Opus: Advice First

Team

Alison Perrin

Alison Perrin

Financial Planning Analyst,

CERTIFIED FINANCIAL PLANNER™ professional
Kristopher Daoud

Kristopher Daoud

Financial Planning Analyst

Becky J. O'Hara

Becky J. O'Hara

Operations Manager,

Client Relationship Manager

Stacey Sankow

Client Service Specialist

Andy Smith

Andy Smith

Financial Planning Analyst,

Client Service Manager