments, Wealth Management, Asset Management, Estate Planning, Risk Management, Insurance, Education Savings, Retirement

Education
Texas Tech University   2000 — 2002
Masters, Financial Planning

Texas A&M University   1994 — 1998
B.S., Economics and Political Science

University of North Texas   1992 — 1994
HS Diploma

Jason Windham, CFP®, CLU®, ChFC®, CIMA®, AIF® Jason Windham, CFP®, CLU®, ChFC®, CIMA®, AIF® Baton Rouge, Louisiana Area Details
Jason Windham, CFP®, CLU®, ChFC®, CIMA®, AIF®'s The Shobe Financial Group Experience 1998 - Present
Job Certified Financial Planner ™ and Investment Manager
Industry Financial Services
Experience
The Shobe Financial Group   1998 - Present
American Cast Iron Pipe Company  1991 - 1998

Skills
Financial Planning, Investment Management, Certified Investment..., Retirement Planning, Certified Financial..., Tax Planning, Estate Planning, Portfolio Management, Wealth Management, Asset Allocation, Retirement Savings, Saving for Education, insurance strategies, Investments, Financial Services

Education
Colorado State University   2011 — 2013
Master of Business Administration (MBA)

University of Pennsylvania - The Wharton School   2005 — 2005

The University of Texas at Dallas   1997 — 1997
Post-Graduate, Business Administration and Finance

University of Alabama   1988 — 1991
Bachelor of Science (B.S.), Mechanical Engineering

Milton High

Corey P. Luckett, CFP®, AIF® Corey P. Luckett, CFP®, AIF® Baton Rouge, Louisiana Area Details
Corey P. Luckett, CFP®, AIF®'s The Shobe Financial Group Experience February 2010 - Present
Job Financial Planner at The Shobe Financial Group
Industry Financial Services
Experience
The Shobe Financial Group   February 2010 - Present
LPL Financial  September 2009 - February 2010

Skills
Portfolio Management, Investment Management, Education Funding, Insurance, Financial Planning, Retirement Planning, Estate Planning

Education
Louisiana State University and Agricultural and Mechanical College
B.S. Finance

Craig Kliebert, CFP® Craig Kliebert, CFP® Baton Rouge, Louisiana Area Details
Craig Kliebert, CFP®'s The Shobe Financial Group Experience December 2012 - Present
Job Vice President The Shobe Financial Group, An Independent Firm
Industry Financial Services
Experience
The Shobe Financial Group   December 2012 - Present
The Shobe Financial Group   March 2010 - December 2012
The Shobe Financial Group   December 2008 - March 2010
The Shobe Financial Group   July 2005 - December 2008

Skills
Microsoft Office, Strategic Financial..., Estate Planning, Retirement Planning, Education Funding, Asset Allocation, Portfolio Management, Insurance, Project Planning, Wealth Management, Investment Management, Financial Planners, Financial Services, Customer Service

Education
University of Southern Mississippi   1999 — 2005
Masters, Finance, Business Administration

Betty Laakson Betty Laakson Baton Rouge, Louisiana Area Details
Betty Laakson's The Shobe Financial Group Experience 2006 - Present
Job Chief Compliance Officer at The Shobe Financial Group
Industry Financial Services
Experience
The Shobe Financial Group   2006 - Present

Skills
Insurance, Office Management, Office Administration, Compliance

Education
Northwestern State University

Greg Huete Greg Huete Great Falls, Montana Area Details
Greg Huete's The Shobe Financial Group Experience February 2012 - October 2013
Job 1st Lieutenant with The United States Air Force
Industry Defense & Space
Experience
United States Air Force  August 2015 - Present
United States Air Force  August 2013 - August 2015
Greg Huete Consulting   July 2013 - July 2015
Mineworks Digital Marketing   November 2012 - July 2015
The Shobe Financial Group   February 2012 - October 2013
United States Air Force  August 2008 - May 2013
Louisiana State University  January 2011 - February 2012
Ron Paul 2012 PCC  August 2011 - January 2012

Skills
Microsoft Office, Troubleshooting, Editing, Dreamweaver, Microsoft Excel, Web Design, Public Speaking, Project Planning, Management, Computer Hardware, Leadership, Video Editing, Software Training, Salesforce.com, Salesforce.com..., Database Design, Information Systems, Information Technology, Digital Marketing, Software Consulting, IT Strategy, Social Media, Air Force, Time Management, Access, User Interface Design, Skuid, Web Development, Event Planning, Salesforce.com..., Training

Education
Florida Institute of Technology   2015 — 2017
Master’s Degree, Commercial Enterprise in Space

Louisiana State University and Agricultural and Mechanical College   2008 — 2013
BS, Information Systems and Decision Sciences

Louisiana State University and Agricultural and Mechanical College   2008 — 2013
Minor, Aerospace Studies

Chloé A. Moore, CFP® Chloé A. Moore, CFP® Greater Atlanta Area Details
Chloé A. Moore, CFP®'s The Shobe Financial Group Experience June 2004 - June 2006
Job Financial Planning & Operations Consultant
Industry Financial Services
Experience
C-Level Consultants, LLC   September 2014 - Present
Diversified Trust  September 2007 - August 2014
Meld Financial   July 2006 - August 2007
The Shobe Financial Group   June 2004 - June 2006

