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
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...
Michelle M. Rokes
Vice President
(704) 872-7675
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,...
Carole W. Hendrix
Vice President
(704) 872-7675
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...
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...
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...
Cindy B. Johnson
Office and Client Services Manager
(704) 872-7675
Associate’s Degree in Applied Science, Mitchell Community College Majoring in Executive-Secretarial
Josh Wonders
Executive Assistant
(919) 869-2065
Associate Degree of Science majoring in Organizational Management from Santa Fe College in Gainesville, FL.Josh is a young professional with 8 years of management and customer service experience. He is passionate about helping others...
Martin Frost
Vice President & Investment Analyst
(919) 869-2065
Niagara University BS Commerce with Concentrations in Economics and Finance (919) 883-4341 martin@opusfa.com Martin brings a years of knowledge and pertinent experience in the financial industry to Opus Financial Advisors. For more...
Michelle Daniel
Financial Coach & Advisory Support
(919) 869-2065
Financial Coach & Advisory Support
Nicole J. Robertson
Senior Vice President
(919) 869-2065
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...
Sara Seasholtz
Consultant & President of Preferred Financial Strategies
(704) 973-9717
sara@FinancialStrategiesForLife.com
Sara has been in the Financial Services industry since 1979. Beginning as a Registered Representative with a national Financial Planning Firm, she advanced to District Manager and then to Division Manager. At the time, she was the...