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.



Our advisors

Nancy S Daoud

ChFC®, APMA

Private Wealth Advisor

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

Nina Daoud

BFA, APMA

Financial Advisor

Learn more about Nina Daoud Visit Nina Daoud's website

Philip Bensley

CIMA®

Financial Advisor

Certified Investment Management Analyst®
Learn more about Philip Bensley Visit Philip Bensley's website

Albertine Gibbs

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Albertine Gibbs Visit Albertine Gibbs's website

Bob Tosetti

APMA, CMFA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Bob Tosetti Visit Bob Tosetti's website

Terence Gibbons

MS, BFA, AAMS, APMA

Financial Advisor

Learn more about Terence Gibbons Visit Terence Gibbons's website

Sadaf Rashidi Nezami

APMA

Financial Advisor

Learn more about Sadaf Rashidi Nezami Visit Sadaf Rashidi Nezami's website


Our team

Michael Schietromo

Michael Schietromo

Business Development Director

Kristopher Daoud

Kristopher Daoud

Operations Manager,

Financial Planning Analyst
Andy Smith

Andy Smith

Financial Planning Analyst,

Client Service Manager
Becky J. O'Hara

Becky J. O'Hara

Client Service Specialist

Lori Jones

Lori Jones

Client Service Specialist

Peter Galitzine

Peter Galitzine

Client Service Specialist

Janae Ryzak

Janae Ryzak

Client Service Specialist

Connor Odell

Connor Odell

Client Service Specialist

Tova Kovacs

Tova Kovacs

Marketing Specialist