Meet our team

Lyla Bonilla

Client Services  |  Menlo Park, California

 

Why

Lyla joined Opes in 2021 as a Client Service Associate eager to assist clients with all their wealth management needs.

She enjoys connecting with clients and strives to deliver a superior client experience. Cultivating relationships between the clients and the Opes team have been incredibly rewarding for her.

Experience

Prior to joining Opes Advisors, Lyla began her career at Cambridge Associates, starting as an Investment Operations Associate and ending her time there as an Investment Analyst.

While at Cambridge, her responsibilities included: client correspondence, investment implementation, overseeing client portfolios, and conducting investment research.

who

Lyla is from the beautiful island of Oahu and graduated from the University of Hawaii at Manoa with a Bachelor of Business Administration in Finance.

In her free time, she enjoys roller skating on bike trails near the Bay and spending time with her family.

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

Learn More

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

Learn More

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

Learn More

Drew Himes

Investment Management | Menlo Park, California

Email: dhimes@opeswealth.com
Office: 408.831.5067

Learn More

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

Learn More

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