Experience

Makes all the difference

Two teams with shared values came together to form Heritage Wealth Management. With offices on both coasts—Portland, Oregon and Charleston, South Carolina—we see wealth management as an opportunity to have a direct, positive impact on the lives of individuals, families and organizations. We have helped nearly 500 families and businesses realize their financial goals with comprehensive planning, investment advice and wealth management.

With extensive financial experience, we manage over $2 billion in assets. Our seven-member team has earned the following credentials: Accredited Asset Management Specialist, a Certified Financial Planner, Chartered Retirement Plans Specialist, Series 9/10 supervisory designation and FINRA Arbitrator. We've also been recognized as a Barrons' Top 1,200 financial advisor, a Forbes Best-In-State Wealth Advisor, a Financial Times Top 400 Financial Advisor, National Associate of Board Certified Advisory Practices (NABCAP) and a recipient of UBS Top 35 Financial Advisors under 35 award


“We want you to have the comfort and confidence that comes from knowing our entire team has your best interest at heart.”

— Richard Brandon Hall

Cameron Cheek

Senior Vice President–Wealth Management

Senior Portfolio Manager

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.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • LA
  • MA
  • MD
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA
  • WA

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Linfield College, B.S. Finance

Credentials

  • Senior Portfolio Manager
5300 Meadows Rd
Suite 300
Lake Oswego, OR 97035

Email Me

Joseph Cheek

Senior Vice President–Wealth Management

Financial Advisor

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. 

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • ID
  • MA
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA
  • WA

Education

  • Portland State University, B.S. Business Administration
5300 Meadows Road
Suite 300
Lake Oswego, OR 97035

Email Me

Teresa Hart, CRPS

Senior Vice President–Wealth Management

Senior Portfolio Manager

Teresa is the "global citizen" of Heritage Wealth Management. Between 1976 and 1986, she traveled around the world from Europe to Asia, Australia, and Africa. She encountered many people, each with unique dreams and aspirations. Because of her genuine interest in people, it is no surprise that Teresa has distinguished herself as one of UBS's most successful Financial Advisors.

She brings more than 38 years of experience helping clients meet their most meaningful and often complex wealth goals. Teresa provides advice and solutions to address all areas of her clients' lives including financial planning, investment management and asset allocation to longevity, and multigenerational estate planning. 

Teresa earned her Chartered Retirement Plan Specialist designation (2000) and completed The College of Financial Planning at The American Institute of Banking and Finance (1989). FINRA-registered, Teresa holds Series 7, 63 and 65 securities licenses and a NFS Securities Futures Certificate (2003), as well as licenses for life and health insurance. 

Her interests include traveling, skiing, and watercolor painting. 

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • MA
  • MD
  • MN
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA
  • WA

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2019
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes America’s Top Women Wealth Advisors, 2020The 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.
  • Forbes America's Top Women Wealth Advisors Best-in-State, 2023The 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.
  • 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.
  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2019The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Senior Portfolio Manager
  • Chartered Retirement Plans Specialist℠
5300 Meadows Road
Suite 300
Lake Oswego, OR 97035

Email Me

Richard Brandon Hall, AAMS, CFP

Vice President–Wealth Management

Financial Advisor

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. 

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • MA
  • MD
  • MN
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA
  • WA

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

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

Credentials

  • Accredited Asset Management Specialist
  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
5300 Meadows Road
Suite 300
Lake Oswego, OR 97035

Email Me

Greg Hollingsworth

Vice President–Wealth Management

Financial Advisor

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

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • KY
  • MA
  • MD
  • MN
  • MO
  • MS
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA
  • WA
  • WV

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

941 Houston Northcutt Blvd
STE 100
Mount Pleasant, SC 29464

Email Me

Wendy Pace

Senior Client Associate

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.

Registered States:
  • CA
  • OR
  • SC
  • TX
  • WA

Education

  • Portland State University, B.A. Business Marketing
5300 Meadows Road
Suite 300
Lake Oswego, OR 97035

Email Me

Amanda Millen

Client Associate

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. 

Education

  • University of South Carolina, B.S. International Business & Accounting
941 Houston Northcutt Blvd
STE 100
Mount Pleasant, SC 29464

Email Me