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.
who
Kenji attended University of California, Santa Cruz and the University of Michigan before coming to Opes and now lives in Ashland, OR with his wife Julie and his son Ben, who is a senior and preparing to go to college in the fall. 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
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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