Better Business Bureau

Our Team

Our first priority is helping you take care of yourself and your family.  Our team is made up of (back row L-R) Darren Kinsey, Operations; Tom Antonelli, CFA®; Bryan Strickland, CFP®; Britt Hockenberry, CFP® and (front row L-R) Jacquelyn Nasca, Financial Advisor; Frank Flaschenriem, Research / Analytics; Susan Wilkinson, CFP®, Katy Haney, Operations. 

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 joined Wilkinson Wealth Management in 2016 and is a CERTIFIED FINANCIAL PLANNER™ and has been working in the financial planning industry since 2005. He believes in financial planning as a foundation to achieving goals and...

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Tom Antonelli, CFA®




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...

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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®

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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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Darren Kinsey

Operations Manager/Client Services Associate


Darren Kinsey is the Operations Manager / Client Services Associate for Wilkinson Wealth Management, LLC, where he is responsible for office management services and administrative components of client accounts. Darren holds a degree in...

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Katy Haney

Branch Operations Assistant


Katy joined Wilkinson Wealth Management in January of 2019 as an Operations Assistant, where she is responsible for office management services and administrative components of client accounts. She brings with her experience in the...

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