Your life. Your wealth. Your future.

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Stefanie is a Financial Advisor with Heritage Wealth and Market Director in the Pacific Northwest Market. Stefanie is passionate about helping clients achieve their goals and find comfort in their long-term financial outlook. Stefanie graduated with honors from Gonzaga University majoring in Finance and Economics, holds her Series 7, 9, 10, and 66 licenses, and is a Certified Financial Planner certificant. She and her husband, Jordan, have two children, Maxton and Madeline. Stefanie is a proud member of Spokane Rotary Club #21 and can be found on the weekends playing golf with her family.

• Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Top Women Wealth Advisors Best-in-State, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• Gonzaga University, Finance and Economics

• CERTIFIED FINANCIAL PLANNER®
• Portfolio Manager

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• OK
• OR
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• WA
• WV

Walt is a Financial Advisor with Heritage Wealth.  In 2019 he returned to working with clients full time after also serving for eight years as Branch Manager for UBS in Spokane. Walt’s educational background includes a BA in Political Science from Colgate University, and an MBA in Finance from Florida State University.  He has worked in financial services for 25 years and holds Series 7, 9, 10 and 66 securities licenses, along with the CERTIFIED FINANCIAL PLANNER™ designation.  In a past life Walt worked in management consulting and corporate acquisitions. Away from work he enjoys fly fishing, skiing, and spending time with his wife Sandi and their two sons, Charlie and Van.

• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Colgate University, BA degree
• Florida State University, MBA Finance

• Senior Portfolio Manager
• CERTIFIED FINANCIAL PLANNER®

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• AL
• AZ
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• FL
• HI
• IA
• ID
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• ME
• MI
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• OK
• OR
• SC
• TN
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• UT
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• WA
• WI

Garry entered the field of investments immediately following his graduation from the University of Washington Foster School of Business in 1973. In 1977, Garry became one of the earliest Certified Financial Planner (CFP) certificants in the Pacific Northwest. Garry is actively involved in numerous community and nonprofit organizations. He has been the Chair of the Spokane Symphony and Symphony/Fox Theatre Endowment, a founding trustee of the Fox Theatre, and a trustee of the Inland Northwest Community Foundation. Garry has two children and five grandchildren. He is an avid rower of racing sculls, a cyclist and a downhill and cross-country skier.

• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of Washington Foster School of Business

• Senior Portfolio Manager
• CERTIFIED FINANCIAL PLANNER®

Jenora has been working in the world of finance since 2005. She joined Shea, Harley & Page Family Wealth Consulting and Management in 2016. Jenora is a Client Service Associate for the team. She enjoys providing personalized service to clients and helping clients to utilize technology in their finances by incorporating UBS Online Services. Jenora is a graduate of Eastern Washington University.  Jenora and her husband Dion enjoy the beauty of the Inland Northwest. You will often find them out boating, hiking or camping.

• Eastern Washington University

Katherine joined UBS in 2018. She is a graduate of Washington State University with a Bachelor of Arts in Communication and has a background in marketing and client service. In her spare time, she enjoys cooking, hiking, and fishing with her husband.

• Washington State University, Bachelor of Arts in Communication

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Joyce has been working in the Financial Services industry since 1979; after graduating with a business degree from Eastern Washington University.  She has worked in many different capacities in her career but prefers working directly with and providing excellent service to our clients.  Joyce has been with UBS Financial Services since 2001 and has had the pleasure of serving generations of our clientele.  Joyce enjoys music, concerts, reading and audiobooks.  She also likes spending time with family, friends and her dog, Jagger.

• Eastern Washington University