Matthew B. Anderson, CFP^®, ChFC, CLU
PWM Financial Planner

Matt provides Financial Planning services to clients, specializing in annuity and insurance planning. He has 10 years of experience in the investment industry. He is a CERTIFIED FINANCIAL PLANNER^TM practitioner and holds the Chartered Financial Consultant and Chartered Life Underwriter designations. He received his BS in Business and Economics from Lehigh University. Matt lives in Fairfax, Virginia with his wife, Elizabeth, and their son.

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.

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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.