Peter joined UBS Wealth Management in 2011 and currently serves as both Executive Director and Branch Manager. UBS is one of the largest managers of individual wealth globally. Prior to joining UBS, Peter was a Private Wealth Advisor with both Morgan Stanley, and Merrill Lynch, starting in the industry in 2000.

In addition to helping high net worth individuals and families with their wealth and assets, he advises many business owners, foundations, and nonprofit organizations. He brings ingenuity and creativity to solving his client's complicated wealth puzzles.

Peter holds a bachelor’s degree with an emphasis in Accounting from Brigham Young University. He has also earned the CERTIFIED FINANCIAL PLANNER™ designation and is a Chartered Retirement Planning Councilor®.

When out of the office, he enjoys all things outdoors related, and is always on the lookout for the next great family adventure. Volunteering in his local Boy Scouts Troop is his favorite way of giving back. Peter currently lives in Mission Viejo with his wife, Melissa, and their five children.

Registered States:
AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, MD, MO, MT, NC, NH, NJ, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA, WV

A Southern California native, Phil has his Bachelor's Degree in Business with an emphasis in Securities and Investing from Cal State University Fullerton. He has 35+ years industry experience all the while with UBS Financial Services Inc. He is Series 4, 7, 8, 53, 63 and 65 licensed, and has been a Certified Financial Planner (CFP®) for most of his career.  A former pilot, he flew missions and held offices for the Civil Air Patrol for many years.  Sports, karaoke and a passion for US History, round out his professional life.

Registered States:
AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, IL, IN, KY, ME, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA

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.

Registered States:
AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, KY, MD, NC, NJ, NM, NV, OR, PA, SC, SD, TN, TX, UT, WA, WI

George, a southern California native, is a graduate of Long Beach State with a Bachelor of Science in Business Administration. He began his career at Dean Witter in 1968 then came to UBS Financial Services in 2011. In 2018 he completed 50 years in the Financial Services industry of which he spent 34 years as a Branch Manager. George is dedicated to developing long term relationships with his clients and helping you feel assured about your financial future. He has been married to his wife, Marta for 30 years and has four children.

Registered States:
AZ, CA, CO, IN, KS, MT, NC, OR, PA, TN, UT

A Southern California native, Shawna has her Bachelor's degree from Cal State University Fullerton. She has 20 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. Gardening, Hiking, a fondness for all things outdoors and family trips to the Colorado River with her husband and daughter, all help balance out her professional life.

Registered States:
CA

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.

Jenna began her career with UBS Financial Services 13 years ago. She takes pride in the relationships she has established with clients over the years by helping them feel more connected to their Financial Advisors and their assets.  She was married in 2014 to her husband Steven and they have two daughters. She loves to spend time with her family and take her daughter to Disneyland.