Our Team

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...

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...

Alyson Martin is the Marketing Coordinator for Wilkinson Wealth Management, LLC, where she is responsible for the supervision and execution of all marketing, media, and event efforts...

Angela joined Wilkinson Wealth Management, LLC in November 2021 as Manager of Client Experience and Client Services Associate. She is eager to assist our clients in any way she can. Previously, she came from the Virginia Farm Bureau as...

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...

Jamy Musselman is the Administrative Assistant for Wilkinson Wealth Management, LLC, where she is responsible for answering the phone, greeting clients in the lobby, coordinating meetings, and facilitating a variety of admin support...

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...