Meet our team
Ann Timoney
Trusted Referral Partner • CFP®️
Why
Ann joined Opes in 2004 as a Mortgage Advisor when the firm offered integrated mortgage, financial planning and investment management services.
Ann chose to step away from the mortgage field in 2022 and is excited to shift to working with Opes Wealth as a trusted referral partner.
Ann is passionate about making financial concepts more accessible and helping people understand the fundamentals of personal finance. By sharing educational insights and connecting people with the right resources, Ann aims to help individuals feel more confident about their financial decisions. Ann looks forward to serving as a valuable referral partner alongside the Opes team, helping connect clients with the professional guidance and expertise they need to achieve their financial goals.
Experience
Ann worked as a Mortgage Advisor for over 35 years, most recently with Flagstar Bank.
Ann expanded her knowledge by obtaining the Certified Financial Planner® certification in 2010. With over 1B in career mortgage loan fundings, she has a unique understanding of real estate, real estate financing, and how to incorporate real estate as an asset class with financial planning.
who
Ann is an Indiana native from the Ohio River Valley, near Louisville, KY.
She met her husband, Howard, a California native, at the North Carolina School of the Arts where they were both ballet majors. They love ballet, are patrons of the arts, and live in San Jose. She completed the role of President of the Board of San Jose Dance Theatre in January 2022, after serving for 3 years. SJDT is a 501c3 ballet academy and performing company. Ann enjoys strength training, learning and teaching about financial things, and laughing at her husband’s humor.
Erin Whalen
Co-President | Menlo Park, California
Calendar: Schedule a meeting
Email: ewhalen@opeswealth.com
Office: 408.831.5809
Mark Duvall
Co-President | Menlo Park, California
License/Certifications: CFA®
Calendar: Schedule a meeting
Email: mduvall@opeswealth.com
Office: 408.831.5808
Louis Odette
Chief Investment Officer | Menlo Park, California
License/Certifications: CFA®
Calendar: Schedule a meeting
Email: lodette@opeswealth.com
Office: 408.831.5015
Tracie Southerland
Wealth Advisor
License/Certifications: NMLS 296909
Calendar: Schedule a meeting
Email: tsoutherland@opeswealth.com
Cell: 650.255.1477
Unesa Miguel
Client Services / Compliance | Menlo Park, California
Email: umiguel@opeswealth.com
Office: 408.831.5807
Drew Himes
Investment Management | Menlo Park, California
Email: dhimes@opeswealth.com
Office: 408.831.5067
Kenji Bleicker
Wealth Advisor
License/Certifications: CFP®️
Email: kbleicker@opeswealth.com
Office: 541.363.8919
Ann Timoney
Trusted Referral Partner
License/Certifications: CFP®️
Email: atimoney@opeswealth.com
Office: 408.981.1335
Lyla Bonilla
Calvin Webster
Client Services | Menlo Park, California
Email: cwebster@opeswealth.com
Office: 408.831.5812
Erin Whalen
Co-President | Menlo Park, California
Calendar: Schedule a meeting
Email: ewhalen@opesadvisors.com
Office: 408.831.5809
Mark Duvall
Co-President & Chief Investment Officer | Menlo Park, California
License/Certifications: CFA ®
Email: mduvall@opesadvisors.com
Office: 408.831.5808
Louis Odette
Investment Management | Menlo Park, California
License/Certifications: CFA ®
Email: lodette@opeswealth.com
Office: 408.831.5015
Tracie Southerland
Wealth Advisor | Palo Alto, California
License/Certifications: NMLS 296909
Email: tsoutherland@opeswealth.com
Office: 650.319.1603
Unesa Miguel
Senior Client Service Associate / Chief Compliance Officer | Menlo Park, California
Email: umiguel@opesadvisors.com
Office: 408-831-5807
Drew Himes
Investment Management | Menlo Park, California
Email: dhimes@opeswealth.com
Office: 408.831.5067
Ann Timoney
Senior Loan Advisor
License/Certifications: CFP®
Email: Ann.Timoney@flagstar.com
Office: 408.458.3504
Lyla Bonilla
Client Services | Menlo Park, California
Email: lbonilla@opeswealth.com
Office: 408.831.5067
Anthony Fischetti
Client Service Associate | Menlo Park, California
Email: afischetti@opeswealth.com
Office: 408.831.5806
Kenji Bleicker
Personal Finance Advisor
License/Certifications: CFP®️
Email: kbleicker@opeswealth.com
Office: 408.831-5813
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