Experience Makes all the difference

Cameron L. Cheek

Senior Vice President - Wealth Management
503-226-1858
Cameron.Cheek@ubs.com

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Cameron started out in one of the stock market's most tumultuous months on record and over the past 15 years, he has helped clients manage their wealth through good times and bad. He joined UBS in September of 2001 and after three years of working on the equity research sales 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 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 with their Boston Terrier, Bogey, in South Carolina.  He enjoys golfing and spending time in South Carolina with his wife's family.


Registered States:
AL, AZ, CA, CO, CT, DE, FL, ID, IL, MA, MD, MN, MT, NJ, NV, NY, OR, PA, SC, TX, UT, VA, WA


Joseph W. Cheek

Senior Vice President - Wealth Management
503-226-1857
joseph.cheek@ubs.com

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 key aspect of the individualized plans he develops. Joe has been a FINRA (formerly NASD) arbitrator since 1996, and serves as an industry expert in dispute resolution.

Joe earned his B.S. degree in business administration from Portland State University. He is FINRA-registered and holds Series 7 and 66 securities licenses, as well as a life insurance license.

He enjoys a busy family life, spending time with his wife, Terra, at their beach house in Newport, traveling, as well as squeezing in a round of golf during his spare time.


Registered States:
AL, AZ, CA, CO, CT, DE, FL, ID, IL, MA, MD, MN, MT, NJ, NV, NY, OR, SC, TX, UT, VA, WA


Teresa D. Hart, CRPS®

Vice President - Wealth Management
503-225-9230
teresa.hart@ubs.com

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’s 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 – 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, CT, DE, HI, IA, ID, NJ, NV, NY, OR, TX, UT, VA, WA


Steve G. Biles

Vice President - Wealth Management
503-226-1853
steve.biles@ubs.com

Steve has spent more than 46 years in the financial services industry, beginning on the New York Stock Exchange and then working on the institutional side before becoming a Financial Advisor. Over his distinguished career, he has built strong client relationships by focusing on helping clients build multigenerational wealth and define their legacies.

Steve earned a B.A. from Portland State University (1965), attended the University of Tennessee Law School, and the New York Institute of Finance. Steve is FINRA-registered and holds Series 7 and 66 securities licenses as well as commodity licenses.

He and his family have been winning in the equestrian, cattle, and dog show arenas at the world level for decades.


Registered States:
AL, AZ, CA, CO, CT, DE, HI, IA, ID, NJ, NV, NY, OR, TX, UT, VA, WA


Richard Brandon Hall, AAMS®

Financial Advisor
Accredited Asset Management Specialist (AAMS®)
503-226-1838
brandon.hall@ubs.com
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Brandon has been providing holistic financial planning for families and business owners since 2004. He is an Accredited Asset Management Specialist. He offers clients in-depth analysis of their entire financial scenario. His tailored approach ensures your wealth is aligned 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:
AZ, CA, MN, NJ, OR, WA


Wendy Pace

Senior Client Service Associate
503-221-6893
wendy.pace@ubs.com

Wendy began her career in 1988 with PaineWebber and in 1995, had the great fortune to begin working with Joe Cheek. Currently, she is dedicated 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, NY, OR, TX, WA