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Randy R. Beeman
Managing Director
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 Show on WMAL 630 AM in Washington DC and the Midweek Update pod cast. Randy lives with his family in Loudoun County, Virginia. |
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Chris Aime, CFP®
Senior Vice President
Financial Advisor
Chris has more than 10 years' experience trading securities, options, municipal bonds, and preferred securities. He is a CERTIFIED FINANCIAL PLANNERTM 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 their two children. |
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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 BS 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. Ryan lives in Brambleton, Virginia. |
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Lamar Watson
Analyst
Lamar is a Security Analyst for the Wise Investor Group and assists Eric Wightman in day-to-day operations of portfolio management. Lamar received a BS in Business Management from George Mason University. He is also a Level 1 CFA candidate.
Lamar enjoys playing basketball and spending time with his family. Lamar lives in Reston, Virginia.
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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 BS in Finance from George Mason University. In his spare time James enjoys watching his favorite team, the Pittsburgh Steelers, and spending time with his family. James lives in Herndon, Virginia. |
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTMand 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. |
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Financial Planning Team
Portfolio Management Team
Account Service Team
Insurance & Annuity Services Team
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