Patrick Shope Email & Phone Number

Managing Partner | Fee-Only Financial Advisor @ Shope Associates Inc

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Patrick Shope Location

Ann Arbor, MI, US

Patrick Shope Work

2013 - now Managing Partner | Fee-Only Financial Advisor @ Shope Associates Inc
2006 - 2008 Financial Planner | Owner @ Shope Associates Inc
2006 - 2008 Certified Wealth Strategist® | Financial Planner @ Sigma Financial Corporation

1997 - 2006 Financial Consultant | Co-Founder @ Hantz Financial
1999 - 1999 Director of Business Development @ Lennington & Associates, PLLC
1995 - 1997 Paraplanner @ Financial Services Company
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Patrick Shope Education

University of Michigan-Dearborn
Bachelor of Arts (B.A.) (Economics)
1993 - 1996

Patrick Shope Skills

Investment Strategies
Holistic Financial Planning
Retirement Planning

Retirement Income Planning
Estate Planning
Wealth Management Services
Retirement Plan Consulting
Qualified Retirement Plans
Deferred Compensation
Executive Benefit Strategies

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Patrick Shope Summary

Patrick Shope, based in Ann Arbor, MI, US, is currently a Managing Partner | Fee-Only Financial Advisor at Shope + Associates, LLC. Patrick Shope brings experience from previous roles at Shope & Company, Inc., Sigma Financial Corporation, Hantz Financial Services, Inc. and Lennington & Associates, PLLC. Patrick Shope holds a 1993 - 1996 Bachelor of Arts (B.A.) in Economics @ University of Michigan-Dearborn. With a robust skill set that includes Investment Strategies, Holistic Financial Planning, Retirement Planning, Retirement Income Planning, Estate Planning and more. Patrick Shope has 2 emails and 1 mobile phone numbers on RocketReach.

Patrick Shope Emails

Found 2 emails

Patrick Shope Phone Numbers

Found 4 phone numbers

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Ann Arbor, MI, US
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- outlook.com
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Detroit, MI, US
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- msu.edu
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