Experience

Rod has spent over 24 years in the financial services industry. He started his career with Morgan Stanley Dean Witter in the Whitter, CA office and moved to UBS in 2008. He is a California native and graduated from California State University Fullerton in 1988. Rod's goal is for his team of professionals to become your primary source of financial advice and personal service. He is dedicated to developing a long term relationship with his clients and is confident that the strength, stability, and resources of UBS - delivered through his team - make this a great place for you to feel confident about your money and financial future. Rod has been married to his wife Stephanie for 30 years and they have three children and 3 grandchildren. Rod enjoys spending family time at the beach and cheering on the Anaheim Angels. Rod holds the Series 7, 31, 63, and 65 licenses.

A Southern California native, Shawna has her Bachelor's degree from Cal State University Fullerton. She has 16+ years of industry experience, all the while working for UBS Financial Services Inc, earning her the rank of Senior Registered Client Service Associate.  Shawna is Series 7, 66, 9 and 10 licensed.  Volunteering her time as a Troop Leader for Girl Scouts of Orange County, a passion for Health & Fitness and supporting her daughter in her local FFA program helps balance out her professional life.

Veronica has been in the financial services industry for the last 15 years and has been a Client Service Associate at UBS financial Services Inc. for the last 12 years. She takes pride in developing relationships and providing a high level of customer service to clients. Over the years hundreds of retirees have relied on Veronica to help them with the rollover process, setting up monthly withdrawals, etc. Veronica is a mother of two sons, Jaden and Ethan. She loves spending quality family time with them and is actively involved in volunteering with their sport programs.