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Experienced and Caring Professionals

Offering diverse specialties and collective expertise.


Welcome to The Wise Investor Group

For more than 25 years, The Wise Investor Group has been dedicated to serving the financial needs of individuals and families. Our portfolio management, financial planning and investment professionals average 22 years in the industry and over 15 years with the team.

Managing more than $2.9 billion in equity, balanced and fixed income accounts, our reputation and significant growth derive from our commitment to expert advice and personalized client service. With highly-specialized professionals in-house and an accessible network of experts at Baird, we continuously work to ensure the recommendations we deliver are well-researched and in line with your unique needs and goals.

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Simon R.B. Hamilton

Portfolio Manager

Simon R.B. Hamilton

Managing Director

Portfolio Manager


As one of The Wise Investor Group's three partners, Simon Hamilton leads the team's portfolio management department, serving as a key member of the Investment Decision Committee. He is an instrumental voice in investment policy, security selection, asset allocation, and client management decision-making. A managing director at the firm with more than 25 years of experience, he co-hosts The Wise Investor Show podcast.

Simon has been recognized as one of the top financial professionals in both Virginia and the nation by Barron's, Forbes and The Financial Times. Since joining Baird in 2007, he has been recognized as a member of our Chairman's Club, which honors the firm's top financial advisors. For the past 10 years, he has earned the Top Ten Award, which honors the top 10 percent of producers at the firm.

A member of the prestigious 1919 society, Simon earned his bachelor's degree from Haverford College. Prior to teaming up with The Wise Investor Group in 2004, he successfully built his own practice with Smith Barney and Ferris, Baker Watts. He lives with his wife and three daughters in Vienna, VA. In his free time, he serves as a board member of Vienna Youth Soccer, coaches youth sports and enjoys cheering on his hometown’s sports teams, the Baltimore Ravens and the Orioles. 



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Gregory S. Smith

Senior Financial Planner

Gregory S. Smith, CFP®, ChFC®, CPWA®, CTFA

Managing Director

Senior Financial Planner


Greg was a founding member of The Wise Investor Group back in 1999, responsible for forming and developing the team's financial planning department. He focuses on retirement, college and estate planning for his clients with an emphasis in maximizing quality of life while minimizing fear of running out of money. A CERTIFIED FINANCIAL PLANNER™ practitioner, he serves as a financial planning mentor through the Financial Planning Association. 

He has a bachelor's degree in psychology from the University of Arizona, a master's degree in psychology from George Mason University and a master's degree in financial planning from the College for Financial Planning. With a master’s degree in both financial planning and psychology, Greg's philosophy is that the best financial planners have the mind of a capitalist and the heart of a social worker. 

Outside of work, Greg lives in Northern Virginia with his wife and children. In his free time, he enjoys running, playing the piano, singing and playing with his kids.


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David G. Mount

Portfolio Manager
 

David G. Mount

Director

Portfolio Manager


David Mount is a portfolio manager with Baird. Acting in this capacity since 2007, he specializes in portfolio management and asset allocation and takes satisfaction in collaborating with his clients to create investment solutions that complement their specific goals. 

As a designated PIM (Private Investment Management) manager, David's role requires him to go above and beyond the high standards Baird maintains for all of its financial advisors. Those who qualify to become PIM managers undergo rigorous scrutiny and due diligence to ensure they employ best practices and comply with stringent investment management industry regulations. Baird requires PIM managers to complete a comprehensive portfolio management course to demonstrate proficiency and expertise; they must also meet a specific securities industry experience requirement. 

David began his career in financial services in 1999 with Legg Mason, joining Ferris, Baker Watts as an investment executive in 2001. He earned a bachelor's degree in economics from the University of Arizona and a certificate in financial planning from Georgetown University.


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Ann A. Summerson

Financial Planner

Ann A. Summerson, CFP®

Director

Financial Planner 


A CERTIFIED FINANCIAL PLANNER™ practitioner with Baird, Ann Summerson joined The Wise Investor Group in 2003. She combines her long-felt interest in financial planning with a genuine, personal interest in helping her clients succeed. She began her financial services career at Prudential Securities, joining their securities broker training program in 1998. She then joined The Wise Investor Group in 2001 as a financial planner at Ferris, Baker Watts, Inc. 

Ann graduated from the University of Virginia with a bachelor’s degree in economics. She’s specifically interested in the continuing care retirement community, including the concerns of both senior family members and the children caring for them. She lives in Reston, VA and has played the violin in the Reston Community Orchestra for the past 20 years. In her free time, she enjoys riding her bike and traveling internationally.


