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Opes Advisors Announces Opening of New Santa Cruz Branch Office

Branch Manager Ryan Buckholdt to Lead Mortgage Advisors Serving Clients in the Greater Santa Cruz Area

PALO ALTO AND SANTA CRUZ, CA – April 6, 2011 – Opes Advisors, a residential mortgage bank and investment management firm, is pleased to announce the opening of its newest branch office in Santa Cruz, CA. The new office is managed by Santa Cruz native, Ryan Buckholdt, who leads the team of Mortgage Advisors: Ed Gerety, Tony Crane and Noel McCord.

“Opes Advisors’ approach to residential lending helps clients understand what they can afford within the context of their complete financial picture and we’re pleased to offer this valuable service to the Santa Cruz community,” said Ryan Buckholdt, Branch Manager and Mortgage Advisor. “We want to provide our customers with a broad range of loan programs and competitive rates but do this in a way that addresses all of their financial concerns. Our goal is to be Santa Cruz’s premier purchase lender and as an Opes Advisors branch office we’re confident we’ll accomplish this.”

“Ryan and his team share Opes Advisors’ vision of offering mortgages in a whole new way – they realize that it’s much more than just a transaction,” said Susan McHan, Opes Advisors CEO. “The new branch gives us the opportunity to extend our unique approach to how mortgages are offered and we’re thrilled that Ryan and his team, with their expertise and commitment to the Santa Cruz community, have joined Opes Advisors.”

Opes Advisors Santa Cruz

The Opes Advisors Santa Cruz branch is located at 133 Mission Street, Suite 210, Santa Cruz, CA 95060. Office hours are Monday thru Friday, 8:00 a.m. to 5:00 p.m. Phone 831-600-1580. Appointments and walk-ins are welcome. Watch for our open house this spring!

About Opes Advisors

Opes Advisors is a premier financial advisory firm specializing in residential mortgage banking and wealth management. Opes Advisors provides comprehensive advisory services in personal finance management including real estate, real estate financing, investment management, and strategic tax and financial planning. Opes Advisors has offices in California in San Mateo, Palo Alto, San Francisco, Larkspur, Los Gatos, San Diego, Sonoma, and Eugene, Oregon. For more nformation, visit

Opes Advisors Press Contact

Elan LaLonde
Director of Marketing, Opes Advisors