Your life. Your wealth. Your future.

Pursue what matters most

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.

Start the planning conversation

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, CFP

Senior Vice President–Wealth Management

Market Director
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- DC
- FL
- HI
- IA
- ID
- IL
- KS
- MA
- ME
- MI
- MT
- NC
- ND
- NV
- NY
- OH
- OR
- SC
- TX
- UT
- VA
- WA
- WI
Stefanie is a Financial Advisor with Heritage Wealth and Market Director in the Pacific Northwest Market. 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.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America's Top Women Wealth Advisors Best-in-State, 2024The 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 Advisors, 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.
- Gonzaga University, Finance and Economics
- CERTIFIED FINANCIAL PLANNER™
- Portfolio Manager
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201
Walter Ricker, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AZ
- CA
- CO
- DC
- FL
- HI
- IA
- ID
- IL
- ME
- MI
- MT
- NC
- ND
- NH
- NV
- NY
- OR
- SC
- TX
- UT
- VA
- WA
- WV
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.
- Colgate University, BA degree
- Florida State University, MBA Finance
- Senior Portfolio Manager
- CERTIFIED FINANCIAL PLANNER™
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201
Garry Shea, CFP

Senior Vice President–Wealth Management
View bio
- AK
- AL
- AZ
- CA
- CO
- DC
- FL
- HI
- IA
- ID
- IL
- ME
- MI
- MN
- MT
- NY
- OH
- OR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
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
- CERTIFIED FINANCIAL PLANNER™
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201
Molly Harley

Senior Vice President–Wealth Management
View bio
- AK
- AL
- AZ
- CA
- CO
- DC
- FL
- HI
- IA
- ID
- IL
- MA
- ME
- MI
- MT
- NY
- OH
- OR
- SC
- TX
- UT
- VA
- WA
- WI
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 three great grandchildren. Bob is very involved in golf and fly-fishing, and Molly enjoys listening to his stories about golf and fly-fishing.
- Senior Portfolio Manager
- Wealth Advisor
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201
Jenora Greenwalt

Client Associate
View bio
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
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201
Katherine Kugler

Client Associate
View bio
Katherine joined UBS 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

Kathy Jarvis

Senior Client Associate
View bio
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201
Joyce Sherven

Senior Client Associate
View bio
- AZ
- CA
- CO
- ID
- MT
- NV
- NY
- OR
- WA
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
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201

Stefanie Page, CFP

Senior Vice President–Wealth Management

Market Director
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- DC
- FL
- HI
- IA
- ID
- IL
- KS
- MA
- ME
- MI
- MT
- NC
- ND
- NV
- NY
- OH
- OR
- SC
- TX
- UT
- VA
- WA
- WI
Stefanie is a Financial Advisor with Heritage Wealth and Market Director in the Pacific Northwest Market. 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.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America's Top Women Wealth Advisors Best-in-State, 2024The 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 Advisors, 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.
- Gonzaga University, Finance and Economics
- CERTIFIED FINANCIAL PLANNER™
- Portfolio Manager
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201
Walter Ricker, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AZ
- CA
- CO
- DC
- FL
- HI
- IA
- ID
- IL
- ME
- MI
- MT
- NC
- ND
- NH
- NV
- NY
- OR
- SC
- TX
- UT
- VA
- WA
- WV
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.
- Colgate University, BA degree
- Florida State University, MBA Finance
- Senior Portfolio Manager
- CERTIFIED FINANCIAL PLANNER™
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201
Garry Shea, CFP

Senior Vice President–Wealth Management
View bio
- AK
- AL
- AZ
- CA
- CO
- DC
- FL
- HI
- IA
- ID
- IL
- ME
- MI
- MN
- MT
- NY
- OH
- OR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
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
- CERTIFIED FINANCIAL PLANNER™
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201
Molly Harley

Senior Vice President–Wealth Management
View bio
- AK
- AL
- AZ
- CA
- CO
- DC
- FL
- HI
- IA
- ID
- IL
- MA
- ME
- MI
- MT
- NY
- OH
- OR
- SC
- TX
- UT
- VA
- WA
- WI
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 three great grandchildren. Bob is very involved in golf and fly-fishing, and Molly enjoys listening to his stories about golf and fly-fishing.
- Senior Portfolio Manager
- Wealth Advisor
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201
Jenora Greenwalt

Client Associate
View bio
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
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201
Katherine Kugler

Client Associate
View bio
Katherine joined UBS 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
Kathy Jarvis

Senior Client Associate
View bio
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201
Joyce Sherven

Senior Client Associate
View bio
- AZ
- CA
- CO
- ID
- MT
- NV
- NY
- OR
- WA
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
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201

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At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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Your life. Your wealth. Your future.

Pursuing your goals together

Stefanie Page, CFP

Walter Ricker, CFP

Garry Shea, CFP

Molly Harley

Jenora Greenwalt

Katherine Kugler

Kathy Jarvis

Joyce Sherven