The Team

Opus: Advice First

Our Mission

Opus: Advice First represents all we can do together. We look to enhance the financial and emotional well-being of our clients and their families by providing information and improving behavior as it relates to their life decisions.

Planning for the future is important work, just as a musician creates their unique pieces. In the musical sense we see our relationship as working in “harmony”. Starting with advice first, we look to keep you on track with core financial planning and subsequently help you manage the wealth and assets we build together.

The original office is based in Oxford, CT, and recently, Opus has added a new location in Palo Alto, CA! With the help of technology, we are able to serve clients in 20 states. Our value proposition is centered on creating and maintaining deep relationships with our clients so that we can help to “orchestrate your dreams”. This is done by identifying your unique and individual goals and helping you pursue them through comprehensive planning.

Our Advisors

Philip Bensley

Philip Bensley

Financial Advisor

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Designations

CIMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investments
CA Insurance #0L42404

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Nina Daoud

Nina Daoud

Financial Advisor

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Designations

BFA, APMA®

Top Areas of Focus

  • Family Finances
  • Intergenerational Planning
  • Women's Financial Strategies

Education

BA Bachelor of Arts, Fairfield University, Fairfield, CT

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Anthony Williams

Anthony Williams

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Cash Flow Management Strategies
  • Saving for Education
  • Family Finances

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Joseph Irizarry

Joseph Irizarry

Financial Advisor

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Designations

CLTC®

Top Areas of Focus

  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

University of Connecticut, Bachelor of General Studies

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John Wellington Sr

John Wellington Sr

Financial Advisor

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Top Areas of Focus

  • Investments
  • Retirement Planning Strategies

Education

BA in Economics, Middlebury College

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Our Staff

Deborah Richard

Deborah Richard

Client Service Manager

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Roles & Responsibilities

  • Client Service
  • Reception
  • Meeting Preparation
Andy Smith

Andy Smith

Client Relationship Manager

Paraplanner
Cynthia J. Baldwin

Cynthia J. Baldwin

Client Service Specialist

Paraplanner
Alison Perrin

Alison Perrin

Financial Planning Analyst

CERTIFIED FINANCIAL PLANNER™ professional