Meet the Team



Kaaren Hall


Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. The single mom discovered a strategic way to put her 20+ years in mortgage banking, real estate and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs. Learn more about Hall and her thriving company at


Jeff Dixon

Senior Business Development Manager

Jeff Dixon was a corporate trainer for thirty years where he used his knowledge to speak at various functions across the US. Currently he is the Senior Business Development manager here at uDirect. Jeff's ability to quickly process client requests with a high level of proficiency and accuracy makes him an effective leader. Jeff has earned an MBA and is a proud father of two kids.


Kathy Werry

Funding Manager

As Funding manager, Kathy Werry enjoys motivating her team to achieve their personal and professional goals. Prior to joining the team at uDirect, Kathy developed and perfected her talents as funding coordinator for over a decade. Kathy's extensive experience in operations and investment review make her a valued resource for both clients and professionals on all investment types held inside a Self-Directed IRA. When she is not at work you can also find her enjoying the beach breeze and enjoying the night out.


Derexa Anstead

Funding Coordinator

Derexa Anstead is a key part of the heart of uDirect. Where would our Funding Department be without Derexa? Her unique coordination and entrepreneurial style has been recognized by our clients as quick and efficient. Before joining the team at uDirect, Derexa worked for a brokerage firm for several years. When not working she enjoys long walks along the beach while practicing her photography. Derexa is a California native and proud mother of two grown kids.

by Eric Petrus, Transaction Manager, uDirect IRA Services

Eric Petrus

Transaction Manager

Eric Petrus is our “Transaction Manager” here at uDirect and through his tactical, innovative, and reasoned leadership he quickly processes client's needs and requests. Eric has been with the company for more than two years now. Before finding his home at uDirect he spent his time as a loan officer for 15 years. When Eric's not working he spends his time sharing his love of sports with his two beautiful children.


David Rodriguez

Transaction Coordinator

As transaction coordinator, David Rodriguez prides himself on providing premier customer service to all uDirect's clients. He spends his days educating potential clients about the ins & outs of self-direction. David has more than 8 years of financial services experience. Outside of work he enjoying spending his time with his wife and four gorgeous children watching sports.


Edward Murphy