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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.


Sara Seasholtz

Consultant & President of Preferred Financial Strategies

(704) 658-1040
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Cindy B. Johnson

Office and Client Services Manager

(704) 761-6489
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Michelle Daniel

Financial Coach & Advisory Support

(919) 883-4316
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Lisa Fox

Administrative and Advisory Support

(704) 872-7671

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Josh Wonders

Executive Assistant

(919) 913-9036

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