Staff Directory

Our values;

We are a tight-knit team at UWIB. We value our community’s diversity and bring you decades of Risk Management experience.

Our strength;

We are intentional about anticipating and helping to overcome the hurdles that your business and your family might face.

Our goal;

With “real world” know-how, we help you to navigate the legal and social challenges that today’s companies and wealthy families face.

How we do it;

In a consultative fashion, we help you to identify options and provide guidance so you can make strategically informed decisions about risk and risk transfer.

Dana Coates
Dana Coates
- CEO & Strategic Advisor -
License #FC0529163
My Focus
Dana Coates
Gina Coates
Gina Coates
- President -
License #0610591
My Focus
Gina Coates
Eric Schirding
Eric Schirding
- Account Executive -
License #0F18686
My Focus
Eric Schirding
Nick Latshaw
Nick Latshaw
- Account Executive -
License #0D01285
My Focus
Nick Latshaw
Josh Acosta
Josh Acosta
- Account Executive - Seattle Division -
License #0K84922
Will Aufhammer
Will Aufhammer
- Account Executive - Seattle Division -
Jose Herrera
Jose Herrera
- Commercial Account Manager -
License #0C86382
Lillian Chen
Lillian Chen
- Commercial Account Manager -
License #0K12495
Maribel Sosa
Maribel Sosa
- Commercial Account Manager -
License # 0D28825
Bill Stevens
Bill Stevens
- Commercial Lines Account Assistant -
Monica Lopez
Monica Lopez
- Group & Individual Benefits Account Manager -
License #0F30446
Veronica Gonzales
Veronica Gonzales
- Private Client Services -
License #0K08931
Alicia De Dios
Alicia De Dios
- Private Client Services -
License #0776524
Sean Ortega
Sean Ortega
- Operations Manager -
Eddie Dedovic
Eddie Dedovic
- Operations Assistant -
Susie Nicastro
Susie Nicastro
- Accounting Manager -
Milly
Milly
- Los Angeles Greeter -
License #DOGGYIAM
Henry
Henry
- Seattle Greeter -
Licence #DOGGYIAM002
Henry the Retriever
Henry the Retriever
Penny Mae
Penny Mae
- Seattle Greeter -
License #DOGGYIAM003
Jack
Jack
- Delaware Wingman -