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

Learn More

Mark Duvall

Co-President & Chief Investment Officer | Menlo Park, California
License/Certifications: CFA®

Email: mduvall@opesadvisors.com
Office: 408.831.5808

Learn More

Louis Odette

Investment Management | Menlo Park, California
License/Certifications: CFA®

Email: lodette@opeswealth.com
Office: 408.831.5015

Learn More

Tracie Southerland

Wealth Advisor | Menlo Park, California
License/Certifications: NMLS 296909

Email: tsoutherland@opesadvisors.com
Office: 650.319.1603

Learn More

Unesa Miguel

Senior Client Service Associate / Chief Compliance Officer | Menlo Park, California

Email: umiguel@opesadvisors.com
Office: 408-831-5807

Learn More

Drew Himes

Investment Management | Menlo Park, California

Email: dhimes@opeswealth.com
Office: 408.831.5067

Learn More

Lyla Bonilla

Client Services | Menlo Park, California

Email: lbonilla@opeswealth.com
Office: 408.831.5067

Learn More

Ann Timoney

Personal Finance Advisor
License/Certifications: CFP®️

Email: atimoney@opeswealth.com
Office: 408.981.1335

Learn More

Erin Whalen

Co-President | Menlo Park, California

Email: ewhalen@opesadvisors.com
Office: 408.831.5809

Learn More

Mark Duvall

Co-President & Chief Investment Officer | Menlo Park, California
License/Certifications: CFA ®

Email: mduvall@opesadvisors.com
Office: 408.831.5808

Learn More

Louis Odette

Investment Management | Menlo Park, California
License/Certifications: CFA ®

Email: lodette@opeswealth.com
Office: 408.831.5015

Learn More

Tracie Southerland

Wealth Advisor | Palo Alto, California
License/Certifications: NMLS 296909

Email: tsoutherland@opesadvisors.com
Office: 650.319.1603

Learn More

Unesa Miguel

Senior Client Service Associate / Chief Compliance Officer | Menlo Park, California

Email: umiguel@opesadvisors.com
Office: 408-831-5807

Learn More

Drew Himes

Investment Management | Menlo Park, California

Email: dhimes@opeswealth.com
Office: 408.831.5067

Learn More

Ann Timoney

Senior Loan Advisor
License/Certifications: CFP®

Email: Ann.Timoney@flagstar.com
Office: 408.458.3504

Learn More

Lyla Bonilla

Client Services | Menlo Park, California

Email: lbonilla@opeswealth.com
Office: 408.831.5067

Learn More

ARE WE THE RIGHT FIT?

To start the process, or to experience our approach, take your initial assessment now. It takes about 1 minute and if nothing else may have you asking yourself some questions you had not fully thought about yet.

Take Our Assessment