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The team

We serve you like our own.

When you work with us, you're family. We're based out of Ann Arbor, MI, and work with clients nationwide.

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The warm, light-filled Shope advisory office in Ann Arbor
Who you'll work with

We built a team we'd want to hire. One that we're extremely proud of.

Our team blends talent with genuine empathy, driven by passion for our work. We consider it a privilege to serve clients like you every day.

Patrick Shope, CWS®

Patrick Shope, CWS®

Managing Partner, Investment Advisor

Patrick is the Founder at Shope and he has dedicated his entire life to serving people just like you. With over two decades in financial planning and wealth management, Patrick built Shope from the ground up with one guiding principle: putting clients' needs and dreams at the center of every decision. Patrick is a fee-only fiduciary advisor and is not paid through any type of investment commission, kickback, or other undisclosed revenue source.

Molly Shope

Molly Shope

Partner, Investment Advisor

Molly is an advisor at Shope and has played an instrumental role in the growth and development of the company. She is the definition of a people person and is ready for a conversation at any given moment. Molly holds the appropriate licenses and qualifications to assist clients who hold or choose life insurance or annuity products, so they can be serviced by one firm they trust.

Jacob Innes

Jacob Innes

Client Service Manager

Jake is the Client Service Manager at Shope Financial, passionate about building strong relationships. A Wayne State University graduate from the Brighton area, he is motivated by the trust clients place in him and the impact he can make.

Parker Shope

Parker Shope

Business Growth & Marketing

Parker is responsible for growth and marketing at Shope. He spends his time building systems designed to help the company operate better, and produces the content you see across our channels. In the near future, Parker will acquire industry licenses and begin to work on the advisory side of Shope as well.

Twenty-three years of experience, serving 150+ families. Your assets are protected and insured by an independent third-party custodian for safekeeping, such as Fidelity. RightCapital provides intuitive visualizations of your complete financial picture.

For more than two decades, we've helped hundreds of people nationwide in their pursuit of their retirement goals and dreams.

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Your future depends on your planning. Ready?

The best time to plan for the future was yesterday. The second best time is today. Why leave it to chance?

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