Meet Erin
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Erin has always enjoyed helping others with their finances. She chose the financial services industry because she connected with people around helping them navigate through financial decisions and was impacted by the freedom that they found in having sound financial advice. She enjoys creating processes and efficiencies to streamline operations within our team to the benefit of our clients. She also enjoys crafting plans for clients nearing retirement.
A graduate of Louisiana State University with a degree in Finance, she also has her Series 66, Series 7, Life & Health Insurance licenses and is a Chartered Retirement Plans Specialist ®. Erin has a focus in researching new product updates and capabilities for financial planning software and other FinTech products that can benefit our team and clients. She also attends industry conferences to stay current on financial planning technology. She has been with Shobe Financial Group since 2010.
Outside of work, Erin is active within the community and enjoys spending time with her husband, two children, and close family. Together, they enjoy traveling, volunteering at their local church and spending time in their vegetable garden.
Qualifications
- 13 years financial industry experience
- 13 years with Carson Wealth
- BS in Finance from Louisiana State University
- CFP®
- CRPS