Shobi Samuel

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 experience in financial services and holding Series 6, 63, 65, and insurance licenses, Shobi specializes in helping public sector employees build stronger financial futures. His passion for investing began at age 16 and continues to fuel his work today. Shobi believes anything is possible with knowledge and dedication and takes pride in offering well-rounded financial strategies.

Outside of work, he enjoys time with his long-term girlfriend and family—especially his two nieces—staying active, watching movies, and collecting coins from around the world. He holds degrees in Psychology and Business Administration from UW–Whitewater.