Gregory S. Smith, CFP^®, ChFC
Managing Director
Senior PWM Financial Planner

Greg focuses his practice on Financial Planning, including retirement, college 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. Greg is a seminar lecturer, author, educator and host on The Wise Investor radio show. He was named among America’s Best Financial Planners in 2005 by Consumer’s Research Council of America. Greg holds an MS in Financial Planning from The College for Financial Planning and an MA in Psychology from George Mason University. Greg could be coming to a living room near you to sing and play the piano, which he enjoys doing in his spare time.

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 is a frequent guest on The Wise Investor Show and has conducted many seminars. In her free time, she enjoys playing the violin with the Reston Community Orchestra. She also takes the occasional tennis lessons in her bid to master the official Reston pastime.

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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.