Michelle Shope is a financial advisor at Shope Advisors Group with one year of industry experience. She holds a Series 65 designation and previously spent 15 years as a homemaker before beginning her career in financial planning. Shope Advisors Group is an SEC-registered advisory firm that provides personalized financial planning, investment supervisory services, and consultation to individuals, trusts, estates, small businesses, and charitable organizations. The firm manages approximately $57.1 million for about 83 clients and employs a diversified, medium- to long-term strategic asset allocation approach using actively managed mutual funds and ETFs.

James Shope III is a CFP® professional with 27 years of industry experience, currently serving at Shope Advisors Group in Camillus, NY. He has worked at Leigh Baldwin & Co., LLC since 2005. His other business activities include providing fixed insurance services on an as-needed basis. Shope Advisors Group offers personalized financial planning and investment advice to individuals, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic, core-and-satellite asset allocation approach with actively managed mutual funds and ETFs, managing client accounts on a non-discretionary basis.