Shope + Associates, LLC

Helping retirees and near-retirees develop a well-thought-out plan that gives them the confidence to make work optional and live a life of freedom. We do this by helping you manage your assets according to your purpose and values, minimize your lifetime taxes, and generate consistent income. It doesn't end there, though. We continually monitor your plan and meet with you on a regular basis to ensure your needs are met. We keep the process simple and our pricing straightforward, just like it should be.

Managing Partner | Fee-Only Financial Advisor

Shope & Company, Inc.

Operated a private wealth management firm committed to working comprehensively with client's wealth management plans. Responsible for creating investment, financial and estate planning strategies that work together to expand, manage and distribute wealth. Maintained a strong reputation for portfolio management, designing tax and estate planning concepts and strategies to meet and exceed objectives and provide implementation so the family's goals are realized.

Financial Planner | Owner

Sigma Financial Corporation

Sigma Financial Corporation is a comprehensive financial services firm committed to helping clients improve their long-term financial success. Their customized programs are designed to help manage our clients’ wealth by delivering an unprecedented level of personalized service.

Independent Broker Dealer, No Proprietary Products, 9-Time Winner of Investment Advisor BD of the Year, 3-time Winner of REP. Magazines Broker Dealer Report Card

Certified Wealth Strategist® | Financial Planner

Hantz Financial Services, Inc.

At Hantz Financial, in addition to maintaining a financial planning practice, I served in numerous capacities in the growth of the organization.  My responsibilities included:

- Training and developing first-year advisors in the Greater Detroit Region.
- Assisted the Advanced Planning Team, which was focused on solving the issues of High-Net worth clients, in the development of case studies and comprehensive financial plans.
- Helped in the growth and transition of a group of recruited advisors in Northeastern Ohio.
- Worked with advisors between Mid-Michigan and Southern Ohio to reinforce the importance of integrating estate planning into the overall financial planning process for the firm’s clients.

Financial Consultant | Co-Founder

Lennington & Associates, PLLC

Responsible for the implementation of systems and strategies to ensure clients of Hantz Financial addressed their estate planning issues and concerns.  This involved developing a process by which each financial plan included a comprehensive review by an estate planning attorney from Lennington & Associates.

Director of Business Development

American Express Financial Advisors

Served as a paraplanner for a group of experienced financial advisors.  I was responsible for numerous administrative tasks and functions enabling the practice to operate efficiently and effectively.

Paraplanner

Certified Wealth Strategist® (CWS®) | Helping those 50+ learn how to retire confidently, reduce taxes, and generate consistent income to become financially independent.

If, after reading through the short description of who I typically serve and how I work, you find that we may work well together, feel free to contact me via phone or email for a complimentary, no-obligation initial consultation.

I have been fortunate to work with an outstanding group of committed clients for many years.  While each client holds their own values and visions unique to them, a few commonalities may help you determine if you would also benefit from my services.

- Most clients are either retired or within 10 years of retirement.

- My clients place a high value on financial planning and less emphasis on taking high risks trying to generate maximum return.

- My clients are long-term investors, comfortable with a custom asset management plan based on their risk tolerance, time horizon, goals, and income needs - not day-trading. 
 
- Most clients believe that their wealth is very important to them but no more important than family, faith, health, and community.

I am a Fee-Only financial advisor who takes great pride in acting on behalf of my clients. This means I have a responsibility to put my clients' interests well before my own in all recommendations.

At the core of our relationship is a custom financial plan geared toward life events such as retirement, wealth transfer, business succession, and asset protection.

Communication is key.  In addition to regular phone calls and emails, we will establish regular face-to-face meetings, typically 2-4 times per year.  Regular contact ensures a much higher probability of finding true meaning and success in your wealth.

If you have found you’d like to have a conversation about working together, I’d be happy to dedicate an hour to getting to know you better, discussing your intentions, and determining if I can provide value to you and your situation. 

To set up an initial meeting, contact me at pshope@shopeandassociates.com or by phone at (734) 479-1400.

Patrick Shope

ScaleTx HR Advisory

ScaleTx HR Advisory works with small businesses that need guided HR counsel to solve their greatest HR challenges, elevate their HR department, and mentor their junior HR staff. Core services and areas of expertise include:

- Talent Acquisition
- Onboarding
- Engagement
- Employee Relations
- Performance Management & Development
- Culture & Values
- Total Rewards, HR Technology & Compliance

Owner / HR Advisor 

Blue Wheel Media

As Vice President, People at Blue Wheel Media (and Trevco), where I envision, develop, and implement programs for people, restructure organizational designs, and serve as a Lead Coach for the executive team. 

I manage two direct reports, assess performance, identify skills gaps, evaluate training needs, and conduct training sessions to improve productivity and efficiency. I formulate and manage a labor budget of $8 million to support ongoing operations. 

Highlights of accomplishment in this role include:

- I contributed efforts towards developing new career development program for both companies, made necessary customizations for career progression, highlighted specific steps and obstacles, and defined overall goals with methods for evaluations. 

- I successfully boosted employee retention by 10%; downplayed industry average during the great resignation period. Also, increased company revenue. 

