Broker Check
 

Team

DECADES OF DEDICATION

You know it when you hear it. A shoe-tapping beat. A swinging rhythm. A moving melody. It is the culmination of several instruments working together to produce something unique. Something that isn’t easily forgotten.

Our skilled advisors at Opus Wealth Management Group work much in the same way. Each advisor, brings a precise talent to the table. When all the moving pieces come together for one purpose, the experience we offer to our clients is unforgettable.

With more than 100 years of collective financial services experience between us, it’s no wonder we draw a connection to the intricacies of a symphony orchestra! We have come to know that only when all the musicians are playing in perfect collaboration can the music be everything we expect it to be – and more.

"Just as an orchestra is only as good as the sum of its parts, our firm is only as effective as the sum of our talented team members. They work off of each other’s rhythm, practice their craft with heart, and because of it, they perform with unparalleled precision.”                - Jeff Harper

 

Jeffery Harper, CFP®, CASL, ChFC

Financial Planner | Professional Wealth Advisor

(331) 777-9900

Jeff has been helping clients for more than 28 years reach and achieve their financial goals. He guides his clients through long-term financial planning relationships by making trust, communication, and attention-to-service the...

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Kyle Harper, ChFC, CASL, RICP, CLU

Financial Planner | Professional Wealth Advisor

(331) 777-9900

Kyle has worked in the Financial Services Industry since 2010. Kyle “inherited” his father’s - Jeff Harper’s - keen analytic and technical ability and desire to work with people. Kyle coordinates the management...

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Kyle McBroom, CASL, CLTC

Financial Planner | Professional Wealth Advisor

(331) 777-9907

Kyle graduated from Ambassador College in 1998 with a degree in Business Administration and upon graduation he was recruited by a large financial services’ firm. This career path was a perfect fit for Kyle’s desire to work with people...

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Jeffery Grecu, CASL, LUTCF

Financial Planner | Professional Wealth Advisor

(331) 777-9909

Jeff graduated from Ball State University in 1982 with a degree in management. Jeff worked in the health care industry for five years and then began his career in financial services. Jeff is a Financial Advisor, Chartered Advisor for...

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Peter Wilmot, CFP®, ChFC

Financial Planner | Professional Wealth Advisor

(331) 777-9915

Peter began his professional career in the mortgage industry after graduating with honors in 1999 with dual majors in psychology and history. A year later, Peter transitioned to financial services when he realized he had a passion for...

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Stephen Potts, Jr MLD

Financial Planner | Professional Wealth Advisor

(331) 777-9914

Steve earned a degree in English in 1994 with thoughts of attending law school. Steve’s plans changed when he was offered a career path in higher education where he simultaneously earned a Master’s degree in Leadership Studies. Steve...

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Charles Baier, CFP®, ChFC

Financial Planner | Professional Wealth Advisor

(331) 777-9911

When Charlie took a risk management class at Illinois Wesleyan University he found his career path. A couple of years later he graduated with a degree in Risk Management & Financial Services. None of this was unexpected since...

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Raymond Velasco

Financial Planner | Professional Wealth Advisor

(331) 777-9916

Ray knew he wanted to major in finance when he arrived in this country, more than 20 years ago. Ray chose his career path after he read an article featuring an influential Filipino-American businessman helping his community.

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William Maxwell, CLU, MBA

Financial Planner | Professional Wealth Advisor

(224) 610-0624

After graduating from college, Bill was a teacher and coached basketball at several high schools in the very competitive Philadelphia Catholic League. During those years his summers were spent working on the Beach Patrol in Wildwood...

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Leslie Harper

LPL Registered Administrative Specialist

(331) 777-9903

Since 2000, Leslie has processed investment applications and security transactions for Jeff Harper’s clients. For 18 years prior to joining Jeff’s firm Leslie worked in various positions in the banking industry. Leslie is...

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Dawn Zepeda

Administrative Assistant to Kyle McBroom

(331) 777-9908

Ask any of Dawn’s family members or close friends what administrative competency they think of when Dawn’s name is mentioned and they will simultaneously shout – ORGANIZATION, followed closely by her love of numbers and her friendly...

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Debbie Forsythe, MBA

Business Development Consultant

Debbie was hired several years ago by a large Financial Services Organization due to her experience and knowledge in the health care industry as a registered nurse. Debbie advanced her education and business knowledge with an MBA, and...

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Debra Harper

Director of First Impressions

(331) 777-9900

Debi has supported her husband, Jeff Harper, in various capacities of the Financial Services Industry since 1989. For the last several years she has managed the reception area and created a positive first impression through her...

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Roger Harper

Administrative Associate to Jeff Harper

(331) 777-9904

Roger recently joined Jeff’s team to support numerous administrative and support processes in Jeff and Kyle Harper’s busy practice. Roger’s keen attention to detail is a great fit for an office environment that prides itself on 100%...

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Helene Haynes

Administrative Assistant to Peter Wilmot & Steve Potts

(331) 777-9913

Helene joined Peter and Steve’s team in the fall of 2015. Helene has worked in professional service environments throughout her career and understands the value of delivering a great client experience. With a degree in Business...

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Kelly Carlstrom

Administrative Assistant to Ray Velasco

(331) 777-9916

Kelly graduated from Eastern Illinois University with a degree in elementary education. She worked as an elementary school teacher for 4 years and then decided to work part-time to have more flexibility with her two young children....

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