Team
How I Work
My entire approach to finance is shaped by my upbringing. As the son of a pastor and a teacher, I grew up in a household where public service wasn't just a job; it was a core value. That's why I'm so fortunate to have found a career that perfectly combines my personal fascination with investing and that foundational passion for helping people. Every day, I get to use my skills, experience, and talents for the betterment of others, just as my parents did.
A team approach adds perspective to all I do and provides increased benefits to my clients.
Meet the Team
Shobi Samuel CRPS
EFS ADVISORS | FINANCIAL ADVISOR
Born in India and raised in West Bend, Wausau, and Sun Prairie, Shobi Samuel proudly calls Wisconsin home. Inspired by his parents—a teacher and a pastor—he developed a deep commitment to service and education. With over a decade of...
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