Gregory S. Smith, CFP^®, ChFC
Senior Vice President
Senior PWM Financial Planner

Greg focuses his practice on financial planning, including retirement planning, college funding and estate planning services. He is a CERTIFIED FINANCIAL PLANNER^TM practitioner and Financial Planning Mentor to new financial planners through the Financial Planning Association. He also obtained his Chartered Financial Consultant designation from The American College. Greg holds an MS in Financial Planning from The College for Financial Planning and an MA in Psychology from George Mason University. In 2005, he was named among America’s Best Financial Planners by Consumers’ Research Council of America. Greg joined the Wise Investor Group in 1999 as a financial planner and now leads the group’s financial planning team.

Ann A. Summerson, CFP^®
PWM Financial Planner

Ann helps Wise Investor Group clients with college, retirement and estate planning. She has extensive experience in investment planning and branch operations, and is a CERTIFIED FINANCIAL PLANNER^TM practitioner. She graduated with a BA in Economics from the University of Virginia. Before joining our group in 2003, Ann was a financial advisor with a large financial services provider. Ann provides AARP tax assistance on a volunteer basis and has also been a guest on The Wise Investor Radio Show. In her spare time, she enjoys playing violin with the Reston Community Orchestra.

Patty Callahan
Client Planning Specialist

Patty works with clients to develop customized financial plans to reach their goals. She specializes in retirement and estate planning services. Prior to joining the Wise Investor Group in 2005, she was a bank regulator and also served a one-year fellowship on Capitol Hill. Patty has a BS in both Finance and Management from Virginia Tech and has completed her Certificate in Financial Planning from Georgetown University. She is also a tax counselor for the AARP Tax-Aide Program on a volunteer basis.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^TM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.