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.
Cindy B. Johnson
Office and Client Services Manager
(704) 872-7675
Associate’s Degree in Applied Science, Mitchell Community College Majoring in Executive-Secretarial
James T. Staples
Chief Investment Officer
(704) 872-7671
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...
Janna Deegan
Vice President & Chief Compliance Officer
(919) 869-2065
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...
Karl Grauman
Administrative and Client Support
(704) 872-7675
MBA Concentration in Finance, The College of William and MaryBS in Business Administration (Accounting Concentration), Hawaii Pacific UniversityKarl brings over 20 years of experience in the investment management industry to Opus. His...
Michelle Daniel
Ensemble Financial Advisor
(919) 869-2065
Ensemble Group Financial Advisor
Nina Staples Lloyd
President & Chief Executive Officer
(919) 869-2065
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...
Tammy Howarth
Customer Relations and Administrative Assistant
(919) 869-2065
Vontaria Jennings
Administrative and Client Support
(704) 872-7675
Vontaria joined Opus to provide part-time administrative and advisory support to the team while simultaneously studying to become a licensed advisor. She brings 11+ years of analytical, managerial, and customer care experience to the...