Principals
Susan McHan
CEO & President, Co-Founder
smchan@opesadvisors.com · 650.319.1600
As CEO, and co-founder of Opes Advisors, Ms. McHan provides the leadership and direction for the firm. Susan has over twenty years of experience in the financial services industry. Prior to Opes Advisors she co-founded and served as President for Elliot Ames, Inc., a high end mortgage bank and investment services company in the Bay Area. Elliot Ames, Inc. was successfully sold in 1999 to First Horizon Bank Corporation, a nationally recognized Fortune 500 Company. She then served as Regional President and Director of Wealth Management for the California Region of First Horizon before leaving to start Opes Advisors. Susan holds a Bachelor’s Degree in Education from Hardin Simmons University, Texas. She is a member of The Women of Silicon Valley Donor Circle, National Association of Women’s Business Leaders and the Financial Women's Association. As a credentialed expert, Susan has served as a source for our local ABC affiliate, local papers and national publications. She also serves on the advisory board of GreenTown Los Altos, a grassroots organization of residents and businesses addressing global warming and focused on improving the health of their community. At Opes, she serves on the executive committee as well as guides policy, client services, strategic direction and business development.
Susan lives with her family in Los Altos.
Wealth Management
Your goals to maintain your lifestyle, provide for your family's education, retire comfortably, and leave a legacy are affected by how you manage all aspects of your finances.
Opes Wealth >
Mortgage Services
When financing a home, Opes clients have a wealth management team working for them – at no more cost than obtaining a mortgage from a conventional firm.
Opes Mortgage >