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Our Team

At Opus Financial Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

James T. Staples

President and CEO, Opus Financial Advisors, Inc.

Registered Principal, FSC Securities Corporation

(704) 761-6488
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Nina Staples Lloyd

Vice President, Opus Financial Advisors, Inc.

Financial Advisor, FSC Securities Corporation

(919) 883-4353
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Michelle M. Rokes

Vice President, Opus Financial Advisors, Inc.

Financial Advisor, FSC Securities Corporation

(704) 761-6487
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Carole W. Hendrix

Vice President, Opus Financial Advisors, Inc.

Financial Advisor, FSC Securities Corporation

(704) 761-6486
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Nicole J. Robertson

Vice President, Opus Financial Advisors, Inc.

Financial Advisor, FSC Securities Corporation

(919) 883-4318 

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Janna Deegan

Vice President, Opus Financial Advisors, Inc.

Financial Advisor, FSC Securities Corporation

(919) 883-4349 

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Martin A. Frost

Vice President, Opus Financial Advisors, Inc.

Financial Advisor, FSC Securities Corporation

(919) 883-4318 

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Andy Howell

Registered Representative, Opus Financial Advisors, Inc.

Financial Advisor, FSC Securities Corporation

(704) 761-6497
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Cindy B. Johnson

Office and Client Services Manager, Opus Financial Advisors, Inc.

(704) 761-6489
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Carol Hunter

Client Services Representative, Opus Financial Advisors, Inc.

(704) 761-6481
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Edgar Antunez Rebollar

Client Services Representative and Office Assistant, Opus Financial Advisors, Inc.

(704) 872-7671
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Kate Rokes Hand

Community Relations Director, Opus Financial Advisors, Inc.

(704) 872-7671

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