Financial planning tailored to your goals

Shea, Harley & Page Family Wealth Consulting and Management

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
    • NV
    • NY
    • OH
    • OR
    • SC
    • TX
    • UT
    • VA
    • WA

    Stefanie is a Financial Advisor with Shea, Harley and Page Family Wealth Consulting and Management and Branch Manager of the Spokane Branch. 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.

      • Gonzaga University, Finance and Economics
        601 West Riverside Avenue
        Suite 1200
        Spokane, WA 99201
      •  Molly Harley

        Molly Harley

        Senior Vice President–Wealth Management

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • FL
        • HI
        • IA
        • ID
        • IL
        • MA
        • ME
        • MI
        • MT
        • NY
        • OH
        • OR
        • SC
        • TX
        • UT
        • VA
        • WA

        Molly has been working in the field of investments since 1983 and is an Accredited Investor Fiduciary (AIF). She was awarded the Certified Wealth Strategist Designation in 2008. Molly believes that personal attention to each client, along with a comprehensive wealth management plan, are key to successful investing. She was raised on a large cattle ranch in Kalispell, Montana. Molly and her husband, Bob, have three children, eleven grandchildren, and one great-grandson. Bob is very involved in golf and fly-fishing, and Molly enjoys listening to his stories about golf and fly-fishing. She is a member of Spokane Rotary Club #21 and also a member of Toastmasters.

            • Senior Portfolio Manager
            • Wealth Advisor
            601 West Riverside Avenue
            Suite 1200
            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

            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
              • Wealth Advisor
              601 West Riverside Avenue
              Suite 1200
              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. She is also a member of the Spokane Uptowners Toastmasters Club. 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
                  • Katherine Weiner

                    Katherine Weiner

                    Client Associate

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                      Katherine joined Shea, Harley & Page Family Wealth Consulting and Management 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

                        Are markets going "Back to the Future"?

                        Debt ceiling and inflation

                        Tree

                        Exceptional financial strength and stability

                        Legacy—Wealth for others

                        For needs that go beyond your own—to help you improve the lives of others

                        What will your legacy be?
                        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                        Learn more at ubs.com/wealthway.

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                        $3.9 trillion

                        In invested assets globally 
                        As of 12/31/2022

                        51 countries

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