Nichole Holton
Client Relationship Assistant Supervisor
(571) 203-1621

Nichole has specialized in client service and support for the Wise Investor Group since 2006. Her responsibilities include IRA Distributions; 72-T distribution coordinating; and check, wire and ACH processing. She is also responsible for hiring, training and supervising the administrative staff. Prior to joining us she was a substitute school teacher with Loudoun County Public Schools. Nichole lives each day with the belief that positive thinking leads to positive results. Nichole lives in Ashburn, Virginia, with her daughter, Brenna.

Heather Phelps
Client Relationship Assistant
(571) 203-1625

Heather specializes in client service and support for the Wise Investor Group. Her responsibilities include client support with Baird OnLine Accounts and ongoing account maintenance assistance. She earned an associate’s degree from Northern Virginia Community College and is currently pursuing a bachelor’s degree in Communications through George Mason University. She enjoys spending time outdoors hiking and camping. Heather’s personal motto: A smile speaks a thousand words. She lives in Sterling, Virginia.

Shannon Grimmett
Client Relationship Assistant
(571) 203-1628

Shannon provides ongoing account maintenance, account processing and client support with Baird OnLine Accounts. Shannon has been with the Wise Investor Group since 2006. She lives in Ashburn, Virginia.

Janet Noland
Client Relationship Assistant
(571) 203-1615

Janet specializes in client service and support for new accounts of the Wise Investor Group. She provides assistance with annuities and general insurance. Janet has a BS from the University of Illinois at Urbana-Champaign. She also has a Certificate in General Insurance from the Insurance Institute of America. Prior to joining the group in 2006, Janet had a career as a transcriptionist and a legal secretary. Janet enjoys collecting antiques and currently lives in Leesburg, Virginia.

Edward Holton
Operations Assistant
(571) 203-1626

Ed is an Operations Assistant for the Wise Investor Group. He provides assistance in transaction execution for the Group including IRA distributions, check deposits, check writing, direct deposit, wire transfer processing and money market redemptions. He also provides client support with Baird OnLine Accounts. Ed lives in Ashburn, Virginia.

Nickie Secrist
Branch Receptionist

Nickie is the Receptionist for the Wise Investor Group. Her responsibilities include greeting clients and assisting with branch events. She is currently working toward receiving her BA in Communications from West Virginia University.

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