About Us

Bill is the Founder & President of OH Financial Services LLC and Firm Leader of StepWise Financial Inc. He has over 31 years experience as a Financial Advisor and is the Senior Advisor of our Team. In 2007, Bill was honored to be...

Aaron Clasen is an Investment Professional with StepWise Financial, a HBW Partners Firm, and has worked in the Investment and Insurance Industry since 2010. Mr. Clasen joined HBW Partners after a successful 17-year career in...

Ms. Yu is a Registered Representative with StepWise Financial, a HBW Partners Firm. She has a passion to guide and teach her clients how to live debt-free (Romans 13:8 "owe no one anything except love"). Through living, saving, and...

Sean M Cisney is an Investment Advisor with StepWise Financial, a HBW Partners Firm. He began his career in the financial services industry in 2003. As a fiduciary, he takes a holistic approach to financial planning & wealth management...

Alex Peets is a Financial Advisor with StepWise Financial, a HBW Partners Firm. Prior to working as a Financial Planner, Mr. Peets served in the US Army as a Chinook Helicopter Crew Chief and is a war Veteran from the Afghanistan and Iraq

Stacey Peets is the Operations Manager for StepWise Financial, a HBW Partners firm. Prior to joining HBW Partners, Stacey was an Information Technology Project Manager at Zurich Insurance Group, a Fortune 500 Company.