Wilson Wealth Advisors

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Paul Lindberg

Paul Lindberg

Financial Advisor

Visit Paul Lindberg's website
David G Wilson

David G Wilson

CFP®, MBA, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit David G Wilson's website
Drew Powers

Drew Powers

CFP®

Private Wealth Advisor

Vice President of Wilson Wealth Advisors
Visit Drew Powers's website
Kyle B Hilsberg

Kyle B Hilsberg

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Kyle B Hilsberg's website
Zachary Lopez

Zachary Lopez

Financial Advisor

Visit Zachary Lopez's website
Dennis Charleton

Dennis Charleton

Financial Advisor

Visit Dennis Charleton's website
Mark Meier

Mark Meier

Financial Advisor

Visit Mark Meier's website

Team

Susan E. Richards

Susan E. Richards

Practice Manager

Personal Intro

Susie has been with the practice since 2011

Favorite Color - Purple

Pets - Two dogs: Chocolate Lab (Raider) and a Yorkie-Poo (Newt)

Favorite Food - Mexican Food

Hobbies - Kickboxing and spending time with family

Fun Fact - I have completed a half marathon and I went to college on a gymnastic scholarship

Qualifications

  • Texas State University, BBA - Marketing, 1989

Roles & Responsibilities

  • Susie is responsible for conducting the smooth operation of our fast-paced - and friendly - financial planning office.
  • Susie also assists the financial advisors and our staff in managing and organizing the office workflow and daily business operations.
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Samantha Deyo

Samantha Deyo

Client Service Coordinator

Personal Intro

Favorite Color - Pink

Pets - Two Australian Shepherds: Wyatt & Ringo

Favorite Food - Cajun Food

Hobbies - Reading, working out, hiking, travel, and movies!

Fun Fact - Top of my bucket list - travel to Scotland & Ireland

Roles & Responsibilities

  • Samantha's primary roles are managing and coordinating all marketing and client events, as well as, social media and online marketing.
  • Samantha is in charge of client management and maintaining calendars for our advisors. She is also in charge of meeting preparation and client correspondence.
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Xylina Kordish

Xylina Kordish

Financial Planning Assistant,

Client Service Coordinator

Personal Intro

Favorite Color – Turquoise

Pets – English/French Bulldog & Chihuahua – Stanley & Nemo

Favorite Food – Charcuterie Board

Hobbies – Volunteering, reading, and travel

Fun Fact – I am a seven on the Enneagram

Roles & Responsibilities

  • Xylina is responsible for gathering data, running reports, and assisting with all financial planning for the advisors and their clients.
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Stacey Prescott

Stacey Prescott

Client Service Coordinator

Personal Intro

Favorite Color – Green

Pets – 1 Husky named Demon (he’s sweeter than he sounds)

Favorite Food – Tacos and Crawfish

Hobbies –Reading, spending time with family, hiking and being outdoors

Fun Fact – I have a large family with several nieces and nephews and I proudly hold the title of #1 Aunt. Also working on visiting every National Park.

Qualifications

  • University of Houston Clear Lake, Bachelors of Business

Roles & Responsibilities

  • Stacey is in charge of client management, maintaining calendars for our advisors, as well as, meeting preparation and client correspondence.
  • Stacey is also responsible for greeting our clients, answering phones, and all administrative functions for the practice.
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Lori Jay

Lori Jay

Client Service Coordinator

Riley Hood

Riley Hood

Client Service Specialist

Qualifications

  • University of Houston, Bachelors in Finance
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Celeste Pacheco

Celeste Pacheco

Client Concierge

Nicole Simotas

Nicole Simotas

Client Service Coordinator

Natalie Maready

Natalie Maready

Marketing Specialist