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

Email: ewhalen@opesadvisors.com
Office: 408.831.5809

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Mark Duvall

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

Email: mduvall@opesadvisors.com
Office: 408.831.5808

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Louis Odette

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

Email: lodette@opeswealth.com
Office: 408.831.5015

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Tracie Southerland

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

Email: tsoutherland@opesadvisors.com
Office: 650.319.1603

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Unesa Miguel

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

Email: umiguel@opesadvisors.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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Lyla Bonilla

Client Services | Menlo Park, California

Email: lbonilla@opeswealth.com
Office: 408.831.5067

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Ann Timoney

Personal Finance Advisor
License/Certifications: CFP®️

Email: atimoney@opeswealth.com
Office: 408.981.1335

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Erin Whalen

Co-President | Menlo Park, California

Email: ewhalen@opesadvisors.com
Office: 408.831.5809

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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

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Tracie Southerland

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

Email: tsoutherland@opesadvisors.com
Office: 650.319.1603

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Unesa Miguel

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

Email: umiguel@opesadvisors.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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Ann Timoney

Senior Loan Advisor
License/Certifications: CFP®

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

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Lyla Bonilla

Client Services | Menlo Park, California

Email: lbonilla@opeswealth.com
Office: 408.831.5067

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