Meet our team

Calvin Webster

Client Service Associate | Menlo Park, California

Why

Calvin joined Opes in 2025 as a Client Service Associate, eager to build meaningful relationships and help others navigate complex decisions.

He was drawn to Opes by the opportunity to serve as the crucial bridge between clients and advisors, transforming financial questions into clarity and confidence for the advisors and families he supports.

Experience

Prior to joining Opes, Calvin completed several internships in wealth management, operations, and investments.

During these experiences, he developed skills in client relationship management, financial analysis, and operational efficiency while gaining insights into investment strategies and wealth planning processes.

who

Calvin grew up in Pacifica, California, also spending time in Denver, Colorado, and Florence, Italy.

He now lives in San Francisco after graduating from the University of Denver with a Bachelor of Science in Data Analytics and a Master of Science in Quantitative Finance. When not at work, he enjoys working on and racing cars, woodworking, and travelling.

Erin Whalen

Co-President | Menlo Park, California

Calendar: Schedule a meeting
Email: ewhalen@opeswealth.com
Office: 408.831.5809

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Mark Duvall

Co-President | Menlo Park, California
License/Certifications: CFA®

Calendar: Schedule a meeting
Email: mduvall@opeswealth.com
Office: 408.831.5808

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Louis Odette

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

Calendar: Schedule a meeting
Email: lodette@opeswealth.com
Office: 408.831.5015

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Tracie Southerland

Wealth Advisor
License/Certifications: NMLS 296909

Calendar: Schedule a meeting
Email: tsoutherland@opeswealth.com
Cell: 650.255.1477

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Unesa Miguel

Client Services / Compliance | Menlo Park, California

Email: umiguel@opeswealth.com
Office: 408.831.5807

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Drew Himes

Investment Management | Menlo Park, California

Email: dhimes@opeswealth.com
Office: 408.831.5067

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Kenji Bleicker

Wealth Advisor
License/Certifications: CFP®️

Email: kbleicker@opeswealth.com
Office: 541.363.8919

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Ann Timoney

Trusted Referral Partner
License/Certifications: CFP®️

Email: atimoney@opeswealth.com
Office: 408.981.1335

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Lyla Bonilla

Associate Planner | Honolulu, Hawai'i

Email: lbonilla@opeswealth.com
Office: 408.831.5806

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