Cameron started at UBS in one of the stock market's most tumultuous months on record. Over the past 15 years, he has helped clients manage their wealth through good times and bad. He joined UBS in August of 2001 and after three years of working on the equity research desk in New York City, he moved back to the Portland area to work with his father, Joe Cheek.

With his clients, Cameron emphasizes asset allocation and total wealth management with a focus on retirement planning. He also helps his clients with education funding, insurance planning, structures for charitable giving, and estate planning. FINRA-registered, Cameron holds the Series 7 and 66 licenses as well as licenses for life and health insurance.

Cameron earned his B.S. degree in finance from Linfield College. Cameron, his wife Becky, and daughters, Adelyn and Beatrice, live in Charleston, South Carolina. He enjoys golfing, traveling, and spending time in South Carolina with his wife's family.

Registered States:
AK, AL, AZ, CA, CO, DC, DE, FL, GA, ID, IN, LA, MA, MD, MN, MO, MT, NC, NJ, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA

Joe began his financial career with U.S. Bank's Trust Department, where he probated estates and managed family and institutional trusts. He served as the Treasurer for Winter Products, which at the time, was the second largest furniture hardware manufacturer in the U.S. In 1980, he joined UBS predecessor firm Paine  Webber.  

As a Financial Advisor, Joe has always employed a broad  range of strategies to help clients achieve their financial  goals. His deep understanding of fixed income markets is  a crucial aspect of the individualized plans he develops. Joe has served as a FINRA (formerly NASD) arbitrator since 1996 and is an industry expert in dispute resolution. 

Joe earned his B.S. degree in business administration from Portland State University. He holds Series 7 and 63 securities licenses, as well as a life insurance license. 

He enjoys a busy family life, spending time with his wife, Terra, traveling and squeezing in a round of golf during his spare time. 

Registered States:
AL, AZ, CA, CO, DE, FL, ID, MA, NJ, NV, OR, PA, SC, TN, TX, UT, VA, WA

Teresa is the "global citizen" of Heritage Wealth Management. Between 1976 and 1986, she traveled around the world from Europe to Asia, Australia, and Africa. She encountered many people, each with unique dreams and aspirations. Because of her genuine interest in people, it is no surprise that Teresa has distinguished herself as one of UBS's most successful Financial Advisors.

She brings more than 30 years of experience helping  clients meet their most meaningful and often complex wealth goals. Teresa provides advice and solutions to address all areas of her clients' lives including financial planning, investment management and asset allocation to longevity, and multigenerational estate planning. 

Teresa earned her Chartered Retirement Plan Specialist  designation (2000) and completed The College of Financial Planning at The American Institute of Banking and Finance (1989). FINRA-registered, Teresa holds Series 7, 63 and 65 securities licenses and a NFS Securities Futures Certificate (2003), as well as licenses for life and health insurance. 

Her interests include traveling, skiing, and watercolor painting. 

Registered States:
AL, AZ, CA, CO, DC, DE, FL, GA, IA, ID, MA, MD, MN, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA

Greg began his career in one of the equity market’s most tumultuous months on record— and over the past 32 years he has helped clients manage their wealth throughout good times and bad. Greg joined UBS in 2008 after 5 years at Morgan Stanley and prior tenure at Smith Barney.

With his clients, Greg emphasizes asset allocation and total portfolio management with a focus on retirement income planning; while also giving them advice on education funding, structures for charitable giving and estate planning. Greg is FINRA-registered and holds the Series 7 and 63 securities licenses as well as licenses for life, health insurance, and variable annuities.

Greg earned his bachelor’s degree in chemistry and zoology is from the University of Maryland at College Park and his M.B.A. in finance and information systems is from George Mason University in Fairfax, VA. Greg is a former Naval Officer and Vietnam veteran and is originally from the Washington DC area.

Greg resides in Charleston, SC with his wife, Mary. In their free time they enjoy traveling and spending time with their family.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, KY, MA, MD, MN, MO, MS, NC, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA

Brandon has been providing holistic financial planning for families and business owners since 2004. He is an Accredited Asset Management Specialist and CERTIFIED FINANCIAL PLANNER™.  He offers clients in-depth analysis of their entire financial scenario. His tailored approach ensures your wealth aligns with your values and goals. He is known for his integrity, work ethic, and delivering excellent service.

Brandon earned his B.S. degree in Business Administration and International Business from Oregon  State University. In addition to being fully licensed, Brandon holds the Series 9 and Series 10 licenses.  Administered by the Financial Industry Regulatory Authority (FINRA), this qualifies him to act as a principal to manage or supervise the sales activities of financial firms. 

Brandon is an Oregonian and lives in the suburbs of Portland with his wife and daughter. They love to travel and spend time with their family and friends. 

Registered States:
AL, AZ, CA, CO, DC, DE, FL, GA, ID, MA, MD, MN, NC, NJ, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA

Wendy began her career in 1988 with PaineWebber and in 1995 had the great fortune to start working with Joe Cheek. Currently, she dedicates herself to providing superior service to our clients by anticipating their needs and managing day-to-day operations for the team. Wendy is FINRA-registered and holds Series 7 and 66 securities licenses. 

Wendy earned her B.A. degree in business marketing from Portland State University. In her spare time, Wendy enjoys crafting, in particular quilting, embroidery, and crochet. 

Registered States:
CA, OR, SC, TX, WA

Drew began his career at UBS in 2017 after earning a degree in Business Administration with a double concentration in Finance and Marketing from Gonzaga University. He currently assists the entire Heritage Wealth Management team by providing superior client service support.

Drew is FINRA-registered and holds his Series 7 and 66 securities licenses. He is an avid golfer and enjoys spending time with family and friends while cheering on the Zags.

Registered States:
CA, OR, TX