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 (she/her)

Manager of Marketing and Events | Senior Marketing Consultant

434-202-2521

alyson.martin@lpl.com

Alyson Martin is the Manager of Marketing and Events at Wilkinson Wealth Management, LLC, where she is responsible for the supervision and execution of all marketing, media, and event efforts. She has a double BA in English Nonfiction Pr...

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Brianna Bloomberg (she/her)

Office Manager and Client Service Associate

Brianna.bloomberg@lpl.com

Brianna – or Brie, as she likes to be called – is the Office Manager at Wilkinson Wealth Management, LLC. With a passion for seamless operations, Brie handles phone communications, extends warm greetings to clients, coordinates meetings...

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Bryan Strickland, CFP® (he/him)

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, CFP® (he/him)

Manager of Financial Planning Services

434-202-2521

Darren Kinsey is the Manager of Financial Planning Services for Wilkinson Wealth Management, LLC. Darren is the primary person for financial planning operations. He assists advisors in all aspects of completing financial plans, so if...

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Delton Hanson

Director of Operations

delton.hanson@lpl.com

“I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel." -Maya AngelouDelton Hanson is the Director of Operations for Wilkinson Wealth Management...

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Dustin Ciraco, CFP®, AFC® (he/him)

Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Professional

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 Stud...

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Jacquelyn Nasca, MS (she/her)

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. As a Financial Advisor, she brings 14 years of experience as an Accredited Financial Counselor® helping...

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Jamy Musselman (she/her)

Supervisor of Operations

434-202-2521

jamy.musselman@lpl.com

Jamy Musselman is the Supervisor of Operations for Wilkinson Wealth Management, LLC. She has an Associate’s degree in Biology and spent the last ten years working her way up in the restaurant industry from Hostess to Manager. As a result...

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Jessica Roberts (she/her)

Administrative Assistant

Jessica Roberts (she goes by Jess) is the Office Admin for Wilkinson Wealth Management. Native to the area, she grew up in Nelson Country and moved to Charlottesville as an adult. She found Wilkinson while she was looking for more...
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Kirsten Ashbaugh, CFP® (she/her)

Financial Advisor | Director of Sales | CERTIFIED FINANCIAL PLANNER™ Professional

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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Mitchell Moore (he/him)

Financial Planning Associate

mitchell.moore@lpl.com

Mitchell is a Financial Planning Associate for Wilkinson Wealth Management. He will be assisting Darren in scheduling, entering, building, and running planning meetings with our clients. He will also be part of driving improvements and...
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Peter Mindnich (he/him)

Financial Advisor | Client Relationship Manager

434-202-2521

peter.mindnich@lpl.com

Peter Mindnich is a financial advisor and Client Relationship Manager for Wilkinson Wealth Management. He has a B.A. in American History from the University of Vermont, his series 7 and series 66 licenses, and experience with client rela...

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Susan M. Wilkinson, MBA, CFP®, CRPS,  CDFA®, SE-AWMA (she/her)

Founder, Managing Partner | Financial Advisor | LPL Registered Principal

434-202-2521

Susan is the founder and managing partner of Wilkinson Wealth Management. With over 25 years of experience, she is passionate about supporting and guidance clients as they work toward their financial goals. She is known for building long...

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Tom Antonelli, CFA® (he/him)

Financial Advisor | Chartered Financial Analyst®

434-401-3443

Tom is a Senior Wealth Advisor / Financial Advisor at Wilkinson Wealth Management. He joined our team in 2019, is a Chartered Financial Analyst®, and has over 35 years of experience in investment and portfolio management. He believes tha...

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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.