Thomas R. Wiseman, II
President and Financial Advisor
(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...
Lucy Zimmerman, CFP ®
Financial Advisor
(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...
Dena Jaques
Administrative Assistant
(540) 301-0031
djaques@wisemanandassociates.com
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...
Katherine Berger
Director of Marketing
(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...