Thoughtful advice one family at a time

• AK
• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MS
• MT
• NC
• ND
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• PR
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VI
• VT
• WA
• WI
• WV
• WY

Stefanie is a Financial Advisor with Heritage Wealth and serves as Market Director for the Pacific Northwest Market. She brings a unique blend of advisory expertise and leadership experience, allowing her to support both clients and colleagues with insight and dedication.

Stefanie is passionate about helping clients achieve their financial goals and gain confidence in their long-term financial future. A graduate of Gonzaga University, she earned honors while majoring in Finance and Economics. She holds Series 7, 9, 10, and 66 licenses and is a Certified Financial Planner™ (CFP®) professional.

For more than two decades, Stefanie has been honored to serve her clients, standing beside them through every stage of life. She provides compassionate support and thoughtful guidance through both opportunities and challenges. Stefanie believes that a well-crafted financial plan, coupled with disciplined investment strategies, can help clients build a lasting legacy for future generations.

Outside of her professional life, Stefanie enjoys spending time with her husband, Jordan, and their two children, Maxton and Madeline. She is a proud member of Spokane Rotary Club #21 and is often found on the golf course on weekends, enjoying time with her family.

• Forbes Best-in-State Wealth Advisors, 2024, 2025, 2026The 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, 2025, 2026The 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, 2025, 2026The 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

• AK
• AL
• AZ
• CA
• CO
• DC
• FL
• IA
• ID
• IL
• MD
• ME
• MI
• MS
• MT
• NC
• ND
• NH
• NJ
• NM
• NV
• NY
• OK
• OR
• SC
• TN
• TX
• UT
• VA
• WA
• WI
• WV

Walt is a Financial Advisor with Heritage Wealth who brings more than 25 years of financial services experience to helping clients pursue their long-term financial goals. In 2019, he returned to serving clients full-time after eight years as Branch Manager of UBS's Spokane office, combining leadership experience with a deep commitment to personalized wealth management.

Walt's unique educational background includes a Bachelor of Arts in Political Science from Colgate University and a Master of Business Administration in Finance from Florida State University. He holds Series 7, 9, 10, and 66 securities licenses and is a CERTIFIED FINANCIAL PLANNER® professional.

Passionate about portfolio construction and investment strategy, Walt believes in a disciplined, conservative approach designed to help clients navigate a variety of market environments with confidence. He works closely with individuals and families to develop thoughtful wealth management strategies tailored to their goals, priorities, and risk tolerance.

Before entering financial services, Walt built experience in management consulting and corporate acquisitions, giving him a broad perspective on business, financial planning, and investment decision-making.

Outside the office, Walt enjoys fly fishing, skiing, and exploring the outdoors. He especially values spending time with his wife, Sandi, and their two adult sons, Charlie and Van.

• Forbes Best-in-State Wealth Advisors, 2025, 2026The 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, 2025, 2026The 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.
• UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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

• Senior Portfolio Manager
• CERTIFIED FINANCIAL PLANNER

• AK
• AL
• AZ
• CA
• CO
• DC
• FL
• HI
• IA
• ID
• IL
• ME
• MI
• MN
• MT
• NC
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• SC
• TN
• TX
• UT
• VA
• WA
• WI

Garry entered the investment industry immediately after graduating from the University of Washington Foster School of Business in 1973. Having navigated numerous market cycles and economic changes throughout his career, he brings a steady perspective and thoughtful guidance to his clients. His decades of experience enable him to connect with clients on a personal level while providing calm, informed advice during both favorable and challenging market environments.

Garry became one of the earliest Certified Financial Planner™ (CFP®) professionals in the Pacific Northwest. He is honored to have client relationships that span decades and is especially grateful to now serve third- and fourth-generation family members. The trust placed in him by multiple generations is one of the most rewarding aspects of his career.

Beyond his professional work, Garry is actively involved in numerous community and nonprofit organizations. He is a proud father of two children and grandfather of five grandchildren. Today, Garry enjoys spending time at his home in downtown Spokane with his wife, Lorna, while continuing to serve the clients and community he has cared about throughout his career.

