Lasting relationships. For all that matters


Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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

    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 the Branch Manager of the Spokane, Washington UBS Wealth Management Office and 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.

      • Gonzaga University, Finance & Economics
      601 West Riverside Avenue
      Suite 1200
      Spokane, WA 99201

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