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

Kerusso Inc

Lead and mentor a multi-channel sales team—including, 3 directors, 1 sales manager, and 4 account managers, overseeing 6 rep groups with over 100 sales representatives. The focus is on strengthening long-term customer relationships and driving market expansion across all brick-and-mortar channels.

As a member of the executive leadership team, contribute to strategic planning efforts where I listen deeply, interpret data trends, and deliver solutions that align with client values and behaviors.

Key wins include:
✅ Implemented time-focused coaching techniques, resulting in a 38% improvement in KPI metrics.

✅ Developed forecasting tools that improved shipment rates to 99%, exceeding revenue plans by $1M.

✅ Elevated sales team performance by 38% through KPI-driven coaching and time optimization strategies.

My time at Kerusso has sharpened my understanding of customer behavior, loyalty, and lifecycle strategy.

Vice President of Sales

Kairos (Time) Management Solutions - The Infinity Lifestyle Design

Founded Kairos Management Solutions to help individuals and organizations unlock greater productivity and performance through strategic time optimization. Developed the Time Management Analysis (TMA), a proprietary framework used to assess and enhance time efficiency for both teams and leaders.

⏳ Designed and implemented formal time optimization systems, improving client productivity by an average of 20% across multiple industries.

⏳Partnered with corporations to integrate time management strategies that supported revenue growth, operational efficiency, and team alignment.

⏳Published and distributed over 20,000+ time management tools and resources, driving awareness of time as a critical performance lever.

⏳Recognized as the Most Innovative Lifestyle & Financial Planning Firm 2024 – Southeast US by Wealth & Finance International.

⏳Built an international consulting partnership with Forethought Corporate Communication (India), extending global impact.

⏳Authored The Time-Optimized Life, ranked #8 Non-Fiction Book 2024 by Outstanding Creator Awards.

Kairos serves as the foundation for my leadership philosophy—applying disciplined, results-driven time strategies to drive sales performance, enhance client engagement, and lead high-performing teams in dynamic, growth-focused environments.

Founder

Retirement Coaches Association

The RCA is made up of experienced certified coaches, financial professionals, human resource specialists, PHD’s and many others. This also makes it the perfect professional organization for new Retirement Coaches. We foster a community that nurtures and promotes the growth of its members in clinical application, business concepts, marketing, and networking

Certified Professional Retirement Coach

Rethinking65

Columnist

AdvisorHub

Contributing writer for AdvisorHub magazine.

Freelance Writer

The P&A Group, LLC

Led strategic growth initiatives across a diversified portfolio of seven business entities within the consumer goods and manufacturing sectors, including industrial fabrics and golf commercial printing. Served as the primary driver of sales strategy, market expansion, and process optimization, delivering consistent revenue growth and operational improvements.

🎯Directed sales and marketing strategies for five business units and acted as sales consultant for two additional companies, contributing to double-digit revenue growth in 2021.

🎯Achieved a 57% revenue increase for ASB Graphic, LLC through strategic relationship development and targeted market expansion.

🎯Improved overall performance at SSG, LLC by 8%, leveraging enhanced sales processes and customer engagement strategies.

🎯Integrated HubSpot CRM across all entities, creating a standardized, data-driven approach to client acquisition and pipeline management.

🎯Conducted comprehensive financial valuations, economic assessments, and strategic analyses to identify new market opportunities and support sustainable growth.

🎯Designed and launched a trade show strategy, including participation in industrial fabric exhibitions and the PGA Merchandise Show, to drive brand visibility and generate new leads.

At P&A, I transformed a reactive sales culture into a proactive, results-driven organization, aligning multi-brand strategies with measurable performance outcomes and scalable growth initiatives.

Vice President Of Business Development

Kerusso Activewear Inc

Enhance customer service and increase market share with all brick and mortar customers. Manage a team of category analysts, national sales managers, independent contract representatives and company sales associates. Participate in all strategic planning as a member of the executive leadership team.

Vice President of Sales - Traditional Retail

DaySpring Cards

As a company leader, formulate the business development strategies, profit objectives, and revenue growth tactics of the General Market, International, and Christian Retail channels. The designated corporate liaison with Hallmark on product development, sales operations, and direct selling collaboration across a variety of networks. Supervise a team of three account managers and the field sales organization

Sales Director - National Accounts

Hallmark Cards

Advanced through the ranks to National Account Manager. Responsible for the analysis and implementation of sales and marketing programs along with operational functions in a Scan Based Trading (Pay-from-Scan) environment.

National Account and Operations Manager

JC Penney

Directed sales and profit goals for assigned departments.  Personnel functions included: managing up to 10 associates, sales training, and annual performance reviews

Senior Merchandise Manager

Sales Leadership | Bringing Structure, Clarity & Purpose to Life | Expert in Time Optimization | Author of "The Time-Optimized Life"

Visionary sales executive with a passion for scaling revenue and building high-performance teams in competitive consumer goods markets. Adept at leading complex sales operations, driving strategic partnerships, and applying innovative time optimization strategies to unlock growth potential across diverse retail channels.

Sales Leadership
As Vice President of Sales at Kerusso, I’ve lead high-performing teams and growth initiatives that strengthen customer loyalty, increase revenue, and revived dormant relationships. Over the past two decades, I’ve refined a leadership style grounded in behavioral insight, data-informed decision-making, and purpose-based engagement. 

Learn more at: https://www.kerusso.com/

Content Leadership:
My writing in Rethinking65 and AdvisorHub Magazine explores the intersection of wealth management and lifestyle design, highlighting how forward-thinking financial firms can leverage non-financial coaching to strengthen client relationships and secure multi-generational assets.

Retirement Lifestyle:
There's a critical blindspot in traditional retirement planning: while financial advisors excel at creating wealth strategies, they often lack the tools to help clients design fulfilling post-career lifestyles. This disconnect leads to client dissatisfaction, purpose anxiety, and ultimately, the transfer of wealth away from the advisor's firm.

As a Certified Professional Retirement Coach and author with decades of business leadership experience, I bridge this gap through my Infinity Lifestyle Design program. Using my proprietary Retirement Time Analysis (RTA), I assess clients' preparedness across six essential dimensions and develop customized time optimization strategies that complement their financial plans.

Wealth management firms that integrate my retirement lifestyle coaching services gain a powerful differentiator in a crowded marketplace while addressing the most common reason clients leave their advisors: lack of comprehensive life planning.

Ready to transform how your firm approaches retirement planning? Let's discuss how time optimization can become your competitive advantage.

Learn more about my services at: https://infinitylifestyledesign.com/

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