Wiseman & Associates Financial Services, LTD |
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Kathleen M. CreganController
Phone: 540-722-6403 Kathleen directs the overall finances and accounting practices of Wiseman & Associates. Overseeing treasury, accounting, budget, tax, and audit activities are a few of Kathleen's daily responsibilities. In addition, she manages financial and accounting system controls and standards, and ensures timely financial and statistical reports for management. A CPA and graduate of Middlebury College, Kathleen has held corporate accounting positions at both small, closely-held firms and large, multinational corporations. ![]() ![]() ![]()
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Securities and advisory services are offered through LPL Financial, a registered broker-dealer and SEC registered investment advisor. Member FINRA/SIPC. Tom Wiseman and Stephanie Smith, Representatives, Registered Representatives are licensed in the following states: Life Insurance Products: NC, NY, PA, TN, VA, WV. Securities: AL, AZ, CA, DE, FL, MA, MD, MI, MO, NC, NY, PA, SC, TN, VA, WI, WV. LPL Financial does not offer tax or legal advice. |
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