Opus: Advice First

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo for Opus: Advice First

Advisors

Philip Bensley

CIMA®

Financial Advisor

Certified Investment Management Analyst®
Visit Philip Bensley's website

Nina Daoud

BFA, APMA

Private Wealth Advisor

Visit Nina Daoud's website

Bob Tosetti

APMA, AAMS, CMFA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Bob Tosetti's website

Albertine Gibbs

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Albertine Gibbs's website


Team

Becky J. O'Hara

Becky J. O'Hara

Operations Manager,

Client Relationship Manager
Andy Smith

Andy Smith

Financial Planning Analyst,

Client Service Manager