Opus: Advice First

Advisors

Philip Bensley

Philip Bensley

CIMA®

Financial Advisor

Certified Investment Management Analyst®
Visit Philip Bensley's website
Nina Daoud

Nina Daoud

BFA, APMA®

Financial Advisor

Marketing Manager
Visit Nina Daoud's website
Coleen A Banks

Coleen A Banks

MBA, CFP®, APMA®

Private Wealth Advisor

Visit Coleen A Banks's website
Joseph Irizarry

Joseph Irizarry

CLTC®

Financial Advisor

Visit Joseph Irizarry's website
Albertine Gibbs

Albertine Gibbs

CFP®, APMA®

Financial Advisor

Visit Albertine Gibbs's website

Team

Alison Perrin

Alison Perrin

Financial Planning Analyst,

CERTIFIED FINANCIAL PLANNER™ professional
Andy Smith

Andy Smith

Financial Planning Analyst,

Client Service Manager
Ellen Capone

Ellen Capone

Financial Planning Analyst

Kristopher Daoud

Kristopher Daoud

Financial Planning Analyst

Becky J. O'Hara

Becky J. O'Hara

Operations Manager,

Client Relationship Manager
Adam Goode

Adam Goode

Client Service Specialist

Stacey Sankow

Client Service Specialist