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 joined Wilkinson Wealth Management in 2016 and is a CERTIFIED FINANCIAL PLANNER™ with over 14 years of experience in the financial planning industry.  He believes in financial planning as a foundation to achieving goals ...

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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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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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