How can you pursue what matters most?

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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

    Senior Vice President–Wealth Management

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Stefanie serves her clients as a Financial Advisor and Portfolio Manager.  Stefanie graduated with honors from Gonzaga University majoring in both Finance and Economics.  She started in the wealth management industry in 2005 and joined UBS in 2008.  Stefanie is a Certified Financial Planner certificant and holds the Series 7, 9, 10, and 66 securities licenses.  Prior to becoming Branch Manager, she held roles of Senior Client Service Associate, Administrative Manager and Financial Advisor. 

    She and her husband, Jordan, have two children, Maxton and Madeline.  Stefanie is a proud member of her local Rotary and can be found on the weekends playing golf with her family at the Kalispel Golf & Country Club.

    • Forbes Best-in-State Wealth Advisors, 2024, 2025The 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.

        601 West Riverside Avenue
        Suite 1200
        Spokane, WA 99201
        stefanie.page@ubs.com
        Stefanie Page
        601 West Riverside Avenue,Spokane,WA,99201
      • kerry

        Kerry Witterschein

        Associate Director

        Assistant Operations Manager

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        • AK
        • AL
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • IN
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MO
        • MT
        • NC
        • ND
        • NE
        • NJ
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VT
        • WA
        • WI
        • WV

              600 Southwest Columbia
              Building 4 (Suite 6200), 2nd Floor
              Bend, OR 97702
              kerry.witterschein@ubs.com
              Kerry Witterschein
              600 Southwest Columbia,Bend,OR,97702
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              James Wilson

              Director

              Supervisory Officer

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              • MD
              • MT
              • OR
              • WA

                    Home Worker MD
                    Home Worker MD, MD 000
                    james.wilsonjr@ubs.com
                    James Wilson
                    Home Worker MD,Home Worker MD,MD,000
                  • Alex Lopez

                    Alex Lopez

                    Associate Director

                    Associate Market Executive

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                    • AK
                    • CA
                    • OR
                    • TX
                    • WA

                    Alex is an Associate Market Executive in the Pacific Northwest Market and supports advisors and associates through growth initiatives, development, and cultural events. He joined UBS in 2019 as a Private Mortgage Banker based in Dallas, Texas, then transitioned to the Wealth Management Banker for the Los Angeles Private Wealth Market before joining the Pacific Northwest Leadership team in 2024.

                    Alex was born and raised in Pennsylvania and attended West Chester University of Pennsylvania where he earned a Bachelor’s and Master’s degree in English with a Concentration in Creative Writing. In his free time, Alex is passionate about all things fitness, enjoying different types of foods, watching his favorite sports teams disappoint him, and hanging with his golden retriever, Gryff.

                          225 108th Avenue NE
                          Suite 800
                          Bellevue, WA 98004
                          alex.lopez@ubs.com
                          Alex Lopez
                          225 108th Avenue NE,Bellevue,WA,98004

                        Connecting you to the deep resources of UBS

                        By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                        Turn possibilities into a plan

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                        Clarity in a rapidly changing world

                        We’re here to help guide you through uncertain times

                        Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

                        Let’s create a path together so you can move forward with confidence, no matter what comes next.

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                        As of 12/31/2025

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                        UBS is a leading and truly global wealth manager

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