Helping others pursue financial independence has always been a goal for Susan Wilkinson. After 12 years at large brokerage firms, she started Wilkinson Wealth Management, LLC in 2008 to help clients work toward financial independence through unbiased, conflict-free investments and planning. With undergraduate degrees in Economics and Sociology, as well as an MBA, she is well-qualified to guide people through the intricacies of planning their financial lives.
As a registered LPL Financial Advisor, Susan assists clients with retirement planning, investments, insurance, and business benefits. Contact her today for a consultation regarding your financial plan.