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 strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe 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, Chief Investment OfficerFinancial Advisor(704) 761-6488 Send an EmailClick to read more... Nina Staples Lloyd, President & Chief Executive OfficerFinancial Advisor(919) 883-4353 Send an EmailClick to read more... Nicole J. Robertson, Senior Vice PresidentFinancial Advisor(919) 883-4318 Send an EmailClick to read more... Martin A. Frost, Vice President & Senior Investment AnalystFinancial Advisor(919) 883-4341 Send an EmailClick to read more... Janna Deegan, Vice President & Chief Compliance OfficerFinancial Advisor(919) 883-4349 Send an EmailClick to read more... Carole W. Hendrix, Vice PresidentFinancial Advisor Send an EmailClick to read more... Michelle M. Rokes, Vice PresidentFinancial Advisor (704) 761-6487 Send an EmailClick to read more... Sara SeasholtzConsultant & President of Preferred Financial Strategies(704) 658-1040 Send an EmailClick to read more... Cindy B. JohnsonOffice and Client Services Manager(704) 761-6489 Send an EmailClick to read more... Michelle DanielFinancial Coach & Advisory Support(919) 883-4316 Send an EmailClick to read more... Lisa FoxAdministrative and Advisory Support(704) 872-7671Send an EmailClick to read more... Joshua WondersExecutive Assistant(919) 913-9036Send an EmailClick to read more... Have a Question Name Email Address Phone Question Thank you! Oops!