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Stacey Peets

Stacey Peets

Operations Manager

Stacey Peets is the dynamic Operations & Marketing Manager at Stepwise Financial, bringing a wealth of experience from her time at HBW Partners and a notable tenure in the tech sphere. At Zurich Insurance Group, a Fortune 500 giant, she led over 40 specialists to successfully deliver intricate IT projects within a high-stakes data warehouse, overseeing annual project budgets of around $1.3 million and engaging with multiple vendors.

Before climbing the corporate ladder, Stacey served with distinction, training soldiers in critical logistical software during wartime and excelling as a Military Operations Instructor.

Her academic and leadership journey began at West Point, culminating in her commission as a United States Army Officer. Her active duty, including a pivotal role in Operation Iraqi Freedom as an Operations Officer, underscores her dedication and discipline.

With a career underscored by leadership and service, Stacey's expertise now drives Stepwise Financial forward, ensuring precision, integrity, and exemplary client service.

Stacey resides in Richmond, Virginia where she enjoys life with her husband, Alex, and their son. They have two older daughters, a son-in-law, and two grandchildren in Texas.


  • B.S in American Legal Studies / Environmental Engineering, United States Military Academy at West Point

  • Certified Health Coach, Institute of Integrative Nutrition


Military Service:  US Army, 1998 - 2006


Contact Information: 

Phone: 804-904-2915 

Fax: 888-646-5602


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