Better Business Bureau

Team

Susan holds a BA degree from Mary Washington College and an MBA in Management from Webster University. Susan has been in the investment industry since 1996 and founded Wilkinson Wealth Management, LLC in 2008 in order to provide...

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Bryan is the newest member of the Wilkinson Wealth Management team and a CERTIFIED FINANCIAL PLANNER™ with over 12 years of experience in the financial planning industry. He believes that an over-abundance of news and information...

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Bob holds a BA degree from Rutgers University and Master’s Degrees in Systems Management from the University of Southern California and Business Management from Central Michigan University. Bob has been a registered investment...

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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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Jacquelyn Nasca, MS

Operations Manager / Client Services Associate

Jacquelyn Nasca is the Operations Manager / Client Services Associate for Wilkinson Wealth Management, LLC, where she is responsible for office management services and administrative components of client accounts. Jackie is a US Army...

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