115 The Plains Road, P.O. Box 2264
The Wiseman & Associates team has decades of knowledge and experience, and we’re ready to put that expertise to work for you. Your goals are our goals, and we succeed when you succeed. While our team comes from a range of backgrounds, our financial advisors and life insurance professionals all have one thing in common—our commitment to our clients. You can learn more about each of our team members in the biographies below.
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...
Dena joined the Wiseman team in 2022 where she leads the administrative side of W&A’s Life Insurance department. Prior to her time with W&A, she worked for an investment firm in Winchester, VA and has held other financial...
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...