Rheannia Peirce is a Client Experience Coordinator at Tempo Wealth. She supports clients and the advisory team with ongoing account servicing and record maintenance, coordinating with outside carriers and providers and preparing review meeting materials so each conversation is organized and productive.
Rheannia also manages scheduling and meeting logistics for our Portfolio Manager, processes new advisory paperwork, and helps turn meeting notes into clear, actionable follow-up items. In addition, she supports the Director of Operations with documentation, reporting, and process projects. She helps keep client information accurate and service running smoothly behind the scenes.
Rheannia has a background in technical project management and operations and attended City College of San Francisco. She holds many certifications and believes in always learning. She lives in Cleveland Heights, OH with her husband, Steve, and dog, Ollie. Outside of work, Rheannia enjoys fitness, vintage shopping, eating and exploring.
