Wilson Wealth Advisors

Our Mission: We help clients feel more confident about their financial future by delivering quality advice with a premium client service experience from a team of professionals.

Our Core Values: Unity, Integrity, Excellence, Motivation & Advocacy

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Team photo for Wilson Wealth Advisors
Team photo for Wilson Wealth Advisors

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Advisors

Paul Lindberg

Financial Advisor

Visit Paul Lindberg's website

David G Wilson

MBA, CFP®, CEP®, APMA

Private Wealth Advisor

Chief Executive Officer of Wilson Wealth Advisors
Visit David G Wilson's website


Team

Susan E. Richards

Susan E. Richards

Practice Manager,

Chief Operating Officer of Wilson Wealth Advisors

Qualifications

  • Texas State University, BBA - Marketing, 1989
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Xylina Kordish

Xylina Kordish

Operations Director

Samantha Deyo

Samantha Deyo

Marketing Manager

Robin Fischer

Robin Fischer

Client Relationship Manager

Qualifications

  • University of Phoenix BS - Management 2003

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Nichole Symons

Nichole Symons

Operations Specialist

Kimberly LeGate

Kimberly LeGate

Executive Assistant,

Financial Planning Assistant

Qualifications

  • Bachelor of Arts, Mathematics &

    Bachelor of Science, Biomedical Sciences - University of Oklahoma, 2007

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Celeste Pacheco

Celeste Pacheco

Client Service Coordinator

Qualifications

  • Associate of Business Administration, San Jacinto College

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Allison Bravo

Allison Bravo

Client Service Coordinator

Bailey Price

Bailey Price

Client Service Coordinator

Amanda Garcia

Amanda Garcia

Client Service Specialist

Lauren Richards

Lauren Richards

Client Service Coordinator