Ariella Zundt
Tax Operations Manager
Phone: (804) 904-2915
Fax: (888) 646-5602
Text Only: (804) 446-6006
Office Address:
2706 Enterprise Pkwy, Ste A
Richmond, VA 23294
Ariella Zundt is a tax operations manager with five years of experience in tax preparation, financial services, and client support. Her background includes approximately two years as a paraplanner and two and a half years preparing individual tax returns, along with experience providing administrative and client support within a financial advisory practice.
Ariella earned a Bachelor of Science in economics from Virginia Commonwealth University. She supports clients with tax preparation and planning as part of a comprehensive financial planning practice, helping them navigate the tax process with clarity and confidence.
Known for her personal and straightforward approach, Ariella takes the time to understand each client’s circumstances and make the tax process as clear and manageable as possible. She values building strong client relationships and creating an environment where clients feel comfortable asking questions and discussing their financial needs.
Originally from the Chicagoland area, Ariella now lives in the Greater Austin area of Texas. Outside the office, Ariella enjoys reading and writing poetry, playing the viola, and staying active through tennis.
The Team at StepWise Financial
We assist clients with both planning and implementation, actively engaging with their financial lives and striving to exceed expectations through the generations. The financial professionals at StepWise Financial each have different accreditations, backgrounds, focus areas, and experiences which they use collaboratively to help clients. We invite you to browse through these individual pages to learn more about each team member, their backgrounds, and their approach to their work.
Bill Orchard-Hays III
Senior Advisor / Financial Consultant
Office: