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

Flight Level 180

We harness the inventor's mindset to reimagine business growth with insights and experience from a range of Fortune 100 and startup companies. Our expertise is in blending technology with creative go-to-market strategies, transforming challenges into innovative solutions that drive tangible outcomes. 

Consider us an extension of your business to deliver enormous speed and value with growth through tech and marketing.  We add instant leadership and value as your strategic partner to fuel your ambitions. Think of us as your co-CEO, CTO/CIO, CMO and Go-To-Market, to out-execute your competition, working hard and smart deploying tech with innovative AI tools and best-in-class processes in a fraction of the time and cost.

We build and implement tools to add capabilities, automate and to remove customer friction, and can augment your tech team or take on a larger outsourced role to deliver enormous value. With a focus on maximizing your return on investment through a iterative results-focused approach, we'll help you launch your product faster than any other firm. We bring your vision into reality with rapid, cost-effective development processes.

Don't let your groundbreaking idea be slow to take-off.

Success stories: 
- Swiftly executed on mobile app (with AI component): Idea to AppStore and website flytoplaces.com in just three weeks (monetized)
- Pitch deck created for client within four days for a $1 Million seed raise
- SaaS Tool monetized within just three months 
- 14 Days to setup a call center up and running with six trained agents
- Increased tech development output by 300% and cut costs by 70%

Managing Partner

Various Companies

Speaker realted to topics related to innovation, marketing and sales: 
- AI conference (Chicago; presented alongside Microsoft)
- Google (Toronto)
- Fintech conference (Toronto)

Speaker on topics related to Leadership, Motivation and Entrepreneurship for educational institutions: 
- Smith School of Business (Queen's University)
- Cornell University
- St. Lawrence College

Active mentor to students and entrepreneurs.

Speaker and Mentor (Leadership, Innovation and Entrepreneurship)

MaxSold

- Led MaxSold since launch as President and CEO (launched with just $50,000 in initial investment)
- Executed on a end-to-end B2C eCommerce Marketplace in the Senior Services industry exceeding $30 Million in annual sales 
- Achieved national, cross-border expansion to over 1900 communities in North Amierca 
- Employed over 500 people in 30+ metros
- Led go-to-market including Sales, Marketing, Operations, Product and Tech, perfecting the playbook to drive 100% annual growth rates in the test market 
- Achieved Financial Times Americas' Fastest Growing (50%+ compounded annual growth rate)
- Innovated growth engines through social, digital, search, community events and PR to drive predictable inbound sales 
- Drove customer value through community, achiving over 100% annual net revenue retention 
- Raised angel, venture debt, Series A and B financing with a valuation when I exited the business in the high 8-figures 
- Hired at each revenue stage, closing gaps in key functions, on-boarded ex-eBay Canada Chief Operating Officer and transitioned him to serve as CEO of MaxSold

President and CEO

Objectifi Inc

Clients: Dell Inc., American Express, etc.  
•	Delivered a successful IT project for Dell Inc. that involved coordination of business, development, testing and operations groups across three continents
•	Created processes for end-user support and aligned both Dell internal and external teams on Service Level Agreements (SLAs) and support resource expectations
•	Developed Cost and Benefit Analysis for an American Express project involving several stakeholder groups
•	Created a detailed Request for Proposal (RFP) to evaluate the top 3 vendors.  Each vendor was evaluated and scored on their overall ability to meet nearly 400 business requirements prior to negotiations.
•	Wrote detailed proposals to deliver cost savings and efficiencies 
•	Negotiated client Statement of Work and partner Professional Service Subcontractor Agreements

Management and Strategy Consultant

Bell Canada

•  Recipient of “Go Fish Circle” award for attitude, partnership and speed to execute
•  Delivered $30 million in service and marketing enablement projects working with diverse stakeholders
•  Provided mentoring and coaching to project teams and individuals
•  Recognized for partnering with vendors to evaluate and deliver critical projects
•  Brought clarity to over two hundred large undefined business problems and complex system concepts 
•  Worked with severe time constraints, sometimes hours, to assess and make project recommendations
•  Got alignment from stakeholders, architects and vendors on business needs and solution direction
•  Played critical roles in articulating key concepts and managing expectations across the organization

Business Solutions Advisor - Associate Director

Entrepreneurship is the courageous act of betting on yourself — risking security for a vision only you may initially see. My purpose is to fast-track your bold entrepreneurial vision into success with a proven BUILD-GROW-SCALE roadmap to launch or accelerate your business on your own terms.

I possess a unique blend of experience that spans both Fortune 100 and startup companies, adding instant leadership to accelerate outcomes at a fraction of the time.

As founding CEO and President of MaxSold, I led the creation of a unique marketplace with cross-border expansion and growth into 30+ metros in 24 states in the US and 3 provinces in Canada starting with just $50,000 in initial investment. When I exited MaxSold in 2022, the business had nearly 500 employees with valuation in the high 8-figures (and last twelve months sales north of $30 Million.)

Through my leadership, MaxSold achieved Financial Times fastest growing companies in Americas’ list (2020 and 2021), four times in Growth 500 (2018, 2019, 2020, 2021) and three times in Globe & Mail Top 400 (2020, 2021, 2022).

Core skills:

☀️Relentless focus/product discipline in applying lean start-up principles - idea to inception (the infamous $0 to $1 Million revenue, which is the hardest)

☀️ Revenue growth and region by region expansion with proven go-to-market sales, marketing and product strategies, key operational/tech systems, team building and deep client relationships (bootstrapped to past $10 Million revenue, which comes with its unique set of challenges)

☀️ Financial strategies for scale-up, including building networks with VCs and leading Series A and B Venture Capital raises with in-depth multi-month financial, operational, product, sales/marketing due-diligence (scaling to $30+ annual sales before the Series B raise) 

I’m also a pilot with an airplane that allows me to expand my range to build partnerships. I hold a MBA from Queen's University and a degree in Electrical & Computer Engineering from McMaster University.

I’m an active mentor. During my “down time” you will find me running (listening to podcasts), playing golf, reading books (trying to educate myself beyond my level of intelligence) and taking my kids on adventures (they take turns as co-pilots).

Specialties: Startup consulting, Growth, Venture Capital, Product Management, Branding, PR, Lean Startup, Cost Benefit Analysis, Product Marketing, Outbound Sales Team Development, Inbound Marketing, Roadmap Dev, Campaign Structure Design, Sales Operations, TensorFlow, Artificial Intelligence and Machine Learning (see certifications)

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The Battle

Patrick Shope

Sushee Perumal

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