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Chase B. Hinderstein

Portfolio Manager

Chase B. Hinderstein

Director

Portfolio Manager


Chase Hinderstein is a private wealth management portfolio specialist with Baird, joining The Wise Investor Group in 2003. He is a key member of the group’s 3 person Investment Decision Committee, making the day to day decisions on investments. He provides clients with portfolio analysis and guidance in fixed income investing, as well as supports the firm’s social media efforts. He is a co-host of the Wise Investor Show Podcast, available every Saturday at 8 a.m.

Chase earned his bachelor’s degree in international relations with a focus in economics from Clark University. He became a financial advisor at Morgan Stanley Smith Barney in 1997 before joining The Wise Investor Group at Ferris, Baker Watts in 2003 as a portfolio manager. He takes a big-picture approach to investing, focusing on the longterm trends that develop worldwide. He finds taking a broad, common-sense look at the markets helps him identify which trends will be the most resilient over time.

Chase draws inspiration from the famous Canadian value investor, Peter Cundill, who wrote: “strategies and disciplines ought to be always tempered by intelligence and intuition.” On evaluating stocks, he looks at companies from a bottom-up approach, focusing on the substance and resilience of the businesses characteristics, then applies them to their place in the overall market relative to valuation.

He lives in Clifton, VA, with his wife, Corey. He enjoys traveling, watching racing and practicing his photography skills.


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Matthew B. Anderson

Financial Planner

Matthew B. Anderson, CFP®, CPWA®, CLU®

Director

Financial Planner


A financial planner with Baird, Matthew Anderson joined The Wise Investor Group in 2008. The founder of the group's risk management department, he specializes in retirement planning. With over 20 years of industry experience transitioning individuals to retirement, Matt helps clients address and analyze the following financial planning topics: retirement income and withdrawal strategies, Social Security, retiree life and healthcare insurance, downsizing and relocation decisions, and gifting and estate distribution strategies. His goal is to understand the "why" behind his clients' objectives. In doing so, he is able to design comprehensive financial plans that truly reflect his clients' values and principles. 

Matt is a graduate of Lehigh University and has a bachelor's degree in economics. He is a CERTIFIED FINANCIAL PLANNERTM practitioner and the co-host of The Wise Investor Show. In his free time, he enjoys playing ice hockey, reading historical non-fiction and spending quality time with his wife and three children. He is a long-time Northern Virginia resident and a die-hard Washington Redskins and Washington Capitals fan.


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Chris A. Aime

Financial Advisor

Chris A. Aime, CFP® 

Managing Director

Financial Advisor


A managing director and financial advisor at The Wise Investor Group, Chris manages the day-to-day operations of equity and income analysis and trading. He joined The Wise Investor Group as a trader, heading up the trading department when the team transitioned to Baird in 2007. He currently focuses on investment research and sits on The Wise Investor Group’s Investment Decision Committee. 

After graduating with a bachelor’s degree in finance from George Mason University, Chris spent time at Legg Mason and Prudential, primarily educating 401(k) participants about their investment choices. He then joined Ferris, Baker Watts and The Wise Investor Group in 2001. He lives in Leesburg, VA with his wife and enjoys golfing, running and biking.


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Nicholas M. Sorden

Associate Financial Advisor

Nicholas M. Sorden

Senior Vice President

Associate Financial Advisor


Nick Sorden is focused on working with our next generation of clients. He helps newer investors organize their finances, plan for the future and manage their investments. Nick graduated from Columbia University with a degree in economics, later earning his M.B.A. in 2018 from Georgetown University's McDonough School of Business. 

Nick worked as a financial analyst at Willis Inc. and as a business risk consultant with Deloitte & Touche. He joined The Wise Investor Group in 2012 to lead the team's operations, communications and organizational planning. Nick is a United States Coast Guard Veteran, recipient of the Coast Guard Achievement Medal, and the Commandant’s Letter of Commendation. He lives with his family in Manassas. In his free time, he enjoys swimming, cycling, and spending time with his three children.


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Edward P. Holton

Senior Trading Specialist

Edward P. Holton

Senior Trading Specialist


Edward Holton is a senior trading specialist for The Wise Investor Group. Joining the firm in 2007, Ed is responsible for transaction execution, individual allocation and analysis, and the monitoring of specific client instructions regarding the proscribed holdings and limitations based upon the client's needs. 

In addition to over 10 years of industry experience, Ed has attained his Series 7, 66 and Virginia insurance licenses. He and his family live in Ranson, WV. In his free time, he enjoys golfing and cheering for the Capitals and the Orioles. 


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Kevin Haddon

Trading Specialist

Kevin Haddon

Trading Specialist


Kevin Haddon is a trading specialist at The Wise Investor Group. Joining the team in 2015, he is responsible for assisting the traders in monitoring specific client instructions regarding proscribed holdings or limitations based upon client needs. A native of Herndon, VA, Kevin earned his bachelor’s degree in finance from Virginia Tech in 2003. Since then, he has gained experience in the Northern Virginia area at Mason Dixon Funding, Wells Fargo and most recently, the Intercoastal Mortgage Company. 

