Better Business Bureau


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...

Read more

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...

Read more

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...

Read more

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...

Read more

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...

Read more


Have A Question?

Thank you! Oops!

Recommended Content

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.