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Our Clients

Individuals and Families
  • Our overriding mission is to help individuals and families develop and achieve their long-term goals.
  • The goals are often, but not limited to, achieving or maintaining a desired standard of living, providing for family, travel, and supporting charitable organizations.
  • We selectively partner with like-minded individuals, as we focus on long-term relationships and financial goals.
  • Our experienced team provides business owners and executives advice on retirement plan structures, deferred compensation, stocks options, restricted stock, and generational wealth transfer.
 



         
MEET OUR TEAM

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

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  Joseph P. Condren, CFA
Principal, COO and CCO
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  Alexander G. Moore
Associate Wealth Advisor

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  Kevin P. Whelan, CFA
Principal and Portfolio Manager

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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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  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