With over 10 years of experience in loan analysis, management, policies and procedures, Kevin has established a proven ability to develop and enhance business relationships through critical analysis and effective communication with his clients. Outside of the office, he dedicates his time and energy to his four young children, coaching their youth baseball and basketball teams.


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Vasilios Rajendra

PWM Financial Analyst

Vasilios Rajendra CFA® 

PWM Financial Analyst


Vasilios Rajendra is an Analyst at The Wise Investor Group. He joined the team in 2016 and conducts investment research by identifying investment opportunities and reviewing current holdings based upon client needs. He previously worked at The Motley Fool, and provided support for trading programs as an intern with The Wise Investor Group. 

Vasilios earned a bachelor’s degree in economics and government from The College of William and Mary and is a Chartered Financial Analyst®. He lives in Arlington, VA, and enjoys playing soccer and basketball, as well as golfing in his spare time.


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Matias Rodlauer

Client Assistant

Matias Rodlauer

Client Assistant 


Matias Rodlauer is a client assistant for The Wise Investor Group, supporting the investment process by researching and analyzing companies. He specializes in individual equity research and strategy. Prior to joining The Wise Investor Group, Matias was a research analyst, identifying macro and market trends from a portfolio management perspective. 

He earned his bachelor’s degree in economics and financial markets from Colby College in 2014. Living in McLean, VA, Matias enjoys the outdoors — whether he’s on the soccer field, hitting a two iron, skiing down the slopes or surfing on the West Coast. 


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Heather E. Phelps

Client Assistant

Heather E. Phelps

Client Assistant


Heather Phelps is a client assistant for The Wise Investor Group. Joining the team in 2006, she is responsible for account maintenance, cross-functional training and client support for Baird Online, which offers clients online access to their wealth management accounts. 

Heather began her career in customer service in 1997. A self-described “people person,” she enjoys finding creative solutions to her clients’ unique concerns. She earned an associate’s degree from Northern Virginia Community College and her bachelor’s degree in communications from George Mason University. She lives in Ashburn, VA and spends much of her free time outdoors, especially volunteering with the Fauquier County Girl Scouts.


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Angie Miller

Client Assistant

Angie Miller

Client Assistant 


Angie Miller is a Client Assistant for The Wise Investor Group. She is responsible for the client onboarding process, which includes managing the prospect pipeline, assisting with generating proposals, opening accounts, and establishing client service plans.

Before joining Wise, she worked at TD Ameritrade Institutional, Inc. for 7 years—climbing her way up from a Financial Representative to an Assistant Team Manager of Wealth Management.  

Angie earned her bachelor’s degree in Business Administration from Texas Woman’s University in 2012. Originally from Fort Worth, Texas, she is a recent Ashburn transplant.

In her free time, she enjoys volunteering and was a long-term member of Habitat for Humanity before moving to Virginia. She also likes spending time with her family and planning vacations (she’s hoping to go on safari next).


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Tamara Burkhalter

Client Assistant

Tamara Burkhalter

Client Assistant 


Tamara Burkhalter is the team's Branch Operations Assistant. Some of her daily responsibilities include administrative support, answering client calls, and scheduling client meetings.

Tamara previously worked in the hospitality industry. Throughout her four years at Lansdowne Resort and Spa in Leesburg, she started at the front desk, progressed to rooms controller, and ultimately worked as the Events Catering Coordinator. 

Tamara graduated in 2014 from Northern Virginia Community College and received an associate degree in Business Administration. 

Currently residing in Leesburg, Virginia, Tamara enjoys hiking, working out, and traveling. As a people person, she always aims to bring a smile to our client's faces. 


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Samanta Rodriguez

Marketing Assistant

Samanta Rodriguez

Marketing Assistant 


As the team's Marketing Assistant, Samanta Rodriguez helps ensure that the Wise Investor Group's marketing initiatives run smoothly. Her responsibilities include working on the podcast & radio show, updating the website and posting to social media, email communications, and coming up with new ways to market the team's efforts and recognitions to the public.

In 2019, Sam graduated from Pennsylvania State University, University Park, with a major in Public Relations as well as minors in Digital Media Trends & Analytics and German. 

Prior to the Wise Investor Group, Sam worked as a Business Development Consultant for Oracle. Later on, joining their sales team as an Account Manager.

Originally from Mexico City, Sam grew up traveling and living in different countries such as Germany and Switzerland. She lives in Ballston now with her best friend and new pug puppy, Blooper.