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

Rob Ogle

Owner

The Moment of Choice

I am passionate about unlocking human potential, fostering leadership excellence, and driving peak performance in individuals and organizations. 

With more than 25 years of business experience ranging from the frontline to the C-Suite, along with entrepreneurship, exposure to the world’s best learning and development content, active engagement in community roles, being a father of five, and living overseas, Rob has amassed a wealth of experiences that will be valuable to any individual or organization.

Learn more at www.robogle.com

CEO 

Asgard Data

For over 15 years the Asgard Data team has been working at the intersection between business and technology, consulting with companies and helping them to understand how to use data to drive value for their business.

Fractional COO

Lake Forest Graduate School of Management

Adjunct Faculty - Training and Coaching

Locus Wave

Smarter. Safer. Connected. The power of Locus Wave is the technology and the ability to get telematics data for the company's equipment as well as to know where it is... at all times.

Locus Wave offers a comprehensive suite of satellite, cellular and dual-mode terminals and modems for a variety of asset tracking and monitoring applications.

Mining - We work to help reduce costs and time, maximizing your mining production, minimizing costs with intelligent tracking and asset location.

Oil and Gas - We provide solutions to help you monitor fleet drivers and fixed assets for more profitable and safer operations.

Transportation - Our expertise is designed to help simplify the complexity of increased regulations. Manage your fleet on a single user-friendly platform to optimize your operations.

We are a global company with a focus on LATM and are a Value Added Reseller of Orbcomm solutions.

Strategic Partner

TechPeople USA

TechPeople makes an ideal partner for organizations looking at both transactional and transformational IT solutions because of its core capabilities, great human resources, commitment to quality and the infrastructure to deliver a wide range of technology, consulting and global staffing solutions and services, 24/7.

Strategic Advisor

KNOLSKAPE

Create future-ready leaders through customized experiential learning simulations. Enable partner content providers to design custom simulations for their IP through our proprietary SAS software platform. Facilitate the growth of partner relationships to collaborate on revenue opportunities for both parties. Support the expansion and competencies of the sales team.

Visit www.knolskape.com for more details on:
1. Role-based experiential journeys for leaders at all levels
2. Virtual Assessment Centers with 100+ tools
3. Digital BLUR framework to build org-wide digital capabilities
4. Mobile and informal learning platform to cover the entire organization

Chief Business Officer - Americas

Vice President, Head of Consulting

Merit Leadership, Inc.

WHAT PROMOTES AN ETHICAL WORKPLACE?

•	Trust
•	Employee engagement
•	Leadership buy-in 
•	Ongoing conversation
•	Continuous feedback loop
•	Safe way to ask questions

President and CEO

FranklinCovey

FranklinCovey - world leader in consulting and training, enabling individuals and organizations to achieve results that require lasting changes in human behavior.

Managing Director, Senior Client Partner

Six O's, Inc.

Operations and advisory services for finance and insurance.

AMCORE Bank

Commercial Banking, Personal Banking, and Small Business Banking

VP - Middle Market

I love helping people help themselves. Greatness is within you. I will pull it out. 👉 Guide. Author. Storyteller.

Challenges are my battlegrounds.

While you can't force insight, you can inspire it.

I have a unique ability to help people see things as they really are. 

With that perspective, the obstacle is now reduced and surmountable. 

Early challenges and opportunities taught me: 

→ Resilience 
→ Learning other languages.
→ Shaping my adaptability across cultures 
→  The agility to learn and experience new verticals

Incorporating the GROW (Goals, Reality, Options, Way Forward) coaching framework into my practice has significantly enhanced the way I guide individuals and organizations. This powerful tool aids in:

→ Establishing clear Goals to strive for.
→ Assessing the current Reality to understand where we stand.
→ Exploring Options to overcome obstacles.
→ Defining the Way Forward to take action and commit to change.

This framework complements my approach, encouraging a structured yet flexible path to personal and professional development.

My affinity for art gave way to a talent in sales, where I discovered the joy of understanding and helping people.

My career journey, from sales to CEO, has been a platform for honing my skills in influencing, inspiring, and driving change. 

Each role reinforced my belief that true coaching is about sparking transformation, not just transferring knowledge.

I've learned that effective coaching is not just imparting knowledge but igniting a fire within.

- A key strength of mine is taking complex challenges and distilling them into manageable, actionable steps.
- I excel at clarifying the path forward, helping others see things as they are – clear and uncluttered. 
- This ability has been instrumental in guiding others to realize their goals in both their personal and professional lives.

My ultra-running/cycling and artistic pursuits have instilled persistence, creativity, and a broad perspective. 

These traits are integral to my coaching and leadership, helping others navigate their paths to success with clarity and confidence.

My mission is to guide individuals and organizations to realize their ultimate potential.

Through personalized coaching and development strategies, I help them:

→ Build confidence to face the future.
→ Convert common talent into the uncommon.
→ Turn challenges into opportunities for growth.

Looking to enhance your leadership, increase productivity, or embark on self-improvement? 

I'm here to light the way.

Ready to transform aspirations into achievements?

taplio

The Battle

Patrick Shope

Rob Ogle

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