About Us

At Stepwise Financial, we are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

William (Bill) Orchard-Hays III

Financial Planner

630-664-9072 (voice only)

(888) 646-5602

bill@stepwisefinancial.com

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...

Sandy Yu

Investment Professional

630-882-9460 (voice only)

888-646-5602

sandy@stepwisefinancial.com

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...

Alexander Peets

Financial Planner

(804) 904-2915

804-446-6006

(888) 646-5602

alex@stepwisefinancial.com

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

Operations Manager

(804) 904-2915

(888) 646-5602

admin@stepwisefinancial.com

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.

Elizabeth (Lizzy) Cotton

Administrative Assistant

804-904-2915

804-446-6006

888-646-5602

elizabeth@stepwisefinancial.com

Elizabeth supports Stepwise Financial as the Administrative Assistant, an HBW Advisory Firm. With a strong foundation in client service and operations, she ensures seamless administrative support to the firm’s advisors and clients...