Meet Our Team

Shobi Samuel is a Benefit Consultant specializing in Wisconsin 403(b)/457(b) retirement plans and identifying HRA, HSA, and FSA solutions for Wisconsin customers. In his prior role as a retirement and investment specialist and benefit consultant for a major Wisconsin 403(b) provider, Shobi worked with school districts to enhance their 403(b) benefits and helped optimize the provider’s 403(b) processing system. He earned a Bachelor of Science degree from the University of Wisconsin-Whitewater and holds Series 6 and 63 licenses. Shobi brings creative solutions and new technologies to enhance sales execution and facilitate key programs for clients.