- I spearheaded the development and implementation of entire HR procedures and processes from scratch, defined guidelines, and initiated development plans. 

- I single-handedly established the first-ever people department for the company, designed policies, implemented procedures, identified roles, and provided clear oversight and visibility into people operations.
 
- I played a key role in defining and developing core values for the company, as well as orchestrating and developing programs around those values. 

- I played an instrumental role in expanding company’s footprint across the globe, which resulted in achieving 2x increase in the size of the business over the two-year time span. 

- I earned the confidence and trust of the people by remaining fair and unbiased at all times.

VP, People

Trevco

As Vice President of People at Trevco (and Blue Wheel Media) I ensure smooth and cost-effective execution of all talent management operations by providing hands-on leadership and support to a global people team. I facilitate business acquisition by leading and executing M&A activities for local and international companies while supervising four direct reports. 

I conduct due diligence, integrate peoples, functions, and cultures, and maintain risks at an acceptable level. 

Highlights of accomplishment in this role include:

- I supported business and operational continuity during the Covid-19 pandemic by implementing safety protocols, navigating company’s direction as an in-person facility, and promoting a safe working environment. 

- I identified process inefficiencies and gaps, eliminated redundancies, and implemented improvement initiatives to improve productivity and efficiency. 

- I grew the business to $100 million by providing strategic and tactical leadership. 

- I identified company’s existing practice of hiring temporary staff during peak season at a higher labor rate and developed and implemented a program to hire talent at a significantly lower rate, which resulted in generating six-figure savings on a quarterly basis.

Ambassador Software

**Ambassador Software was acquired by Intrado in 2018.**

I provided strategic direction and support to the people to enhance their engagement, while explaining cost-saving initiatives and communicating priorities. I utilized exceptional leadership acumen to efficiently manage talent acquisition, engagement, and development strategies.

I partnered with leadership team to create workforce plans and support hiring managers in addressing their business needs and translating that into defined job descriptions for recruitment.

Highlights of accomplishment in this role include:

- I played a critical role in supporting the successful acquisition of the company by a non-technical global organization by collaborating with the CHRO of the new company, explaining integration strategies, and implementing plans in alignment with expectations of the management team.

- I established and developed company’s first-ever talent experience platform “EmbassyX”. 

- I enabled the company to deliver more improved talent experience and save significant costs by consolidating all existing systems into a single process.

Director, Talent Experience, Culture and HR

Carbon Media Group

I conceptualized and developed new systems, designed onboarding programs, and prepared all needed documentation to help organization achieve growth objectives. I recruited best-fit talents by conducting interviews, performing background checks, arranging proficiency tests, and shortlisting eligible candidates.

Highlights of accomplishment in this role include:

- I persuaded CEO to adopt the new program for attracting high-performance talent. I successfully shifted the company from the partnership with PEO and set it back to the employees, which resulted in saving $150k in the first year and introducing a match for 401k for the first time. 

- I earned recognition as the first People Professional for leading the company from start-up phase to pre-acquisition.

Director, Talent Experience, Culture & HR

Manager, Human Resources

Facility Solutions Inc.

I developed HR department from the scratch, implemented policies, prepared and managed payroll, and provided effective training and development opportunities to the employees. I planned and executed investigations on employee-related concerns as well as engaged project manager to efficiently manage the situations. 

I minimized the high turnover rate, addressed employee relationships, and improved overall procedures.

HP Pelzer Automotive

Human Resources Generalist

I Build the HR Foundation Businesses Need To Grow | Founder @ ScaleTx | Talent + Experience = Growth

Need HR Leadership?

I work with leaders in manufacturing, tech, service-based industries, construction, non-profits, and several more, giving expert HR advice, solving sticky people issues, mentoring junior HR staff, and leading to transformation.  

Want to learn about me? Below are the cliff notes.

Born and raised in Royal Oak, MI. I had a passion for my community from a young age and participated in sports, churches, youth groups, neighborhood block parties, etc. That passion has continued into my adult life, I now raise my own family in RO, and I wouldn’t want to be anywhere else.

I went to college at Oakland University (Go Grizzlies!), where I received both my Bachelor's and Master's degrees. More importantly, I joined a fraternity and it was there that I would meet my eventual wife and mother of my children, Kimberly. Who says fraternal life can’t establish positive lasting relationships?

HR has been a very fulfilling career, which I entered back in 2007, yayyy recession time! Since then I’ve worked in manufacturing, tech, digital, and service-based industries - it’s all been fun.

Now, outside of playing Husband and Father of the Year, I’m very active in my professional community, having volunteered with Detroit SHRM (Society of Human Resources Management) since 2019. 

In late 2019, after the company I was working for was acquired, my position was made redundant, hence ScaleTx was born.

There is nothing like being an entrepreneur. I love working with businesses that value the power of what people can do for their company. 

ScaleTx helps businesses realize that power by implementing scalable talent experience solutions.

If you’re interested in learning more about ScaleTx, you can:

- Book a free coaching call with at: https://cal.com/bradleyvoorheesscaletx/30min

- Email me at brad@scaletx.io

- Visit my site at scaletx.io

I would love the chance to help grow your business.

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The Battle

Patrick Shope

Brad Voorhees

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