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  3. Your Team

Your Team

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Team Approach

At Opus Financial Solutions, we have implemented a team-based approach to support you, ensuring you benefit from perspectives and insights from advisors with varied and specialized areas of expertise and education. This approach is also intended to ensure each of our advisors understand your situation and is there to provide you immediate assistance should you need it if your lead advisor is unavailable.

Credentials & Experience

We are proud of the fact that our advisors are among the less than 2% of financial advisors with CFP (“Certified Financial Planner”) certifications who also hold a CFA (Chartered Financial Analyst) charter.  An even smaller percentage hold a CPA (Certified Public Accountant) license as well as an MBA.  We share this because we believe our commitment to life-long financial education provides our clients with the assurance they can rely on the counsel and expertise they seek and that we can provide.

While the CFP certification provides an excellent foundation for comprehensive financial planning, the CFA program—considered the “gold standard” in the finance and investment field—requires a demanding 3-year (1,000 hour) study program focused on portfolio and investment management and financial analysis.  And given its rigor, just 1 in 5 individuals who pursue the CFA charter successfully complete the program to attain it.  The CPA license is similarly considered the “black belt” in accounting and also requires approximately five years of preparation and study.  Bottom line: our education is vast and our experience is analytical, financial, educational, and investment-oriented, not sales.

Team Background

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Lisa Louise Bayer, CFA, CFP®, MBA

Principal

708-703-3100
708-703-3100
Lisa@OpusFinSolutions.com

Lisa is the Founder and Principal at Opus Financial Solutions, having begun her career in finance 30 years ago when she graduated in Finance from the University of Illinois.  Lisa’s myriad roles in finance and hard-earned education and financial designations converged methodically to shape her final career choice as a Wealth Manager and Financial Planner.  The roles she held previously included securities compliance, investment analysis, institutional portfolio management, and teaching of corporate finance and financial planning topics at the undergraduate and graduate levels.

Lisa’s objective as an advisor is to help her clients gain control over their financial life by helping them stay disciplined and improve and/or be aware of the implications of the financial choices they make. That requires her to listen and truly understand a client’s past, present, and anticipated journey before offering strategies and solutions. While Lisa is an analyst at heart—actually enjoying the technical research and number crunching aspects of her job—she believes her primary service is to help her clients attain the freedom, peace of mind, and ability to live as they choose.

Given her personal experience with divorce with young children, Lisa 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. She serves as both a divorce advisor and mediator for individuals and/or divorcing couples.  (Refer to “Pre-Divorce Planning” for more detail). 

Lisa is a Chartered Financial Analyst (CFA); a Certified Financial Planner (CFP); obtained her MBA in International Business from DePaul’s Graduate School of Business; and her BS in Finance from the University of Illinois.

Lisa grew up in the Chicago area and serves clients across the United States. In Lisa's spare time, she enjoys spending time in natural settings hiking, mountain-biking, skiing--or whatever the weather dictates.  Lisa is also a volunteer for Wild Bear Nature Center, focused on fostering an appreciation of the environment and promoting an environmentally aware community. Thus far, one of her greatest joys has been watching her children—both now attending college--evolve into kind, smart, empathetic human beings who she believes will change the world for the better.

Lisa can be reached at Lisa@OpusFinSolutions.com.

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Mathew M. Kunst, CFP, CFA, CPA, MBA

Wealth Manager

331-777-5449
708-377-2425
Matthew@Opusfinsolutions.com

Matthew is currently a Wealth Manager at Opus Financial Solutions.  He began his career in accounting and finance more than 20 years ago when he graduated 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 teenage sons, competing at fantasy baseball, and reveling in most Chicago sports teams.  Matthew is a long-time resident of the southwest suburbs of Chicago.

 

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Ben Jones, CFA, CFP®, CPA, MBA

Ben@OpusFinSolutions.com

Ben Jones is passionate about helping others meet their financial goals.  He believes it is critical to understand the relationship between the financial decisions being made and how data supports those decisions.  As a Certified Public Accountant (CPA) he understands how taxes play a significant roll in implementing a personal financial plan and increasing his clients' wealth. 

Ben has a deep knowledge of the industry beginning with a B.S. in Accounting with a concentration in French from Indiana University.  After college, he began his career at Ernst & Young, LLP.  He performed audits and gained an understanding about wealth management in the tax practice serving high net worth individuals.  During this period, Ben also began teaching for Becker CPA Review and was recognized as a top instructor.  He grew passionate about financial education where he enjoyed helping students demystify complex financial, tax and accounting principles.

Ben always believed in having a broader perspective of the world related to investing.  He was an executive with Tupperware, where he traveled extensively internationally.  Working and living in over 20 countries.  He gained a better understanding of the unique aspects related to global business.  While living in Europe, Ben earned his MBA from the University of Chicago under their International Executive MBA program located in Barcelona, Spain. After seven years on the road, Ben returned to the U.S. and focused his efforts on obtaining the Chartered Financial Analyst (CFA) designation, considered the gold standard for investing and analysis.  Ben then furthered his passion for financial education by taking an executive role with Becker Professional Education, ultimately expanding the company with unprecedented growth.

Ben is driven by a purpose to help, which ultimately led him to Opus Financial Solutions. Ben grew up in Indianapolis, IN.  He comes from a large family that has always valued education and fiscal responsibility, and of course Peyton Manning and the Indianapolis Colts.  Ben thrives on the power of education and the opportunity it affords.  He established and runs a small education foundation started in honor of his niece, a cancer survivor, who  continues to deal with a learning disability.  Currently, Ben resides in Downers Grove, IL and enjoys spending time with his wife and young twins.  In Ben’s “free”time, he enjoys playing guitar, singing, running mini marathons, and eating pungent cheese (with a glass of wine) from some far off land. 

Ben can be reached at Ben@OpusFinSolutions.com.

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We Serve Clients Across the United States.

Downers Grove Office:
1121 Warren Avenue, Ste. 230, Downers Grove, IL 60515
 
Boulder Office:
885 Arapahoe Avenue, Boulder, CO 80302
 
General Assistance: 
Tel: (331) 777-5449    Fax: (708) 377-2425
 
Advisors:
Lisa Bayer, CFA, CFP: Lisa@OpusFinSolutions.com 
Mobile: (708) 703-3100
 
Matthew Kunst, CFA, CFP, CPA: Matthew@OpusFinSolutions.com
Mobile: (331) 218-3737
 
Ben Jones, CFA, CFP, CPA: Ben@OpusFinSolutions.com
Mobile: (317) 701-5050

 

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