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 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) 761-6488 (704) 872-7671 email@example.com 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... Read more Michelle M. Rokes Vice President (704) 761-6487 (704) 872-7675 firstname.lastname@example.org 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,... Read more Carole W. Hendrix Vice President (704) 761-6486 (704) 872-7675 email@example.com 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... Read more Nina Staples Lloyd President & Chief Executive Officer (919) 883-4353 (919) 869-2065 firstname.lastname@example.org 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... Read more Andy Howell Financial Advisor (704) 761-6497 (704) 872-7675 email@example.com Registered Representative, Opus Financial Advisors, Inc.Financial Advisor, FSC Securities Corporation (704) 761-6497 Andy@opusfa.com Opus Financial Advisors is pleased to announce that Andy Howell will join their advisory team. Howell... Read more Janna Deegan Vice President & Chief Compliance Officer (919) 883-4349 (919) 869-2065 firstname.lastname@example.org 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... Read more Cindy B. Johnson Office and Client Services Manager, Opus Financial Advisors, Inc. (704) 761-6489 (704) 872-7675 email@example.com Associate’s Degree in Applied Science, Mitchell Community CollegeMajoring in Executive-Secretarial Cindy joined Opus Financial Advisors over 25 years ago as Jim’s assistant. The team quickly realized that her passion for customer... Read more Carol Hunter Client Services Representative, Opus Financial Advisors, Inc. (704) 761-6481 (704) 872-7675 firstname.lastname@example.org BA in Education, University of North Carolina in Chapel Hill Associate’s Degree, Mitchell Community College Read more Martin Frost Vice President & Senior Investment Analyst (919) 883-4318 (919) 869-2065 email@example.com Niagara University BS Commerce with Concentrations in Economics and Finance (919) 883-4318 firstname.lastname@example.org Martin brings a wealth of knowledge and pertinent experience in the financial industry to Opus Financial Advisors. For more... Read more Michelle Daniel Financial Coach & Advisory Support (919) 883-4316 (919) 869-2065 email@example.com Financial Coach & Advisory Support Read more Nicole J. Robertson Senior Vice President (919) 883-4318 (919) 869-2065 firstname.lastname@example.org 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... Read more Have a Question? Name Email Question Thank you! Oops!