Randy R. Beeman
Senior Vice President
Financial Advisor

Randy has more than 15 years of experience managing financial assets for individuals and corporations. He is co-founder of the Wise Investor Group and currently leads the investment analysis team. His prior experience includes building entrepreneurial business ventures from start-up to eventual sale, as well as providing accounting services for public firms and private corporations. Randy received his BS in Accounting from the University of Maryland and MBA in Finance from Shenandoah University. He is an author, lecturer and host of The Wise Investor Radio Show and Midweek Update.

Chris Aime, CFP^®
Senior Vice President
Financial Advisor

Chris has ten years of experience trading securities, options, municipal bonds, and preferred securities. He is a CERTIFIED FINANCIAL PLANNER^TM practitioner and the lead securities analyst for the Wise Investor Group. In addition to managing day-to-day operations of equity and income analysis and trading, Chris is a municipal bond and preferred securities coordinator for the Wise Investor Group. He received a BS in Finance from George Mason University. Chris's motto in life is to always do it right the first time. He lives in Oak Hill, Virginia, with his wife, Jodi, and his two children, Rachael and Nick.

Lily Poy
Analyst

Lily has seven years of experience with the Wise Investor Group. She is an analyst with the group and partners with the portfolio management team to implement asset allocation changes in client portfolios on a daily basis. She holds a BA from the University of Washington and has her Professional Accounting Certificate from the University of Virginia. In her free time Lily enjoys listening to piano music, learning Chinese proverbs and playing tennis. She lives in Fairfax, Virginia.

Ryan Unthank
Analyst

Ryan is an analyst with the Wise Investor Group and partners with the portfolio management team to implement asset allocation changes in client portfolios on a daily basis. His area of expertise is in fixed income. Ryan holds a BA in Finance from Virginia Tech. When he's not analyzing opportunities for the fixed-income portfolio, he's analyzing the performance of his other favorite team, the Washington Redskins.

Lamar Watson
Analyst

Lamar is an analyst with the Wise Investor Group and partners with Eric Wightman to implement asset allocation changes in client portfolios on a daily basis. He obtained a BA in Management in 2007 from George Mason University. Lamar lives in Reston, Virginia.

James D. Schneider
Analyst

James joined the Wise Investor Group in 2000 as an analyst, specializing in equity securities. He partners with the portfolio management team to implement asset allocation changes in client portfolios on a daily basis. He holds a BA in Finance from George Mason University. James lives in Falls Church, Virginia.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^TMand 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.