Our Team

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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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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Tom Antonelli, CFA®

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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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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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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Darren Kinsey, CFP®

Manager of Financial Planning Services

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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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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Alyson Martin

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

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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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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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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Jamy Musselman

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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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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