The team
When you work with us, you're family.
Professionals dedicated to serving you like our own, blending real expertise with genuine empathy and a passion for the work.
Professionals dedicated to serving you like our own, blending real expertise with genuine empathy and a passion for the work.
You'll always know exactly who is looking after your money, and you'll always be able to reach them.
PSA fee-only fiduciary leading every plan with rigor and a genuine interest in the people behind the numbers, upholding the fiduciary standard 100% of the time.
MSHolds the licenses to help clients with annuities and insurance when it genuinely fits, so your whole financial picture lives under one trusted roof.
MPKeeps the experience seamless behind the scenes, making sure every commitment we make to a client is followed through with care.
PSShares the Shope story and the insight that helps more people approach retirement informed, calm, and confident.
JIOften the friendly first point of contact, making sure every client always feels looked after, like part of the family.
Start with a simple, no-pressure call. We'll listen first, and show you what a financial future with Shope looks like.
Let's talk →