Meet the Team
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.
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.
Manager of Marketing and Events | Senior Marketing Consultant
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...
Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Professional
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...
Manager of Financial Planning Services
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...
Client Services Associate
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...
Director of Operations & Technology, Research & Analytics
Frank Flaschenriem is the Director of Operations & Technology, Research & Analytics for Wilkinson Wealth Management LLC, and has worked in the financial services industry for more than 25 years. He received his Bachelor of Science degree...
Financial Advisor | Accredited Financial Counselor®/AFC | Financial Coaching and Budgeting Specialist
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®
Supervisor of Operations
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...
Financial Advisor | Financial Planner | Manager of Strategic Planning & Training | Technology Manager
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...
Financial Advisor | Client Relationship Manager
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...
Founder, Managing Partner | Financial Advisor | LPL Registered Principal
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 &...
Financial Advisor | Chartered Financial Analyst®
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...
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.