115 The Plains Road, P.O. Box 2264
President and Financial Advisor
Tom Wiseman launched his career in the Financial Services industry with a focus on mutual funds in 1985, after studying at the College of Wooster. Tom later moved to Virginia and founded Wiseman & Associates. After successfully...
Lucy began working with W&A in December of 2014. Lucy aids in new business development and current client management. Prior to this position, Lucy worked as a Registered Paraplanner for a financial planning firm in Warrenton, VA. Lucy...
Reid joined our team in May of 2020. As administrative associate he helps with the operational side of the business with a focus on life insurance. He was born and raised in Warrenton, VA and studied Communications at Longwood...
Director of Marketing
Katherine began working for Wiseman & Associates in January of 2012, with the opening of the new offices in Middleburg. Katherine has worked in the marketing and communications arena for profit and non-profit groups since 1985. She was...
Our Strategic Partner:
Insurance Solutions Specialist
With over 20 years’ experience, CEO and President of Three Points Insurance Design Seth Wasserman has built a niche in the insurance industry by helping advisors increase revenue and grow their own businesses. Spending time in...