Our Team

At Opus Financial Advisors, we believe our team-based approach adds a broader perspective to all we do while providing both distinct insight and increased benefit to our clients. Learn more about our firm and our team in our Firm Profile.

Nina Staples Lloyd, President & Chief Executive Officer

Lead Financial Advisor

(919) 883-4353

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James T. Staples, Chief Investment Officer

Founder

(704) 761-6488

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Janna Deegan, Vice President & Chief Compliance Officer

Financial Advisor

(919) 883-4349

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Michelle Daniel

Financial Advisor

(919) 883-4316

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Lisa Fox

Financial Advisor

(704) 872-7671

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Cindy B. Johnson

Office and Client Services Manager

(704) 761-6489

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Tammy Howarth

Customer Relations and Administrative Assistant

(919) 913-9036

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Karl Grauman

Administrative and Client Support

(704) 761-6481

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Vontaria Jennings

Administrative and Client Support

(704) 872-7671

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