I’ve been called an artistic expert based upon my ability to creatively come up with client opportunities utilizing my deep financial knowledge. The integration of investment management and true tax optimization aren’t often seen in the industry, even though we consistently see a great deal of value in it. That’s why I am the Founder and Principal of Opus Financial Solutions, LLC specializing in wealth management and integrated tax planning.I have always carried a passion for helping others through financial education. For over 25 years, I have performed various forms of financial analysis, investment management and tax while increasing my knowledge and sharing that knowledge with others through various teaching roles I assumed. My clients want to know that they can lead the life they envisioned, and if not, what can be done to make that happen. I help optimize their choices through a comprehensive understanding of their lives and their financial situation while helping to educate them to make better decisions. It is very important to discuss financial return, risk, market dynamics, etc. but understanding the clients wants, needs and desires really make a plan work. Over the years, I’ve come to understand the need for solid, unbiased advice. It isn’t only investment management, but it’s also about making better “every day” decisions. One recent research study from Morningstar suggested a possible 23% increase in retirement income from activities outside of investment selection. I am a Chartered Financial Analyst (CFA); a Certified Public Accountant (CPA); a Certified Financial Planner (CFP); obtained my MBA from the University of Chicago’s International Executive program; my BS in Accounting from Indiana University.Opus is a fee-only, registered investment advisor and fiduciary.