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115 The Plains Road, P.O. Box 2264, Suite 100, Middleburg, VA 20118

(540) 687-7077
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The Sky's The Limit

Pursue your dreams with a financial advisor.

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The Golden Egg Annuity Strategy's purpose is to create a secure, pension-like income stream to cover essential expenses in retirement, helping with protecting against the risk of outliving savings.

Ask us how we can help you plan for a more reliable income in retirement.
Our goal is to help you
KEEP YOUR MONEY!

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We Always Put You First

Honesty, and integrity are the cornerstones of our practice.

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Experienced Insurance Advice

Our knowledgeable and experienced financial advisors are always looking ahead.

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Financial Freedom

Financial Freedom

Your financial advisor will work closely with you to develop a strategy that aims to give you financial freedom. We have your back.

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You're Our #1 Priority

You're Our #1 Priority

Our firm is based on our relationships with our clients, plain and simple. We're here to provide you with financial advice at every juncture in life.

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Working For You, Not Wall Street

Working For You, Not Wall Street

We work with integrity and trust for you, not for Wall Street. Your success is our success, and we'll work with you every step of the way.

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Our Team

Thomas Wiseman

Thomas R. Wiseman, II

President and Financial Advisor

(540) 687-7077

Dena Jaques

Dena Jaques

Operations Manager

(540) 687-7077

Joe Constantino

Joe Constantino

Wealth Advisor

(540) 687-7077

Katherine Berger

Katherine Berger

Director of Marketing

(540) 687-7077

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