Our Team

Susan Wilkinson, MBA, CFP®, CDFA®, SE-AWMA

Susan M. Wilkinson, MBA, CFP®, CRPS,  CDFA®, SE-AWMA (she/her)

Founder, Managing Partner | Financial Advisor | LPL Registered Principal

434-202-2521

Bryan Strickland, CFP®

Bryan Strickland, CFP® (he/him)

Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Professional

434-202-2521

Kirsten Ashbaugh

Kirsten Ashbaugh, CFP® (she/her)

Financial Advisor | Director of Sales | CERTIFIED FINANCIAL PLANNER™ Professional

434-202-2521

Jacquelyn Nasca, MS

Jacquelyn Nasca, MS (she/her)

Financial Advisor | Accredited Financial Counselor®/AFC | Financial Coaching and Budgeting Specialist

434-202-2521

Peter Mindnich

Peter Mindnich (he/him)

Financial Advisor | Client Relationship Manager

434-202-2521

Tom Antonelli, CFA®

Tom Antonelli, CFA® (he/him)

Financial Advisor | Chartered Financial Analyst®

434-401-3443

Frank Flaschenriem

Frank Flaschenriem (he/him)

Director of Operations & Technology, Research & Analytics

Darren Kinsey

Darren Kinsey, CFP® (he/him)

Manager of Financial Planning Services

434-202-2521

Alyson Martin

Alyson Martin (she/her)

Manager of Marketing and Events | Senior Marketing Consultant

434-202-2521