Your life. Your wealth. Your future.

Pursue what matters most

Mountain climbers reaching the summit

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Stefanie Page

    Stefanie Page, CFP

    Senior Vice President–Wealth Management

    Market Director

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • DC
    • FL
    • HI
    • IA
    • ID
    • IL
    • KS
    • MA
    • ME
    • MI
    • MT
    • NC
    • ND
    • NV
    • NY
    • OH
    • OR
    • SC
    • TX
    • UT
    • VA
    • WA
    • WI

    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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Top Women Wealth Advisors Best-in-State, 2024The 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
    601 West Riverside Avenue
    Suite 1200
    Spokane, WA 99201
    stefanie.page@ubs.com
    Stefanie Page, CFP
    601 West Riverside Avenue,Spokane,WA,99201
  • Walt

    Walter Ricker, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • DC
    • FL
    • HI
    • IA
    • ID
    • IL
    • ME
    • MI
    • MT
    • NC
    • ND
    • NH
    • NV
    • NY
    • OR
    • SC
    • TX
    • UT
    • VA
    • WA
    • WI
    • 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.

      • Colgate University, BA degree
      • Florida State University, MBA Finance
      • Senior Portfolio Manager
      • CERTIFIED FINANCIAL PLANNER™
      601 West Riverside Avenue
      Suite 1200
      Spokane, WA 99201
      walt.ricker@ubs.com
      Walter Ricker, CFP
      601 West Riverside Avenue,Spokane,WA,99201
    • Garry Shea

      Garry Shea, CFP

      Senior Vice President–Wealth Management

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      • AK
      • AL
      • AZ
      • CA
      • CO
      • DC
      • FL
      • HI
      • IA
      • ID
      • IL
      • ME
      • MI
      • MN
      • MT
      • NY
      • OH
      • OR
      • SC
      • TN
      • TX
      • UT
      • VA
      • 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.

        • University of Washington Foster School of Business
        • Senior Portfolio Manager
        • CERTIFIED FINANCIAL PLANNER™
        601 West Riverside Avenue
        Suite 1200
        Spokane, WA 99201
        garry.shea@ubs.com
        Garry Shea, CFP
        601 West Riverside Avenue,Spokane,WA,99201
      •  Jenora Greenwalt

        Jenora Greenwalt

        Client Associate

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          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
              601 West Riverside Avenue
              Suite 1200
              Spokane, WA 99201
              jenora.greenwalt@ubs.com
              Jenora Greenwalt
              601 West Riverside Avenue,Spokane,WA,99201
            • Katherine Weiner

              Katherine Kugler

              Client Associate

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                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
                    601 West Riverside Avenue
                    Suite 1200
                    Spokane, WA 99201
                    katherine.kugler@ubs.com
                    Katherine Kugler
                    601 West Riverside Avenue,Spokane,WA,99201
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                    Joyce Sherven

                    Senior Client Associate

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                    • AZ
                    • CA
                    • CO
                    • ID
                    • MT
                    • NV
                    • NY
                    • OR
                    • WA

                    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
                        601 West Riverside Avenue
                        Suite 1200
                        Spokane, WA 99201
                        joyce.sherven@ubs.com
                        Joyce Sherven
                        601 West Riverside Avenue,Spokane,WA,99201
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                        Kathy Jarvis

                        Senior Client Associate

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                                601 West Riverside Avenue
                                Suite 1200
                                Spokane, WA 99201
                                kathy.jarvis@ubs.com
                                Kathy Jarvis
                                601 West Riverside Avenue,Spokane,WA,99201

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                              Outlook on interest rates

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                              UBS and Credit Suisse—stronger than ever

                              Global Wealth Report 2024

                              Crafted wealth intelligence

                              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                              Gain additional insights into the trends shaping wealth in the US and around the world.

                              Download the report

                              A leader in wealth management

                              Backed by the strength of our parent company, UBS AG

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                              UBS Group invested assets
                              As of 03/31/2024

                              51 countries

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                              UBS is a leading and truly global wealth manager

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