Meet our team
Unesa Miguel
Head of Client Services / Chief Compliance Officer | Menlo Park, California
Why
Unesa joined Opes in 2017 as a Client Service Associate.
Support, help, and nurture are some of Unesa’s core values, and in her over 15 years of Client Service and Investment Operations experience, she brings her passion for helping clients and her colleagues to her work every day. Unesa also serves as the firm’s Chief Compliance Officer.

Experience
Prior to joining Opes Advisors, Unesa spent more than a decade at Cambridge Associates, starting as an Associate and ending her work there as the Associate Director in Client Service.
At Cambridge, Unesa served as the central point of contact for clients and internal groups, including compliance documentation. She also oversaw investment implementation and assisted with development of operational support.
who
Unesa was originally from a country consisting of more than 7,100 islands, the Philippines, and immigrated to The States.
She graduated from the University of San Francisco with a Bachelor of Science in Applied Economics. Unesa lives in San Jose with her husband and two children. Travel is her passion and together they enjoy traveling to learn and understand other cultures while creating little memories that will last a lifetime.

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