Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

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) 761-6488

(704) 872-7671

jim@opusfa.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

michelle@opusfa.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

carole@opusfa.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

nina@opusfa.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

janna@opusfa.com

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

cindy@opusfa.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

lisa@opusfa.com

King's College - Legal Secretarial Diploma

Read more

Josh Wonders

Executive Assistant

(919) 913-9036

(919) 869-2065

josh@opusfa.com

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...

Read more

Martin Frost

Vice President & Investment Analyst

(919) 883-4341

(919) 869-2065

martin@opusfa.com

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...

Read more

Michelle Daniel

Financial Coach & Advisory Support

(919) 883-4316

(919) 869-2065

michelle.daniel@opusfa.com

Financial Coach & Advisory Support 

Read more

Nicole J. Robertson

Senior Vice President

(919) 883-4318

(919) 869-2065

nicole@opusfa.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

Advisor Emeritus

(704) 872-7671

(704) 872-7675

Sara has retired from the Financial Services industry after more than 44 years...

Read more

Have a Question?

Thank you! Oops!