Meet our team

Lyla Bonilla

Senior Client Service Associate | 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

Calendar: Schedule a meeting
Email: ewhalen@opeswealth.com
Office: 408.831.5809

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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

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Louis Odette

Investment Management | 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

Personal Finance Advisor
License/Certifications: CFP®️

Email: atimoney@opeswealth.com
Office: 408.981.1335

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Anthony Fischetti

Client Services | Menlo Park, California

Email: afischetti@opeswealth.com
Office: 408.831.5806

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