Thoughtful advice one family at a time

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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

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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.

• 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

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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

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• HI
• IA
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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 with UBS and Merrill. 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.

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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

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