At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Alyson Martin

Manager of Marketing and Events | Senior Marketing Consultant

434-202-2521

Alyson Martin is the Marketing Coordinator for Wilkinson Wealth Management, LLC, where she is responsible for the supervision and execution of all marketing, media, and event efforts...

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Brianna Bloomberg

Administrative Assistant

Brianna.bloomberg@lpl.com

Brianna – or Brie, as she likes to be called –  is the Administrative Assistant for Wilkinson Wealth Management, LLC, where she is responsible for answering the phone, greeting clients in the lobby, coordinating...
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Bryan Strickland, CFP®

Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Professional

434-202-2521

Bryan has been working in the financial planning industry since 2004 and joined Wilkinson Wealth Management in 2016. He is a CERTIFIED FINANCIAL PLANNER™ and believes that financial planning is the foundation to pursuing all your...

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Darren Kinsey

Paraplanner

434-202-2521

Darren Kinsey is the Paraplanner/Client Services Associate for Wilkinson Wealth Management, LLC, where he is responsible for assisting with Financial Planning and administrative components of client accounts. Darren holds a degree in...

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Dustin Ciraco

Client Services Associate

434-202-2521

dustin.ciraco@lpl.com

Dustin was hired as a Client Services Associate at Wilkinson Wealth Management in June of 2022. He moved to Charlottesville in 2018, when he accepted a position at the University of Virginia as the Financial Education Coordinator in...

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Frank Flaschenriem

Director of Operations & Technology, Research & Analytics

Frank Flaschenriem is a Research Assistant for Wilkinson Wealth Management LLC, where he works under the direction of Susan to perform quantitative and qualitative analysis and evaluate statistical information. Frank has worked in the...

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Garrett Shanks

Client Services Associate

434-202-2521

garrett.shanks@lpl.com

Garrett Shanks was hired in August 2022 as a Client Services Associate for Wilkinson Wealth Management. He helps our team with a variety of client servicing, operations, and administrative tasks as a part of his role.Garrett is from...
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Jacquelyn Nasca, MS

Financial Advisor | Accredited Financial Counselor®/AFC | Financial Coaching and Budgeting Specialist

434-202-2521

Jacquelyn Nasca has been with Wilkinson Wealth Management in a variety of capacities since 2012. Now, as an LPL Financial Advisor, she brings 12 years of experience as an Accredited Financial Counselor®

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Jamy Musselman

Supervisor of Operations

434-202-2521

jamy.musselman@lpl.com

Jamy Musselman is the Administrative Assistant for Wilkinson Wealth Management, LLC, where she is responsible for answering the phone, greeting clients in the lobby, coordinating meetings, and facilitating a variety of admin support...

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Kirsten Ashbaugh, CFP®

Financial Advisor | Financial Planner | Manager of Strategic Planning & Training | Technology Manager

434-202-2521

Kirsten joined Wilkinson Wealth Management in 2020 from a career in intelligence and national security. As a financial advisor, she aims for all her clients to feel collected and confident about their financial vision. She applies...

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Peter Mindnich

Financial Advisor | Client Relationship Manager

434-202-2521

Peter Mindnich joined Wilkinson Wealth Management as a Client Services Assistant in January 2021. He is responsible for assisting with all tasks related to a successful client experience and assisting advisors. Originally from New...

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Susan M. Wilkinson, MBA, CFP®, CDFA®, SE-AWMA

Founder, Managing Partner | Financial Advisor | LPL Registered Principal

434-202-2521

Susan has been in the investment industry since 1996 and in 2008 founded Wilkinson Wealth Management, LLC in order to provide financial advice to families and local businesses. Areas of Experience Wealth Management Retirement &...

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Tom Antonelli, CFA®

Financial Advisor | Chartered Financial Analyst®

434-401-3443

Tom joined Wilkinson Wealth Management in 2019 and is a CHARTERED FINANCIAL ANALYST™ He has been working in the investment management and portfolio management business for over 35 years. He believes that an individualized, custom...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.