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

M1 Performance Group

-Working with individuals in high-pressure industries/roles to maximize performance in high-consequence decision-making situations, utilizing techniques based on modern psychoanalysis and neuroscience. 
-Leading comprehensive coaching sessions with clients ranging from professional athletes to traders/portfolio managers/C-suite executives, to develop techniques that increase engagement and a focused approach to decision-making that will elevate your performance goals.

Founder/Mental Performance Coach

Fairhill Investors

Founder & President

The Rethink Group

Senior Performance Consultant/Coach

Quad Capital

Partner - Equity Trader

J. Goldman & Co., L.P.

Equity Trader

Spears, Leeds and Kellogg Partners

Founder @ M1 Performance Group | Mental Performance Coach | Investor | Former Hedgefund PM | Keynote Speaker

With over 25 plus years of work experience in portfolio management/trading, I am a senior performance consultant and coach who helps individuals in high-pressure industries and roles maximize their performance in high-consequence decision-making situations. I leverage techniques based on modern psychoanalysis and neuroscience to develop strategies that increase engagement and a focused approach to decision-making. I am passionate about empowering my clients to achieve their full potential, overcome challenges, and embrace opportunities. I founded the M1 Performance Group,a firm that provides coaching and consulting services to elite performers across various domains, such as sports, finance, and business.

In my current role, I lead comprehensive coaching sessions with clients ranging from professional athletes to traders, portfolio managers, and C-suite executives. I tailor my coaching approach to each client's specific needs, goals, and challenges, and provide them with tools and techniques to enhance their mental skills, emotional intelligence, resilience and decision making.

Evan Marks

The mistakes that cost you the most are often the ones you never make.

We obsess over the failures we can see.
The bad trades. The missed goals. The wrong calls.

But what about the moments you stayed silent when you should’ve spoken?
The opportunities you understood but hesitated on?

That’s where the real losses hide.

Regret is not born from action. It’s born from hesitation.
From knowing enough to move, but choosing comfort instead.

You’ll make mistakes. That’s inevitable.

But the costliest ones are the invisible ones.
The ones that never happen because fear disguised itself as logic.

The goal is not to avoid mistakes.
It’s to avoid standing still when everything in you knows it’s time to move.

Who are you at the top?

When the win hits and the room gets loud, who shows up. 
The grounded operator or the legend in your own head.

Robert De Niro said it simply. Be calm when things are going well. 
Do not think you are on top of the world.

In high performance, peaks create blind spots. 
Overconfidence. Risk creep. Rule drift. 
The mind starts telling a story that you cannot miss. That story is the trap.

Calm is not passive. Calm is control. Calm keeps your signal clean so you can see the next best move.

Here is how to hold the peak without losing the plot.
Breathe low and slow until the body settles.
Name the feeling you are riding. Excitement, relief, pride.
Check your rules. Did you follow them or did you get lucky.
Run a quick pre-mortem on the next decision. What could go wrong.
Express gratitude. Then return to your routine.

Same for the lows. Steady in the loss. Steady in the win. 
That is how you stay dangerous for decades, not days.

Enjoy the moment. Then get back to work with clear eyes and a quiet ego.

Success is not the spike but your stability at the top.

Official procedure for greeting the weekend on a Friday!
#FridayGrooveBreak

Counting down to January 10, 2026!
I’ll be on the TEDxThirdWard stage in Houston sharing an idea that has shaped my journey.

Excited to reveal a perspective that might change how you see challenges and possibilities.
#TEDxThirdWard #DreamDareDo #IdeasWorthSpreading #Houston

Thrilled to share that I’ll be speaking at TEDxThirdWard 2026 in Houston this January.

This opportunity means a lot. It’s a chance to contribute to a global platform built on ideas that move people forward.

Looking forward to stepping onto the red dot and sharing a perspective that’s shaped much of my journey.
#TEDxThirdWard #DreamDareDo #IdeasWorthSpreading #Houston

What got you here won’t get you there.

Being an operator is addictive. You fix problems, chase results, and keep the engine running.

But if you want to scale, that same instinct starts working against you.

Growth demands a shift.
From doing everything yourself to building systems that run without you.
From solving problems to developing people who solve them better.
From managing today to designing the next decade.
That’s the difference between running a business and leading one.

Visionaries build what lasts. Operators keep it alive for now.

Learn how to make that shift... from operator to visionary: https://lnkd.in/eUfdNdqS

When was the last time you fully disconnected?

What most people get wrong about success? 
They measure it in prestige.

Pretty on paper means nothing.

The profile. 
The school. 
The career milestones.

They look impressive. 
But they don’t prove capability.

I’ve seen people with less pedigree outperform those with all the credentials.

The difference is belief. 
The difference is mindset.

Give yourself credit along the way. 
Each rep builds confidence. 
Each step strengthens the brain. 
That’s how belief grows.

Success is defined by the mindset that keeps you moving forward.

Clock out, turn up, and let the rhythm carry you into the weekend.
#FridayGrooveBreak

The crash never comes out of nowhere. 
You just stopped noticing the signs.

Overwhelm builds quietly.
It shows up as tension you ignore, sleep you cut short, and pressure you keep pushing through.

You think you’re holding it together.
But your system is already warning you.
Irritability. Fatigue. Lack of focus.
That’s not weakness. That’s feedback.

The best performers don’t wait for the breakdown.
They step back early.
They protect the source of their clarity before it fades.

Take a day to reset.
Breathe. Reflect. Regain control.

You come back sharper not because you pushed harder,
but because you paused when it mattered.

Protect your energy now.
That’s the real edge.

Practice alone will not make you a champion. 
It’s your daily habits. 

People only see the wins, the trophies, the performance under the lights.

What they miss is the other 23 hours.
The meals, the sleep, the recovery, the conversations you allow into your space.

Champions are not built in moments of pressure.
They are built in moments of choice.

Every small decision feeds or drains your mission.
What you read, who you talk to, what you tolerate…it all compounds.

The process never clocks out.
The standard never rests.
That’s what separates potential from mastery.

Aggressive patience is the leadership skill no one talks about.

It’s the discipline to prepare relentlessly. 
To hold steady under pressure. 
To strike only when timing aligns.

Impatience burns resources. 
Premature moves kill momentum. 
Aggressive patience creates leverage.

It’s not waiting for luck. It’s waiting for alignment. 

Preparation meeting the right external conditions.

👉 Read the full blog on how to practice Aggressive patience and why it may be the most underrated edge in modern leadership: https://lnkd.in/eHyzxqWt

Stop sweeping emotions under the rug. 
They surface. 
They trip you later.

We have all heard it. 
“Stay positive.” 
“Keep smiling.” 
“Look on the bright side.”

When positivity becomes a rule, it turns harmful. 
It is pretending you are fine when you are not. 
It is carrying invisible weight.

Real resilience is honesty. 
It is saying, “This is tough.” 
And then asking, “How do I move forward?”

Leaders who respond build trust. 
Teams who face reality make better decisions. 
Individuals who name emotions feel lighter.

👉 Read the full blog on how toxic positivity affects decision-making and what real resilience looks like: https://lnkd.in/ehiw87QD

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The Battle

Patrick Shope

Evan Marks

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taplio

The Battle

Patrick Shope

Evan Marks

Followers

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Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Evan Marks's LinkedIn Performance

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