Broker Check

Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Thomas R. Wiseman, II

President and Financial Advisor

(540) 687-7077

(540) 301-0031

twiseman@wisemanandassociates.com

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...

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Lucy Zimmerman

Financial Advisor

(540) 687-7077

(540) 301-0031

lzimmerman@wisemanandassociates.com

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...

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Reid Turnure

Administrative Associate

(540) 687-7077

(540) 301-0031

rturnure@wisemanandassociates.com

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...

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Katherine Berger

Director of Marketing

(540) 687-7077

(540) 301-0031

kberger@wisemanandassociates.com

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...

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Our Strategic Partner:

Seth Wasserman

Insurance Solutions Specialist

(540) 687-7077

seth@threepointsinsurancedesign.com

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...

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