Wealth planning experience for every generation

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CA Insurance license #4060921

Cameron started at UBS in one of the stock market's most tumultuous months on record. Over the past 20 years, he has helped clients manage their wealth through good times and bad. He joined UBS in August of 2001 and after three years of working on the equity research desk in New York City, he moved back to the Portland area to work with his father, Joe Cheek.

With his clients, Cameron emphasizes asset allocation and total wealth management with a focus on retirement planning. He also helps his clients with education funding, insurance planning, structures for charitable giving, and estate planning. FINRA-registered, Cameron holds the Series 7 and 66 licenses as well as licenses for life and health insurance.

Cameron earned his B.S. degree in finance from Linfield College. Cameron, his wife Becky, and daughters, Adelyn and Beatrice, live in Charleston, South Carolina. He enjoys golfing, traveling, and spending time on the beach with family and friends.

• Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 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, 2023, 2024The 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.

• Linfield College, B.S. Finance

• Senior Portfolio Manager

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Joe began his financial career with U.S. Bank's Trust Department, where he probated estates and managed family and institutional trusts. He served as the Treasurer for Winter Products, which at the time, was the second largest furniture hardware manufacturer in the U.S. In 1980, he joined UBS predecessor firm Paine Webber.  

As a Financial Advisor, Joe has always employed a broad range of strategies to help clients achieve their financial goals. His deep understanding of fixed income markets is  a crucial aspect of the individualized plans he develops. Joe has served as a FINRA (formerly NASD) arbitrator since 1996 and is an industry expert in dispute resolution. 

Joe earned his B.S. degree in business administration from Portland State University. He holds Series 7 and 63 securities licenses. 

He enjoys a busy family life, spending time with his wife, Terra, traveling and squeezing in a round of golf during his spare time. 

• Portland State University, B.S. Business Administration

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Brandon has been providing holistic financial planning for families and business owners since 2004. He is an Accredited Asset Management Specialist, a CERTIFIED FINANCIAL PLANNER™, and he offers clients in-depth analysis of their entire financial scenario. His tailored approach ensures your wealth aligns with your values and goals. He is known for his integrity, work ethic, and delivering excellent service.

Brandon earned his B.S. degree in Business Administration and International Business from Oregon State University. In addition to being fully licensed, Brandon holds the Series 9 and Series 10 licenses. Administered by the Financial Industry Regulatory Authority (FINRA), this qualifies him to act as a principal to manage or supervise the sales activities of financial firms. 

Brandon is an Oregonian and lives in the suburbs of Portland with his wife and daughter. They love to travel and spend time with their family and friends. 

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

• Oregon State University, B.S. Business Administration and International Business

• Accredited Asset Management Specialist
• CERTIFIED FINANCIAL PLANNER®

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• WV

Greg began his career in one of the equity market’s most tumultuous months on record—and over the past 34 years he has helped clients manage their wealth throughout good times and bad. Greg joined UBS in 2008 after 5 years at Morgan Stanley and prior tenure at Smith Barney.

With his clients, Greg emphasizes asset allocation and total portfolio management with a focus on retirement income planning; while also giving them advice on education funding, structures for charitable giving and estate planning. Greg is FINRA-registered and holds the Series 7 and 63 securities licenses as well as licenses for life, health insurance, and variable annuities.

Greg earned his bachelor’s degree in chemistry and zoology from the University of Maryland at College Park and his M.B.A. in finance and information systems from George Mason University in Fairfax, VA. Greg is a former Naval Officer and veteran and is originally from the Washington DC area.

Greg resides in Charleston, SC with his wife, Mary. In their free time they enjoy traveling and spending time with their family

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

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Wendy began her career in 1988 with PaineWebber and in 1995 had the great fortune to start working with Joe Cheek. Currently, with 20+ years working with Cameron Cheek and the Heritage team, she dedicates herself to providing superior service to our clients by anticipating their needs and managing day-to-day operations for the team. Wendy is FINRA-registered and holds Series 7 and 66 securities licenses. 

Wendy earned her B.A. degree in business marketing from Portland State University. In her spare time, Wendy enjoys spending time with her niece and nephews.

• Portland State University, B.A. Business Marketing

Amanda was born and raised in Myrtle Beach, SC and graduated from the University of South Carolina Darla Moore School of Business in 2014 with a degree in International Business and Accounting. Amanda joined UBS in 2022 after 8 years working at Merrill Lynch. She serves as Wendy’s administrative right-hand, and she is here to answer any questions related to online services, paperwork, your monthly statement, estate planning, etc. 

Amanda fosters dogs from local animal rescues, volunteers as an advisor for the Chi Omega Fraternity at the College of Charleston, and she serves as a board member of the Girls Scouts of Eastern South Carolina. Amanda loves to watch sports, spend the day on the boat or at the beach, and read a good historical fiction novel. She lives in Charleston, SC with her fiancé Brandon and their dogs Ruby and Beamer. 

• University of South Carolina, B.S. International Business & Accounting