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 &...

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...

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...

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®

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...

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...

Katy joined Wilkinson Wealth Management in January of 2019 as an Operations Assistant, where she is responsible for office management services and administrative components of client accounts. She brings with her experience in the...

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...

Colleen Lussier has been working in the financial services industry for over 30 years and has joined Wilkinson Wealth Management, LLC as the Client Services Manager where she is responsible for the administrative components of...

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...

Suzanne Wade joined Wilkinson Wealth Management in May of 2021 and is the Marketing Coordinator. Suzanne is focused on increasing brand awareness, developing and executing strategic marketing plans, media planning, and sales strategy....