After graduating from the University of Illinois with a B.S. in Finance in 1985, I worked in myriad roles before founding Opus Financial Solutions, including securities compliance, investment analysis, institutional portfolio management, and teaching investments and financial planning topics at the undergraduate and graduate levels. Those roles and hard-earned education and financial designations converged to ultimately building a fee-only financial planning and investment advisory firm. 

My objective as an advisor is to help my clients improve and/or be aware of the implications of the financial choices they make. That requires me to listen and truly understand my client's past, present, and anticipated journey before offering strategies and solutions. For some of my clients, that means helping them attain the financial freedom and peace of mind to live as they choose.  For others who have accumulated significant wealth, it is helping them with portfolio optimization and management, taxes, distribution planning, and estate matters.

In addition to my Finance degree from Illinois, I obtained my MBA in International Business from DePaul’s Graduate School of Business. I later attained my Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations in order to provide the highest level of financial and investment counsel. Along the way, I also developed an expertise in divorce financial planning in order to help people make more informed financial decisions in divorce matters and make the process of divorce less painful and less expensive. I've served as a divorce advisor, financial neutral and mediator for individuals and/or divorcing couples (Refer to “Pre-Divorce Planning” for more detail).

I grew up in the Chicago area, now live in Denver, and serve clients across the United States. In my spare time, I enjoy spending time in natural settings hiking, camping, mountain-biking, skiing, playing with my pups, or whatever the weather dictates. I have served in many volunteer roles over the course of my life, mostly relating to educating and mentoring the underprivileged. Thus far, one of my greatest joys has been watching my children—now both young independent adults--evolve into kind, smart, empathetic human beings who I believe will change the world for the better.

Lisa can be reached at lisa@opusfinsolutions.com.

Matthew is currently a Wealth Manager at Opus Financial Solutions. He began his career in accounting and finance more than 25 years ago when he graduated magna cum laude with a bachelor’s of science degree in accountancy from the University of Illinois (Champaign/Urbana). Over the years Matthew has held various roles as an accountant, auditor, investment banker, business valuation expert, and litigation consultant. He also previously provided financial planning advice, investment management, and other concierge financial services through his own independent wealth management firm.

Matthew believes strongly in the application of proven academic principles to financial planning and investment management. His quest for knowledge has driven Matthew to many accomplishments. Notably, Matthew has been awarded several prominent financial designations, including Certified Financial Planner (CFP®) certificant, Chartered Financial Analyst (CFA®) charter holder, and Certified Public Accountant (CPA). Matthew also earned his Masters of Business Administration (MBA) from the University of Chicago Booth School of Business with concentrations in finance and economics.

In working with clients, Matthew draws upon his diverse background and extensive financial education and training. He provides clients with unique and highly informed perspectives on realizing both their life and financial aspirations, goals, and dreams. From short-term budgeting to retirement and estate planning, Matthew utilizes his people-focused style to assist clients in developing an appropriate balance between the trees and the forest. Where others may see conflicts in allocating limited financial resources, Matthew seeks creative resolutions through holistic wealth management solutions.

Outside of work, Matthew enjoys spending time with his two young-adult sons, competing at fantasy baseball, and reveling in most Chicago sports teams. Matthew is a long-time resident of the southwest suburbs of Chicago.

Matthew can be reached at matthew@opusfinsolutions.com

As a Certified Financial Planner (CFP®), I am dedicated to serving as my clients' “Personal CFO”, enabling them to focus on what they enjoy while expanding their impact. I graduated summa cum laude from North Carolina State University and later earned a Master's degree from American University. Before transitioning to a career in taxes and financial advising, I owned a health and fitness business for ten years.

My approach is holistic, drawing upon my diverse background to provide unique perspectives on achieving both life and financial aspirations. From short-term budgeting for important goals to retirement and tax planning, I help clients find creative solutions and balance in their financial lives. My investment and financial philosophy is centered on simplicity while formulating effective plans to enable clients to build security and conquer their wish lists. I firmly believe in the principle that every dollar should serve a specific purpose and that setting goals is integral to sound financial planning.

I help my clients feel confident in their financial decisions, create more freedom to spend their days as they wish, build stability for peace of mind, and afford what they want, not just what they need. Whether it's starting a dream business, traveling to far-off locations, investing in personal growth, taking care of family, or giving back to causes they care about, I am here to guide them every step of the way. In essence, my mission is to provide clients with the highest level of financial advice, helping them achieve financial freedom and peace of mind to live as they choose.

Originally from Austin, TX (Hook’em Horns!), I have called the beautiful state of Colorado home since 2009. When I'm not working, you can usually find me outdoors with my two kids and two dogs, traveling to exciting new places, or riding a horse.