Skills
Risk Management, Strategic Planning, Time Management, Financial Planning, Wealth Management, Financial Services, Certified Financial..., Employee Benefits, Personal Finance, Operations Management, Employee Stock Options, Deferred Compensation, Non-Qualified Deferred..., Business Planning, Business Strategy

Education
University of Alabama   2000 — 2004
Bachelor's Degree, Financial Planning

Jeanne Takyi Jeanne Takyi Baton Rouge, Louisiana Details
Jeanne Takyi's The Shobe Financial Group Experience November 2013 - June 2015
Job Former Operations Administrator
Industry Financial Services
Experience
The Shobe Financial Group   November 2013 - June 2015
Northwestern Mutual  January 2008 - July 2012

Skills
Insurance, Securities, Investments, Retirement Planning, Microsoft Office, Customer Service, Financial Services, Financial Planning, FINRA

Education
Louisiana State University

Nicholas Geymann Nicholas Geymann Saint Louis, Missouri Details
Nicholas Geymann's The Shobe Financial Group Experience April 2013 - December 2014
Job Financial Advisor, Edward Jones
Industry Financial Services
Experience
Edward Jones  January 2015 - Present
The Shobe Financial Group   April 2013 - December 2014
Louisiana State University  April 2012 - January 2014
City/Parish of Baton Rouge Finance Division   June 2012 - August 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Personal Finance, Time Management, Leadership, Social Media, Customer Service, Community Outreach, Politics, Student Government, Political Campaigns, Finance, Investments

Education
Louisiana State University   2010 — 2014
Finance, General

Nic Gibson, CFP® Nic Gibson, CFP® Dallas/Fort Worth Area Details
Nic Gibson, CFP®'s The Shobe Financial Group Experience February 2002 - April 2004
Job Capital Strategist at Lee Financial Corporation
Industry Financial Services
Experience
Lee Financial Corporation  April 2004 - Present
The Shobe Financial Group   February 2002 - April 2004

Skills
Financial Planning, Estate and Tax..., Business Strategy

Education
Texas Tech University   1997 — 2001
Bachelor of Science, Family Financial Planning

Marc Matherne, CFP® Marc Matherne, CFP® Baton Rouge, Louisiana Area Details
Marc Matherne, CFP®'s The Shobe Financial Group Experience January 2011 - May 2014
Job VP Investment Specialist JP Morgan Securities, LLC
Industry Investment Management
Experience
JP Morgan Securities, LLC  February 2015 - Present
JP Morgan Securities LLC  May 2014 - February 2015
The Shobe Financial Group   January 2011 - May 2014
New York Life Insurance Company  August 2010 - December 2010
The Olivier Group, LLC   January 2010 - August 2010
AstraZeneca  May 1998 - December 2009
Capital One  October 1996 - May 1998
U.S. Navy   May 1988 - September 1996

Education
Florida State University   2011 — 2012
Certificate in Certified Financial Planning, Certified Financial Planning

Central Michigan University   1996 — 1998
MSA, Marketing and Administration

Tulane University   1984 — 1988
B.S., Statistics / Mathematics

Baton Rouge High School   1982 — 1984

Leah Lawrence Leah Lawrence Baton Rouge, Louisiana Details
Leah Lawrence's The Shobe Financial Group Experience November 2006 - June 2007
Job Efficient, Resultsoriented Project Coordinator
Industry Telecommunications
Experience
Cox Communications  January 2013 - Present
Cox Communications  May 2010 - January 2013
Cox Communications  April 2009 - May 2010
Clarks  July 2007 - April 2009
The Shobe Financial Group   November 2006 - June 2007
The Home Depot  October 2004 - October 2006

Skills
Management, Sales Operations, Sales, Customer Service, Technical Support, Software Installation, Call Centers, Troubleshooting, Customer Experience, Customer Satisfaction, Telecommunications, Microsoft Office, Leadership, Carrier Ethernet, Project Coordination

Education
Louisiana State University   2001 — 2004
Bachelors of General Studies, Minors in Business, History, and Communication Studies

Florida Agricultural and Mechanical University   1999 — 2001

Lauren Miranda Lauren Miranda Chicago, Illinois Details
Lauren Miranda's The Shobe Financial Group Experience July 2013 - March 2014
Job Fiduciary Support Group Analyst at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation  April 2014 - Present
The Shobe Financial Group   July 2013 - March 2014
Northern Trust  April 2008 - March 2013

Skills
Financial Analysis, Bloomberg, Fund Accounting, Fixed Income, Equities, Securities, Portfolio Management, Finance

Education
Roosevelt University

Damon Young Damon Young Greater Detroit Area Details
Damon Young's The Shobe Financial Group Experience 2006 - 2007
Job President at Grandeur Enterprises
Industry Real Estate
Experience
eXp Realty  April 2014 - Present
Grandeur Enterprises   2005 - Present
Grandeur Developments   October 2012 - Present
Beal Inc  May 2011 - July 2011
The Key Club  2010 - 2011
Steve's Soul Food   May 2008 - 2011
The Shobe Financial Group   2006 - 2007

Skills
Entrepreneurship, Real Estate, Management, Real Estate Development, Investments, Market Research, Analysis, Investment Properties, Customer Service, Property Management, Restaurants, Training, Urban Design

Education
Michigan State University
Finance, Real Estate Development

Michigan State University
Hospitality Business