Dana Coates - President & CEO (License #FC0529163)
Dana Coates has been a licensed insurance broker for more than 35 years and is one of the principals at United Western Insurance Brokers.
Since his start in 1975, Dana went on to establish his own agency in 1990 and in 2012, after growing and merging with another agency, he and Gina, joined the United Agencies Group in 2012. With 40 locations throughout the Western US, the United Agencies Group generates premium volume nearing $350 million dollars.
The Coates' division is predominantly Commercial Lines with a mixture of Benefits and High Net Worth clientele. UWIB has offices in Seattle and Los Angeles, they represent the Entertainment Industry, the Coffee Industry, the Marine Industry, Importers, Exporters, Manufacturers, and Tech Professionals.
In their spare time, Dana and Gina enjoy their animals, travel, physical fitness and the great outdoors. Dana races Porsche automobiles, Gina is his greatest cheerleader. In additional to co-managing the business operations with Gina, Dana serves on several non-profit boards including The Greater Los Angeles Area Council, Boy Scouts of America and Pasadena Federal Credit Union. Dana also volunteers at Huntington Memorial Hospital, The University Club of Pasadena, and The Pasadena Tournament of Roses Association. Dana and Gina split their time between Southern California and Washington State and have two married children.
Contact Dana by Email
Eric Schirding - Western Division Account Executive (License #0F18686)
Eric was born and raised in La Canada and received his degree in Business Management from Cal-State Northridge, then immediately joined a well respected insurance carrier. After a fast-paced two year stint as a company underwriter, Eric parlayed that experience to transition over to the retail side of the insurance industry. After two additional years of retail insurance experience, Eric joined the Western Division of United Agencies in 2009.
Eric partners with middle market companies to help them become more profitable through the implementation of TCOR principles (Total Cost of Risk).
Eric's energy and commitment to his clients is evident the moment you meet him. Eric strives to go beyond being a 'trusted advisor' for his clients to being a 'trusted provider' of resources, information, and solutions.
Eric and his wife enjoy travel, sports and socializing with friends, they reside in Montrose.
Contact Eric by Email
Josh Acosta - Pacific North-Western Division Account Executive (License #0K84922)
Josh was born and raised in Pasadena, California and received his degree in Communication from Seattle Pacific University. After graduation, Josh pursued a business opportunity with Allstate Insurance Company where he gained a strong foundational understanding of the technical side of insurance underwriting. During his years with Allstate, Josh was honored to be selected to receive advanced training in Allstate's National underwriting headquarters in Northbrook, Illinois.
Josh accepted UWIB's offer to lead our operations in the Pacific Northwest in May of 2016. He is based in our Seattle office.
While in college, Josh built his love for and knowledge of the specialty coffee industry at Intelligentsia Coffee & Tea (now part of Peet's) and Milstead & Co - one of Seattle's most honored Specialty Coffee shops, which has been recognized among the top 10 SCAA shops in the US.
Josh is an accomplished athlete, cyclist, and golfer. He has developed close working relationships within the coffee, bicycle, hand-crafted beer, wine and distillery industries. As a result, he is truly the perfect fit to lead our Seattle office with a close focus on risk management and insurance practices on these industries, all of which are prevalent in the Pacific Northwest.
Contact Josh by Email
Nick Latshaw - Western Division Account Executive (License #0D01285)
Nick Latshaw is a native Californian, born and raised in a suburb of Los Angeles called Northridge.
He began his insurance career in 1992 with Chubb Insurance Company and worked his way through the chairs to ultimately become a seasoned commercial underwriter. In June of 2000, Nick left the carrier side of the business and joined United Agencies as a Commercial Account Executive.
In 2012 Nick earned his CIC designation, a professional designation which requires extensive insurance study.
Nick seeks to partner with growing middle market companies, committed to protecting their hard work through risk mitigation. Nick has seen the carrier side and the agency side and enjoys helping business owners protect what they have built.
Contact Nick by Email
Sean Ortega - Operations Manager
Sean is a true Angeleno, having grown up in Manhattan Beach and later attending college at Loyola Marymount University Los Angeles. While at LMU Sean majored in Business Administration with an emphasis in Marketing and was a member of the Entrepreneurship Association.
