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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 can also answer your questions, including:

  • We can also answer your questions, including:We can also 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 liWe can also answer your questions, including:fe 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

MBA Concentration in Finance, University of South Carolina BS in Commerce, Rider University Certified Financial PlannerTM Jim has been providing independent financial advice to his clients for more than 40 years. After working for...

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Michelle M. Rokes

Certified Financial PlannerTM Michelle joined Opus Financial Advisors in 1986 after a successful career in the wholesale distribution industry. As a Certified Financial Planner, Michelle utilizes a holistic approach to financial,...
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Carole W. Hendrix

BS in Finance and Economics, University of RichmondCertified Financial PlannerTM For over 15 years, Carole has played a key role in the financial success of her client base. As a Retirement Planning Specialist she focuses on helping...

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Nina Staples Lloyd

BA in Economics, University of North Carolina in Chapel Hill BA in Environmental Studies, University of North Carolina in Chapel Hill Certified Financial PlannerTM Chartered Retirement Planning Counselor SM Nina joined Opus Financial...

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Andy Howell

Registered Representative, Opus Financial Advisors, Inc.Financial Advisor, FSC Securities Corporation (704) 761-6497 [email protected] Opus Financial Advisors is pleased to announce that Andy Howell will join their advisory team. Howell...
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Janna Deegan

BA in Biology, University of North Carolina in Chapel HillMasters in Accounting, University of North Carolina in Chapel Hill Certified Public Accountant Janna brings a wealth of knowledge and a commitment to financial literacy and...

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Cindy B. Johnson

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

(704) 761-6489

(704) 872-7675

[email protected]

Associate’s Degree in Applied Science, Mitchell Community CollegeMajoring in Executive-Secretarial Cindy joined Opus Financial Advisors over 25 years ago as Jim’s assistant. The team quickly realized that her passion for customer...
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Carol Hunter

Client Services Representative, Opus Financial Advisors, Inc.

(704) 761-6481

(704) 872-7675

[email protected]

BA in Education, University of North Carolina in Chapel Hill Associate’s Degree, Mitchell Community College 

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Kate Rokes Hand

Community Relations Director, Opus Financial Advisors, Inc.

(704) 872-7671

(704) 872-7675

B.A. NC State University, Interpersonal Communications Kate joined the Opus team after a successful career in the banking industry. During her time with Fidelity Bank, she consistently exceeded service and sales goals. Most notably,...
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Edgar Antunez Rebollar

Client Services Representative and Office Assistant

(704) 872-7671

(704) 872-7675

[email protected]

Client Services Representative & Office Assistant, Opus Financial Advisors, Inc. Edgar appreciates the dynamic work environment, and the opportunity to do and learn something new each day, as a Client Services Representative with Opus...

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Martin Frost

Financial Advisor

(919) 883-4318

(919) 869-2065

[email protected]

Niagara University BS Commerce with Concentrations in Economics and Finance (919) 883-4318 [email protected] Martin brings a wealth of knowledge and pertinent experience in the financial industry to Opus Financial Advisors. For more...

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Nicole J. Robertson

(919) 883-4318

(919) 869-2065

[email protected]

Nicole strives to inspire confidence in clients making important financial decisions. A rare Chapel Hill native, Nicole brings over 11 years of advisory experience and 16 years of financial expertise to the Chatham/Orange County...

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