Susan M. Wilkinson, MBA, CFP®, CDFA®, SE-AWMA
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 &...
Bryan Strickland, CFP®
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...
Tom Antonelli, CFA®
Financial Advisor | Chartered Financial Analyst®
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, MS
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®
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...
Darren Kinsey
Paraplanner
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 Ashbaugh, CFP®
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...
Alyson Martin
Manager of Marketing and Events | Senior Marketing Consultant
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...
Dustin Ciraco
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...
Garrett Shanks
Client Services Associate
Jamy Musselman
Supervisor of Operations
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
Financial Advisor | Client Relationship Manager
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...