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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...

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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,...

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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...

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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...

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Andy Howell

Financial Advisor

(704) 761-6497

(704) 872-7675

andy@opusfa.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...

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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...

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Cindy B. Johnson

Office and Client Services Manager, Opus Financial Advisors, Inc.

(704) 761-6489

(704) 872-7675

cindy@opusfa.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...
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Carol Hunter

Client Services Representative, Opus Financial Advisors, Inc.

(704) 761-6481

(704) 872-7675

chunter@opusfa.com

BA in Education, University of North Carolina in Chapel Hill Associate’s Degree, Mitchell Community College 

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Edgar Antunez Rebollar

Client Services Representative and Office Assistant

(704) 872-7671

(704) 872-7675

edgar@opusfa.com

Client Services Representative & Office Assistant, Opus Financial Advisors, Inc. Edgar appreciates the dynamic work environment, and the opportunity to do and learn something new each day, as a Client Services Representative with Opus...

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Martin Frost

Vice President & Senior Investment Analyst

(919) 883-4318

(919) 869-2065

martin@opusfa.com

Niagara University BS Commerce with Concentrations in Economics and Finance (919) 883-4318 martin@opusfa.com Martin brings a wealth of knowledge and pertinent experience in the financial industry to Opus Financial Advisors. For more...

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Michelle Daniel

Financial Coach & Advisory Support

(919) 883-4316

(919) 869-2065

michelle.daniel@opusfa.com

Financial Coach & Advisory Support 

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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...

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