Broker Check
Opus Wealth Management

 
  
 

Team

We have sought to build a structure that brings our clients the best of both worlds. Opus Wealth Management is a boutique firm that gives high-touch, personalized attention. Our broker/dealer is one of the largest financial services firms in America in Lincoln Financial Advisors Corp. which provides us with deep intellectual, technological and compliance resources. 

 

Loic LeMener, CFA, MBA, CFP “I believe that everything starts with integrity, trust and understanding; these uncompromising principles are the foundation of what we do.” As the founder and President of Opus Wealth...

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Dianna Parker, CFP®

Director of Planning

972.361.3839

972.960.6847

With nearly 20 years as a financial planner in private practice, Dianna’s expertise includes a broad knowledge of complex estate planning, business succession planning and retirement planning concepts. She spends most of her time...

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The design team provides advanced technical analysis and creative design support to help ensure clients receive high quality comprehensive planning.

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