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 firstname.lastname@example.org 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 email@example.com 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 firstname.lastname@example.org 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 email@example.com 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 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 (704) 761-6489 (704) 872-7675 email@example.com Associate’s Degree in Applied Science, Mitchell Community College Majoring in Executive-Secretarial Read more Lisa Fox Administrative and Advisory Support (704) 872-7671 (704) 872-7675 firstname.lastname@example.org King's College - Legal Secretarial Diploma Read more Lowell McCarthy Paraplanner (704) 872-7671 (704) 872-7675 email@example.com BS in Finance, Canisius College Lowell is a native of Rochester, New York and recently graduated from Canisius College in Buffalo, New York. While in school, he followed the lead of the Jesuits and has adopted many of their values into... Read more Martin Frost Vice President & Investment Analyst (919) 883-4341 (919) 869-2065 firstname.lastname@example.org Niagara University BS Commerce with Concentrations in Economics and Finance (919) 883-4341 email@example.com Martin brings a years 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 firstname.lastname@example.org Financial Coach & Advisory Support Read more Nicole J. Robertson Senior Vice President (919) 883-4318 (919) 869-2065 email@example.com 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 Sara Seasholtz Affiliate Advisor & President of Preferred Financial Strategies (704) 658-1040 (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... Read more Have a Question? Name Email Address Question Thank you! Oops!