Team Approach
At The Opus Group, we are dedicated to our clients. Helping you prepare for the future and work toward your dreams is our passion. By utilizing a collaborative approach, our team works together - drawing on each team member's expertise and experience - to support your financial goals.
Forrest E. Williams, Jr., CFS, CPFA
Managing Partner
Forrest E. Williams, Jr. has been in the financial services industry since 1993. Forrest is an Investment Adviser Representative with LPL Financial. He works primarily in the areas of asset management, corporate retirement plans, and...
Christopher J. Westerman, CFP, CRPC, CMFC
Senior Partner
Chris followed in his father’s footsteps and joined the financial industry in 2005. Ironically, Chris’ father retired as an advisor with our current broker/dealer—LPL Financial. Chris is now an Investment Advisor...
Robert G. Wilkes, MPS, CPFA
Senior Partner
Life is a journey filled with twists and turns. No one knows that better than Rob Wilkes. In May 2013, Rob decided to follow his passion in coaching, however, shifting his focus from college basketball to the financial world. As an...
Justine Thompson
Director of Client Services
Justine works closely with our clients to implement the objectives of their financial plan and strives to ensure their expectations are always met. She has been in the financial services industry since 2014 and is passionate about...
Jola Tyrpa
Executive Assistant
Katelyn Shearer
Administrative Assistant
Katelyn Shearer has been an administrative assistant in the financial services industry since 2022. She also has experience in nonprofit grant writing, healthcare billing administration and public affairs. Katelyn is a proud U.S. Coast...
