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.


Advisors

Nancy S Daoud

ChFC®

Private Wealth Advisor

Chief Executive Officer of Opus: Advice First
Visit Nancy S Daoud's website

Philip Bensley

CIMA®

Financial Advisor

Certified Investment Management Analyst®
Visit Philip Bensley'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

Andrew W Smith

APMA

Financial Advisor

Visit Andrew W Smith's website

Connor Odell

APMA

Financial Advisor

Visit Connor Odell's website


Team

Kristopher Daoud

Kristopher Daoud

Operations Manager,

Financial Planning Analyst
Becky J. O'Hara

Becky J. O'Hara

Client Service Specialist

Michael Schietromo

Michael Schietromo

Business Development Director

Lori Jones

Lori Jones

Client Service Specialist

Janae Ryzak

Janae Ryzak

Client Service Specialist

Kimberly Killoy

Kimberly Killoy

Marketing Specialist

Rosa Lopez

Rosa Lopez

Client Service Specialist

Trish Flynn

Trish Flynn

Client Service Specialist