Who We Are

The Meaning Behind The Name Opus 111

How Vision And Foresight Impact Your Financial Plan. In financial planning, the words of Thoreau ring true: "Go confidently in the direction of your dreams!"

What we do every day in managing your assets is just like conducting a symphony. You have to understand the intricacies of each instrument and then, bring them together to create a harmonious and beautiful composition. It’s like being a composer. We combine everything we know with projections for the future not only for you but also for how the capital markets and economy may evolve over time.

Financial planning and music – are two things I know a lot about. I started playing the piano when I was just 4 years old and still play most days. I attended the National Music Camp when I was 10 and that’s how I came across Beethoven's OPUS 111 sonata, which is the inspiration behind our company name.

Opus 111 is the last sonata that Beethoven’s wrote, 5 years before his death. Despite him being completely deaf, he took a simple theme, syncopated it and thus transformed it into a vision of ragtime jazz music 70 years before ragtime even became a thing . This reminds me that in both music and finance being able to work with what’s here today and then apply vision and foresight to your long-term dreams, is what it’s all about.

For 41 years, I’ve guided individuals, families, executives, and business owners towards their financial goals in a way that is consistent with your family’s underlying values around money.

Here at Opus, we offer a comprehensive multi-family office approach, focused on everything from annuities, education funding, debt management to annual income plans – all driven by what truly matters to you. Our commitment also includes philanthropy, ensuring your legacy benefits not only your family, but society as a whole. We consider it an important part of our best-in-class service.

Once you get to know us, you’ll see our entire team is incredibly organized and laser-focused on follow-up and service. Katie and Emily possess great attention to detail, something we take great pride in. And with My fellow advisory partners Bill and Mike, we have nearly 150 years of combined experience.

Compose & Conduct

My favorite feeling is being there with you when you cross the finish line and finally retire - Or when you finally achieve a long-term goal that you’re totally jazzed about! It’s a time to celebrate, a testament to your hard work, the journey that we all take together, and you’re finally able to live the life you've always imagined.

Give us a call, so we can help you compose and conduct the symphony of your life.

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