LPL Branch Manager
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...
LPL Financial Advisor
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...
CHARTERED FINANCIAL ANALYST™
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...
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®
Research / Analytics Assistant
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...
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...
Branch Operations Assistant
Client Services Assistant
Kirsten Ashbaugh is a Client Services Assistant for Wilkinson Wealth Management, LLC, where she is responsible for administrative components of client accounts and assisting with overall office operations. Joining the financial...