About StepWise Financial

Rhiannon Wiseman

Administrative Assistant

Phone:  (804) 904-2915
Fax: (888) 646-5602
admin@stepwisefinancial.com

Office Address:
2706 Enterprise Pkwy, Ste A
Richmond, VA 23294

Rhiannon Wiseman is an administrative assistant with StepWise Financial, where she supports client outreach and helps ensure client paperwork and information remain organized, accessible and up to date. Previously, she spent two years as a substitute teacher with ESS and has worked as a box office assistant with the American Shakespeare Center since 2022, where she continues to assist whenever possible.

At StepWise Financial, Rhiannon believes every client deserves to feel heard and supported. She approaches each interaction with kindness, patience and genuine care, taking the time to understand each person’s unique circumstances and needs. Her attention to detail and commitment to thoughtful service helps provide her clients with a smooth and supportive experience.

Originally from Staunton, Virginia, Rhiannon studied at Blue Ridge Community College and Virginia Commonwealth University before taking time to focus on building a healthy and financially secure future. Currently, she lives in Henrico County, Virginia, with her fiancé and rescue dog, Elowyn.

Outside of the office, she enjoys staying active in her community where she coaches Color Guard and designs marching arts shows for the Prince George County School System. She enjoys creating a supportive environment where students can build confidence, take risks and learn resilience through challenges. Additionally, she enjoys spending time outdoors, hiking, exploring the performing arts, playing video games and crafting

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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

Alexander Peets, MBA

Founder / President / Financial Planner

Stacey Peets

Operations Manager

Lizzy Cotton

Administrative Assistant

Rhiannon Wiseman

Administrative Assistant

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