After college, Sean went on to Co-Found a successful Specialty Coffee Company and later became the Director of Operations for a mid-sized Southern California transportation company.
As the newest member of the UWIB team, Sean adds his unique entrepreneurial and operational experience to the organization. Sean is also very technically capable, having helped with the new uwib.com and Social Media redesign.
Contact Sean by Email
Gina Coates - Personal Lines Sales and Corporate CFO (License #0610591)
Gina grew up in West Covina and after high school, took her first job in the insurance business. Being a natural "people person", Gina excelled quickly in her career, first with Baiseri Insurance Services in Covina and then with Ingham, Coates & Payne in Pasadena where she and Dana first met. It was at C.G. Anderson & Associates and Bolton & Company where Gina honed her skills in personal insurance sales.
Structuring personal insurance plans for affluent families is more of an art, than a science. For more than 25 years this has been Gina's forte. But not every family has a mansion; some have teenage boys driving hot cars, while others live in the mountains or at the beach and sail yachts. What ever the combination of needs, Gina has the know-how to craft an insurance portfolio that meets the needs of each family.
Gina is quick to point out that she does not handle life insurance, that specialty is left to another one of our team members, David Strellitz.
Gina also serves as our company's CFO and works diligently to be certain that all of our corporate commitments are met.
Gina enjoys travel, snow skiing, gardening, yoga and puppies (not necessarily in that order). She and Dana reside in Pasadena.
Contact Gina by Email
Veronica Gonzales - Private Client Services - Home, Auto, Renters, Condos, RV's Yachts, Aircraft, Personal Watercraft, Personal Umbrella and Private Ranching (Lic #0K08931)
Veronica Gonzales began her insurance career in 2003. In 2013 she joined us here at United Western Insurance Brokers as an Operations Assistant but quickly demonstrated the initiative needed to be promoted to Private Client Services Assistant, and ultimately to become a full-fledged Agent in our High Net Worth Division.
UWIB is very much a family oriented business and this is especially true in the case of Veronica's family where her mother, her aunt and her cousin are also part of the Corporate family here.
Veronica possesses a diverse array of attributes which are perfectly suited to meet the needs of our HNW clients and family members. Veronica is part of a team that strives to deliver truly excellent customer service. Her fast paced, fun and friendly approach to life fuels our office culture.
Veronica was born, raised and continues to reside here in Southern California with her husband and daughter. Veronica enjoys visiting with family members, baking goodies, and learning new things.
Contact Veronica by Email
Sue Larson - Commercial Lines Account Manager,
Customer Service Representative - Professional Services Division (License #0498696)
Sue grew up in Glendale California and fell in love with the Southern California beach communities. She took her first insurance job with California Casualty and later spent more than 17 years with Marsh & McLennan, the world's largest broker. With over 40 years of insurance experience, Sue heads our online insurance agency operations and our small business unit. Sue is a seasoned professional and a key to the success of our company. She is known for her quick wit, her fun spirit and for her ability to see a complex project through to its successful completion. Above all else, Sue prides herself on providing superior customer service to each of her clients.
Sue and her husband reside in Huntington Beach, are active in their local community and enjoy spending time with their (very active) grandchildren.
Contact Sue by Email
Maria Gonzales - Commercial Lines Account Manager,
Customer Service Representative - Large Accounts Division (License #0772415)
Maria grew up in Southern California and entered the insurance business just after high school. Her first job in insurance was with Thomas V. Humphreys followed by Ingham, Coates & Payne in Pasadena. After working for Jackson & Jackson and Narver Associates, she and Dana re-established their business relationship when, in 2003, Maria joined the Western Division of United Agencies as a Commercial Lines Account Manager.
With more than 25 years of insurance experience, Maria brings a broad spectrum of knowledge to our team. Many of the accounts for which Maria is responsible generate sales in excess of \$150 Million.
In addition to being a very capable Commercial Account Manager, Maria is also "down to earth" and is a wonderful mentor to others in the company, in particular our younger staff members. But more than that, Maria is our "curve-ball hitter", and so when any of our associates are struggling with a complex or "outside the box" problem, Maria gets involved to help.
Maria, her husband and their daughter attend Lake Avenue Church and reside in Pasadena.
Contact Maria by Email
Jose Herrera - Commercial Lines Account Manager, Customer Service Representative - Entertainment & Internet Division (License #0C86382)
Jose grew up in Southern California and entered the insurance business in 1999. As is the case for many people entering the world of insurance, Jose started in Personal Insurance and over time was promoted to the Commercial Lines Division of AON. Since 2006 Jose has worked with other regional insurance brokerage facilities as he has continued to hone his strengths and skills as a Commercial Lines Account Manager.
In 2014 Jose joined United Western Insurance Brokers where he focuses his professional energy on the Entertainment Industry, the Professional Services Industry, and the Manufacturing and Wholesale industries.
Jose is tech savvy and enjoys sharing his knowledge with his co-workers. He is bi-lingual (Spanish) and detail-oriented. He holds the professional designation of CISR (Certified Insurance Representative) and has taken steps toward securing his CIC designation (Certified Insurance Counsellor). Besides his insurance background, Jose also has some accounting experience.
Jose enjoys going out on weekends with his wife and three teenage children, especially if it involves a good movie.
Contact Jose by Email
Mercedes Gonzales - Operations Assistant
Mercedes Gonzales began her insurance career in 2014 when she joined us here at United Western Insurance Brokers. Prior to that, following her education at University of California at Merced, she was a teacher for four years.
Mercedes is quick witted, smart and effective. She possesses a diverse array of attributes which are each highly valuable and they enable her to assist both our commercial and personal lines service teams, as well as the company's executive team.
Mercedes is very conscientious and never leaves the office until the day's duties are complete. For any service organization, this is a key quality to possess but it is especially important for us in Risk Management because the lives and property of so many other people depend upon us doing our job on schedule, and accurately the first time.
Mercedes enjoys connecting our clients with our agents and being part of a team that strives to deliver excellent customer care. Mercedes was born in Glendale and raised in Pasadena where she continues to reside. She is involved in her community church where she leads the media department and is part of the worship team.
Contact Mercedes by Email
David Strelitz - Life Insurance and Estate Planning Specialist
David has been associated with United Agencies for over 20 years. He has extensive knowledge in estate planning and strategies that are designed to protect family wealth. With more than 30 years of medical underwriting experience he is extremely effective at matching our clients needs with the appropriate insurance company and product.
David earned his Bachelors of Science degree in finance from California State University, Long Beach. He received his Chartered Life Underwriter designation from the American College in 1986 and he is a past president of the Long Beach chapter of the National Association of Financial Advisors where he is still quite active.
Growing up in Southern California provided David the opportunity to do the things he most enjoys, taking long walks and spending quality time with family and close friends. As a boy he was captain of the ecology club at school and today David continues to be passionate about recycling and conserving our earth's natural resources.
David and his wife reside in Torrance and have two college age children.
Contact David by Email
Monica Lopez - Group Benefits Account Manager (License #0F30446)
In 1999, Monica Lopez entered the insurance industry as a receptionist. By 2011, she had earned her way up to being a full fledged Account Manager specializing in Group Benefits.
In 2015, she joined United Western Insurance Brokers as our Group Benefits Account Manager. Monica has extensive knowledge in Employee Benefits and is a seasoned problem solver. She is recognized for her exceptional customer care through her attention to detail and her ability to treat our clients like family.
Monica is a licensed Health & Life Agent and a Certified ACA Agent. Monica loves traveling to tropical destinations, dancing, romantic comedies & gardening. Monica and her family reside in Southern California.
Contact Monica by Email
Milly Coates - Reception Specialist (License #DOGGYIAM)
Milly grew up in Southern California and entered the insurance business just after completing junior obedience school.
Her first job in insurance was as a reception specialist and she has been an active member of the Western Division of United Agencies for a considerable length of time.
With many years of experience as a reception host, Milly will welcome you when you visit the office, and she is very capable of cheering you up if you are having a bad day.
Contact Milly by Email