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 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...
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, CFP®
Manager of Financial Planning Services
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 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...
Brianna Bloomberg
Administrative Assistant
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 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...
Peter Mindnich (he/him)
Financial Advisor | Client Relationship Manager
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...