How can you 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.

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How UBS empowers our financial advisors

UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families.

Explore if UBS is the right fit for you

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

Senior Vice President–Wealth Management

Market Director
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- 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, 2025The 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, 2025The 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 Witterschein

Associate Director

Assistant Operations Manager
View bio
- AK
- AL
- DC
- FL
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NE
- NJ
- OK
- OR
- PA
- SD
- TX
- UT
- VT
- WA
- WI
600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor
Bend, OR 97702

kerry.witterschein@ubs.com

Kerry Witterschein

600 Southwest Columbia,Bend,OR,97702
James Wilson

Director

Supervisory Officer
View bio
- 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

Stefanie Page

Senior Vice President–Wealth Management

Market Director
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- 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, 2025The 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, 2025The 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 Witterschein

Associate Director

Assistant Operations Manager
View bio
- AK
- AL
- DC
- FL
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NE
- NJ
- OK
- OR
- PA
- SD
- TX
- UT
- VT
- WA
- WI
600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor
Bend, OR 97702

kerry.witterschein@ubs.com

Kerry Witterschein

600 Southwest Columbia,Bend,OR,97702
James Wilson

Director

Supervisory Officer
View bio
- 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

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.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

How can you pursue what matters most?

How UBS empowers our financial advisors

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