Meet our team
Erin Whalen
Co-president | Menlo Park, California
Why
Erin joined Opes in 2011 after experiencing what it was like to be a client through a real estate transaction.
He was struck by the broad scope of advice he received which focused on so much more than simply investments– Erin now serves as Co-President for the firm. The strong client relationships he builds are the most fulfilling part of his work. He considers it a privilege to be side by side with his clients as he helps navigate both the opportunities and challenges that come with complex lives.
Experience
Erin has been helping a wide variety of clients navigate their financial journeys for over 20 years.
He worked in Europe for 10 years at Fisher Investments, where he helped establish their presence in London, providing counsel to individuals with global investment portfolios. Recognizing his desire to work more comprehensively with clients, Erin now provides guidance to his clients, addressing the intersection of all facets of each challenge or opportunity in a holistic way, whether it be investments, decisions around real estate or the many seemingly non-financial decisions we face that do have significant downstream financial implications. His focus is on openness, trust, and mutual accountability in aligning actions today, with what matters most to his clients in the future.
who
Growing up in New England, Erin attended the University of Vermont, before moving to the Bay Area in 1998. Erin lives in Woodside with his wife Julie, and daughter Sydney.
He spends his spare time with family and friends, continuing to cultivate many of the hobbies he brought from Vermont, ranging from weekend mountain bike rides and skiing, to pressing cider and roasting his own coffee.
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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