• Forbes Best-in-State Wealth Management Teams, 2025, 2026The 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

• AK
• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MS
• MT
• NC
• ND
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• PR
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VI
• VT
• WA
• WI
• WV
• WY

Jenny joined the legacy Shea Harley and Page Wealth Consulting & Management team in 2013 after earning degrees in Finance and Marketing from the University of Montana. She spent her first five years building meaningful client relationships while helping individuals and families navigate their day-to-day financial needs.

Jenny then transitioned into a leadership and supervisory career that spanned nearly a decade, serving in multiple roles. During this time, she had the opportunity to work alongside successful teams throughout the Pacific Northwest, gaining valuable experience and insight. Her passion lies in the deep relationships and trust built between clients and their advisor.

In 2026, Jenny followed her true calling and experienced a special homecoming by returning to the team where her wealth management journey began. Today, she serves as a Senior Wealth Strategy Associate, helping clients navigate life's milestones with confidence and clarity. Jenny plays an active role in financial planning and goal management, believing that a well-designed financial plan allows clients to sleep soundly at night knowing their future is on track.

Outside the office, Jenny is proud to call Spokane home. She and her husband, Ian, are raising two young children, Owen and Cecilia. Jenny treasures both the small moments and the lasting memories that come with family life. You can often find them exploring the community together with their children and two beloved corgis.

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

Joyce has been serving clients in the financial services industry since 1979, following her graduation from Eastern Washington University with a degree in Business. Throughout her career, she has held a variety of roles, but her true passion has always been working directly with clients and delivering exceptional service.

Since joining UBS Financial Services in 2001, Joyce has built lasting relationships with clients and takes great pride in serving multiple generations of families. Recently celebrating 25 years with the firm, she considers it a privilege to help clients navigate important financial decisions and milestones.

Joyce is the team's expert for many operational and service-related needs, including new account openings, account transfers, and helping clients access and manage their accounts online. As a fully registered associate, she also assists with trading activities and provides knowledgeable support across a wide range of client needs.

Outside of the office, Joyce enjoys music, attending concerts, reading, and listening to audiobooks. She also loves spending time with family, friends, and her beloved dog, Jagger.

• Eastern Washington University

Jenora has been working in the financial services industry since 2005 and joined the legacy Shea, Harley & Page Family Wealth Consulting and Management team in 2016. In 2026, she proudly celebrates 10 years of dedicated service as a Client Service Associate, a role that allows her to combine her passion for client care with her attention to detail.

Jenora is committed to providing thoughtful, personalized service and enjoys building strong relationships with clients. She works closely with clients to help ensure their accounts remain current and aligned with their needs. As the team's primary resource for account maintenance, she assists with beneficiary designation updates, coordinates Required Minimum Distributions (RMDs), and helps facilitate a wide range of client service requests.

Behind the scenes, Jenora plays an integral role in preparing for client meetings, carefully coordinating materials and information to help deliver thorough and meaningful reviews. Her dedication to creating a seamless client experience makes her a valued member of the team.

A graduate of Eastern Washington University, Jenora enjoys spending time outdoors with her husband, Dion, exploring the beauty of the Inland Northwest. Whether boating, hiking, or camping, they embrace every opportunity for adventure and often bring along their two loyal companions, Thor and Rocket.

• Eastern Washington University

Kathy has been dedicated to serving clients for more than 33 years. She began her career with PaineWebber in Spokane in 1993 after relocating from California, and has remained committed to delivering exceptional client service ever since.

As a key member of the team, Kathy serves as the primary point of contact for scheduling meetings and coordinating client interactions. She is also our go-to expert for operational support, including distributions, lending solutions, lines of credit, and mortgage-related needs. Kathy takes great pride in building lasting relationships with clients and enjoys the opportunity to help them navigate important financial decisions each day.

Outside of the office, Kathy is a proud mother of two and grandmother of three. She embraces the Pacific Northwest lifestyle and enjoys spending time outdoors hiking, camping, relaxing at the lake, and exploring new destinations on road trips.