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

1% HR

Providing Fractional HR & 'HR as a Subscription' services to ambitious technology and Web 3 companies.

Founder & Director

Windranger facilitates the growth of Mantle and the Web 3 ecosystem by partnering with builders to architect extraordinary cultures globally. HR, Recruitment & Operations services provided.

Mantle (Eth L2) / Windranger Labs - Director of People, Talent & Operations

Simple, secure APIs to help you build smart financial products.

Lean Technologies - Advisor to People Leadership Team

TIER Mobility is Europe's leading shared micro-mobility provider, with a mission to Change Mobility for Good.

Tier Mobility - People Operations Transformation

In our Berlin lab, we develop dairy alternatives that are both nutritious & delicious.

VLY Foods - Advisor to People Leadership Team

Rethinking early years education. Opening progressive nurseries & delivering outstanding education across the UK.

N Family Club - HR Advisor to the CEO, HR team and Board.

Improbable

VP of People, Talent & Ops who was responsible for attracting, retaining, and developing employees on our journey from 75 employees to over 1100. 

Responsible for the Global People, Talent & Operations team management, structure and strategy (includes Business Partners, Talent, People Architecture, Operations, Facilities and Corporate IT).

Responsibilities include:
▪ Overseeing our expansion into the U.S, China, Canada and Europe
▪ Overseeing the acquisition and integration of 3 companies we have acquired
▪ Capability and capacity workforce planning across our three business lines
▪ Coaching and developing our managers and leaders
▪ Helping new employees get integrated and productive as soon as possible via the probation and onboarding processes
▪ Designing and executing tailored training strategies for our business units
▪ Advising on performance management, disciplinary and grievance cases
▪ Driving the people analytics strategy to ensure we use descriptive and predictive analytics to make better people decisions
▪ Setting compensation strategy and philosophy

VP of People, Talent & Operations

Goldman Sachs

Employee Relations: March 2013 to March 2016
• Prepare and present analysis on global ER trends, compliance breaches and regulatory obligations
• Advises on health, FWA and maternity cases
• Manage the involuntary termination process (Settlement Agreement generation, severance calculation / payment, systems access etc.)
• Partnered with Technology to design and project manage two major ER technology platforms
• Maintain case tracking database ensuring global consistency and accuracy
• Trained team members in London, New York, Tokyo and Bangalore
• Additional HCM responsibilities include HCM reporting and metrics working group, innovation
champion, HCM recruitment committee and mentor for Summer Analysts

Securities Business Partner: July 2012 to February 2013
• Assisted with compensation, promotion and quartiling processes
• Daily headcount, attrition and compensation reporting

Human Capital Management, Associate

Founder @RebelHR | Director @Windranger | Fractional CPO | Strategic HR Leader | HR Innovator in Crypto & Web3 | Scaling Company Sadist |

Hi, I’m Ian! I’m an HR Consultant, Founder of 1% HR, Rebel HR, and Director of Windranger. 

After spending 10 years in the world of HR and Recruitment, I have a proven track record in Global Investment Banking and steering a tech company's growth from 75 to over 1000 employees.

Back in 2021, I launched my first business Rebel HR as well as becoming Director at Windranger, specialising in recruitment & HR for tech start-ups and Web 3 businesses. 

Rapid scaling, new tech and industry adaptations is nothing new for us - we’re the specialists when it comes to the complexities of business growth.  

While developing and running both businesses, there has been one key factor that has been significant to the success I’ve achieved. 

For me, that was making my health a non-negotiable. 

Today, I’m the proud investor in Tailor Well alongside the fantastic nutritional practitioner Jessica.

Together, we’re transforming the lives of busy CEOs, Founders and high-performing individuals to thrive in life as the ultimate, prime version of themselves. 

Meaning they don’t just function at their best. Their careers equally function at their best. 

Taking them from just surviving day-to-day to thriving as the best version of themselves!
__
Plus as a true HR geek, I devour a new book weekly - always looking for fresh insights and to learn new things! (My DM’s are always open to new book recommendations 📚)

If you’re interested in growing your business and changing your life once and for all, drop me a message and let’s have a chat!

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The Battle

Patrick Shope

Ian Whiteford

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