Meet Our Team
Meet our team of trusted advisors, experienced leaders, and client service experts.
Erin Whalen
Co-President | Menlo Park, California
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 | Menlo Park, California
License/Certifications: NMLS 296909
Email: tsoutherland@opesadvisors.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
Lyla Bonilla
Client Services | Menlo Park, California
Email: lbonilla@opeswealth.com
Office: 408.831.5067
Ann Timoney
Personal Finance Advisor
License/Certifications: CFP®️
Email: atimoney@opeswealth.com
Office: 408.981.1335
Erin Whalen
Co-President | Menlo Park, California
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@opesadvisors.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
