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Susan McHan - Opes Advisors

Susan McHan

President of Distributed Retail Mortgage Division | Cupertino – Division HQ, California

Email: smchan@opesadvisors.com

Office: 408.831.5001

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My Story

As President of Distributed Retail Mortgage Division at Opes Advisors, Ms. McHan serves as the operational and strategic leader of a financial advisory firm dedicated to the vision of helping people make the most important financial decisions of their lives.

In her role, Susan guides the plans and actions of the organization to address what matters: increasing the effectiveness of the company and its people, while offering a unique value and an innovative experience to Opes’ clients. Her 28 years of experience in mortgage banking includes co-founding and serving as President for Elliot Ames, Inc., a high-end mortgage bank and investment services company. After Elliot Ames, Inc. was successfully sold to First Horizon Bank Corporation in 1999, she served as Regional President and Director of Wealth Management for the California Region of First Horizon before leaving to start Opes Advisors.

Susan has consistently been recognized as one of the most influential and respected mortgage executives in the country, including being named as one of Mortgage Executive Magazine’s Top 100 Most Influential Mortgage Executives and honored as a Northern California Real Estate Women of Influence in 2015.

Susan holds a Bachelor’s Degree in Education from Hardin Simmons University, Texas. She is a member of the California Mortgage Bankers Association.

Susan and her family live in Los Altos Hills.

Branch: Cupertino – Division HQ

19330 Stevens Creek Blvd

Cupertino, CA 95014

Phone: 408.831.5000

Fax: 408.831.5008

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