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

Personal Intro

I’m a proud mom of three adult children and cherish every opportunity to spend time exploring and making memories with my two young grandsons.

My interests include:

Pickleball, hiking, and going on dinosaur hunts with my grandsons!

Qualifications

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

Xylina Kordish

Operations Director

Personal Intro

I’m a wife and mom who loves creativity in all its forms—especially theatre and music. A natural problem solver, I enjoy turning challenges into meaningful solutions.

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Robin Fischer, FPQP®

Robin Fischer, FPQP®

Client Relationship Senior Manager,

Financial Paraplanner Qualified Professional™

Personal Intro

Proud wife and mother of two adult children and one cherished grandson, I deeply value my family above all else.

My interests include nurturing my faith, practicing Pilates, taking walks with my husband and our dogs, and spending quality time with friends.

Qualifications

  • FPQP® Financial Paraplanner Qualified Professional™

  • University of Phoenix BS - Management 2003

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Nichole Symons

Nichole Symons

Operations Specialist

Personal Intro

I’m a proud mother of four and grandmother to my 1‑year‑old grandson, Enzo. I’ve worked in the financial industry for 18 years, and I truly love what I do.

Outside of work, I enjoy spending time with my family, going shopping, good company and relaxing under the stars.

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Kimberly LeGate, FPQP®

Kimberly LeGate, FPQP®

Executive Assistant,

Financial Paraplanner Qualified Professional™

Personal Intro

I was born on Galveston Island, proudly known as BOI. Before joining WWA I was a high school Statistics teacher for 12 years. I love spending time with my corgi, Dakota especially walking along the beach! While I’m very family‑oriented and enjoy staying home with a great book, I also enjoy hitting the dance floor whenever I get the chance or teeing up on the course for a round of golf.

Qualifications

  • FPQP® Financial Paraplanner Qualified Professional™

  • Bachelor of Arts, Mathematics &

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

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Bailey Price

Bailey Price

Client Service Coordinator

Personal Intro

I'm a devoted mom who enjoys the quiet focus of puzzles and appreciates moments of peace, she also loves unwinding with a well‑crafted drink in good company.

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Amanda Bean

Amanda Bean

Operations Specialist

Personal Intro

Hi I'm Amanda! Cooking is one of my greatest passions. I love getting creative in the kitchen, experimenting with new flavors, and putting my own twist on classic recipes. It’s my favorite way to unwind, connect with others, and share something made with care.

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Lindsey Watson

Lindsey Watson

Human Resources Specialist

Personal Intro

Hi, I’m Lindsey! I’m a wife and a dog mom who likes to be productive and enjoy life. Once a week, you can find me eating tacos because some habits make life better. In my free time, I'm probably wandering around a store or crafting something fun!

Qualifications

  • M.B.A. - Human Resource Management, University of Houston at Clear Lake, 2023

  • B.B.A. - Human Resource Management, University of Houston, 2019

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Lauren Richards

Lauren Richards

Client Service Coordinator

Personal Intro

I live in New Braunfels, Texas, where I enjoy meeting new people and having great conversations. When I’m not out socializing, I’m usually spending time with my French bulldog, who keeps life entertaining with his big personality. I love connecting with others and bringing a friendly, upbeat energy wherever I go.

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