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

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