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Our Clients

Health Care Professionals
  • We actively partner with physicians, CRNAs, nurses, and health care professionals.
  • For over 20 years, we have spent countless hours in hospitals, physician offices, partner meetings, and the homes of healthcare professionals.
  • We believe this experience and understanding is necessary to appreciate the unique opportunities and challenges for health care professionals.
  • Our diligent investment management and financial planning process provides peace of mind and allows our health care partners to focus on their careers and families.
 



         
MEET OUR TEAM

  Jakki L. Haussler, Esq., CPA
Founder and Chairman
of the Board

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  Nathan M. Bailey, CFA, CFP®
Principal and Portfolio Manager

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  Nathan A. Bishop, CFA
Principal and Portfolio Manager

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  Joseph P. Condren, CFA
Principal, COO and CCO
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  Kevin P. Whelan, CFA
Principal and Portfolio Manager

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  Alexander G. Moore
Associate Wealth Advisor

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  CONTACT INFO

221 E. 4th Street, Suite 2700
Cincinnati, OH 45202
Office: (513) 621-6787
  CONNECT WITH US

    
         
Copyright © 2017. Opus Capital Management. All Rights Reserved