Nichole Curtis
Registered Client Relationship Assistant Supervisor

Nichole is the client service and support supervisor for the Wise Investor Group. Her responsibilities include overseeing the administrative staff as well as coordinating with the Financial Planners and Advisors to better assist our clients. Nichole lives each day with the belief that positive thinking leads to positive results and commits her-self to ongoing education. In her free time, she volunteers as a Brownie leader to 12 girl scouts. She lives in Brambleton, Virginia with her daughter and husband, Brandon.

Heather Phelps
Client Relationship Assistant

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

Shannon provides ongoing account maintenance, account processing and client support with Baird OnLine Accounts. She also maintains cost basis for our clients’ accounts and provides assistance with all operating cashiering assistant procedures. Shannon has been with the Wise Investor Group since 2006 and continues to expand her knowledge in the industry. She lives in Chantilly, Virginia and enjoys spending time with friends and family. She is excited to become a new mother in March 2009.

Janet Noland
Client Relationship Assistant

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. She is pursuing a degree in Finance from George Mason University. Janet enjoys collecting antiques and lives in Leesburg, Virginia.

Edward Holton
Operations Assistant

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.

Kim Zupan
Branch Receptionist

Kim is the Receptionist for the Wise Investment Group, communicating first with our clients and then appropriately relaying messages to our team members. Her responsibilities include, but are not limited to greeting and assisting clients. She also assists with event planning, coordination, registration, and seminars. Kim works closely with our administration team, but always lends a hand where ever she may be needed. In her free time she enjoys participating in or watching any athletic events, spending time with friends and family, and playing with her puppy, Buster. Kim lives in Ashburn, Virginia.

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