Meet our team

Kenji Bleicker

Wealth Advisor | Ashland, Oregon

Why

Kenji joined Opes in 2007 as a Client Service Associate. Kenji was attracted to Opes as a place to learn and grow, and held different roles in the organization while receiving his CFP® designation.

Kenji loves strategizing and problem solving with clients in helping them to achieve their financial goals.

Experience

Kenji has worked in financial services for 15 years and achieved his Certified Financial Planner® designation in 2010. He has held many roles in working with clients including advising, planning and service functions.

He is an instructor at OLLI (Osher Lifetime Learning Institute) at Southern Oregon University, teaching classes to those who are in retirement or getting ready to retire about investments and planning topics relevant to them. Kenji also leads Opes’ option overlay strategy for clients with concentrated stock positions.

who

Kenji attended the University of California, Santa Cruz and the University of Michigan before coming to Opes. He now lives in Ashland, OR with his wife Julie. Their son Ben is starting his third year at Oregon State University. . He has an older son Casey who lives and works in Los Angeles.

Kenji loves exploring all Southern Oregon has to offer and enjoys hiking and snowshoeing in the mountains around Ashland

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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