Meet our team
Ann Timoney
Personal Finance Advisor • CFP®️
Why
Ann joined Opes in 2004 as a Mortgage Advisor when the firm offered integrated mortgage, financial planning and investment management services.
She was attracted to the opportunity to become a Personal Financial Advisor in 2006 to help her clients with their real estate decisions in the high-cost Silicon Valley area, and financial planning for their long-term goals. Ann chose to step away from the mortgage field in 2022 and is excited to shift to working with Opes Wealth.
Ann loves removing mystery about the financial world and financial practices to empower people to make better choices. Seemingly simple bits of knowledge to act with can produce better results and peace of mind for clients so that they can live the lives they want. Ann is excited to focus on this for her clients and others with the Opes team.
Experience
Ann worked as a Mortgage Advisor for over 35 years, most recently with Flagstar Bank, while working in concert with Opes Wealth as a Personal Financial Advisor.
Ann expanded her knowledge as a financial advisor 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 & Chief Investment Officer | Menlo Park, California
License/Certifications: CFA®
Calendar: Schedule a meeting
Email: mduvall@opeswealth.com
Office: 408.831.5808
Louis Odette
Investment Management | 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
Personal Finance Advisor
License/Certifications: CFP®️
Email: atimoney@opeswealth.com
Office: 408.981.1335
Anthony Fischetti
Client Services | Menlo Park, California
Email: afischetti@opeswealth.com
Office: 408.831.5806
Lyla Bonilla
Client Services | Menlo Park, California
Email: lbonilla@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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