Meet our team
Tracie Southerland
Wealth Advisor | Menlo Park, California
Why
Tracie was one of the very first employees at Opes, joining in 2004.
Opes’ platform and philosophy allowed her to incorporate her extensive background in real estate and real estate financing into her practice of helping clients achieve their short term and long term financial goals. Tracie enjoys working alongside her clients to help them navigate the many financial questions and challenges that we all encounter as well as helping them design a plan for a fulfilling and confident retirement.
Experience
Tracie has been in the financial services industry for over 35 years.
Her career has included previous experience in small business 401k planning, life insurance planning and real estate financing along with her current role as Financial Advisor with Opes Advisors.
who
Tracie grew up in the Dallas area and relocated to California in 1994.
Tracie lives in the Bay Area with her family of four and her two labradoodles.
Erin Whalen
Co-President | Menlo Park, California
Calendar: Schedule a meeting
Email: ewhalen@opeswealth.com
Office: 408.831.5809
Mark Duvall
Co-President | Menlo Park, California
License/Certifications: CFA®
Calendar: Schedule a meeting
Email: mduvall@opeswealth.com
Office: 408.831.5808
Louis Odette
Chief Investment Officer | 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
Trusted Referral Partner
License/Certifications: CFP®️
Email: atimoney@opeswealth.com
Office: 408.981.1335
Lyla Bonilla
Calvin Webster
Client Services | Menlo Park, California
Email: cwebster@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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