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 Vision: We are creating a legacy of excellence by developing transformational financial leaders and empowering those we serve to achieve financial confidence while leading fulfilling, purpose-driven lives.

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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Our advisors

Advisor photo for David G Wilson

David G Wilson

MBA, CFP®, APMA®

Private Wealth Advisor

Chief Executive Officer of Wilson Wealth Advisors
Learn more about David G Wilson Visit David G Wilson's website
Advisor photo for Drew Powers

Drew Powers

CFP®

Private Wealth Advisor

Vice President of Wilson Wealth Advisors
Learn more about Drew Powers Visit Drew Powers's website
Advisor photo for Donna Uliva

Donna Uliva

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Donna Uliva Visit Donna Uliva's website
Advisor photo for Allan McClure

Allan McClure

CFA®, CFP®, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Allan McClure Visit Allan McClure's website
Advisor photo for Julian Elizondo

Julian Elizondo

CFP®, APMA®

Financial Advisor

Investment Specialist
Learn more about Julian Elizondo Visit Julian Elizondo's website
Advisor photo for Britt Ester

Britt Ester

MS, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Britt Ester Visit Britt Ester's website
Advisor photo for Riley Hood

Riley Hood

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Riley Hood Visit Riley Hood's website
Advisor photo for Benjamin Cordero

Benjamin Cordero

CFP®, APMA®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Benjamin Cordero Visit Benjamin Cordero's website
Advisor photo for Arthur W Spiller

Arthur W Spiller

CFP®, ChFC®, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Arthur W Spiller Visit Arthur W Spiller's website
Advisor photo for Mark Meier

Mark Meier

APMA®

Financial Advisor

Investment Specialist
Learn more about Mark Meier Visit Mark Meier's website
Advisor photo for Cindy S Cornette

Cindy S Cornette

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Cindy S Cornette Visit Cindy S Cornette's website
Advisor photo for Gerrilee Hartman

Gerrilee Hartman

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Gerrilee Hartman Visit Gerrilee Hartman's website
Advisor photo for Danny Bass

Danny Bass

RICP®, APMA®

Financial Advisor

Retirement Income Certified Professional®
Learn more about Danny Bass Visit Danny Bass's website
Advisor photo for Joe Howard

Joe Howard

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Joe Howard Visit Joe Howard's website
Advisor photo for Steven Muldowney

Steven Muldowney

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Steven Muldowney Visit Steven Muldowney's website
Advisor photo for Conner Percle

Conner Percle

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Conner Percle Visit Conner Percle's website
Advisor photo for Cristina Gabalda

Cristina Gabalda

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Cristina Gabalda Visit Cristina Gabalda's website
Advisor photo for Mario Gabalda

Mario Gabalda

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Mario Gabalda Visit Mario Gabalda's website
Advisor photo for Thalia Christy Savvidis

Thalia Christy Savvidis

RICP®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Thalia Christy Savvidis Visit Thalia Christy Savvidis's website
Advisor photo for Jamal Uddin

Jamal Uddin

CFP®, CLU®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Jamal Uddin Visit Jamal Uddin's website
Advisor photo for David Basinger

David Basinger

Financial Advisor

Franchise Owner
Learn more about David Basinger Visit David Basinger's website
Advisor photo for Sean Kang

Sean Kang

APMA®

Associate Financial Advisor

Investment Specialist
Learn more about Sean Kang Visit Sean Kang's website
Advisor photo for Ryan Kayfes

Ryan Kayfes

Associate Financial Advisor

Business Development Director
Learn more about Ryan Kayfes Visit Ryan Kayfes's website
Advisor photo for Jacob Simms

Jacob Simms

MBA

Associate Financial Advisor

Learn more about Jacob Simms Visit Jacob Simms's website
Advisor photo for Jack Horton

Jack Horton

MBA, APMA®

Associate Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Jack Horton Visit Jack Horton's website
Advisor photo for Beau Bocock

Beau Bocock

Associate Financial Advisor

Learn more about Beau Bocock Visit Beau Bocock's website


Our 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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Kimberly LeGate, FPQP®

Kimberly LeGate, FPQP®

Executive Assistant,

Financial Planning Specialist

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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Michael McHugh, CFA®

Michael McHugh, CFA®

Investment Specialist,

Chartered Financial Analyst®

Personal Intro

BS Business Information Systems - Bellevue University

My interests include:

Golf, hiking, fitness and cooking on my Big Green Egg.

Qualifications

  • CFA® Charterholder

  • Member of CFA® Institute

  • 25 years experience in asset management with last 12 years as a member of a global asset allocation team with $22 billion under management.

  • Series 7

  • Series 65

  • Series 3

Roles & Responsibilities

  • Asset Allocation
  • Investment Research
  • Manager Selection
  • Manager Oversight
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Shani Naeem

Shani Naeem

Office Manager

Personal Intro

My Interests include:

Hiking, painting, and visiting family around the country.

Qualifications

  • Bachelor of Science, Political Science - University of Houston, 1995

Roles & Responsibilities

  • I have been with Ameriprise for over eighteen years and help with client service and appointments.
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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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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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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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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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Jacqueline Johnson

Jacqueline Johnson

Client Service Coordinator

Personal Intro

I’m a Texas State University alum who loves the outdoors and walking my 8-year-old English bulldog. On the weekends, you can find me on Canyon Lake hanging out with friends and family. Currently enjoying lake life living and planning my October 2026 wedding!

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Kelsey Boyd

Kelsey Boyd

Client Concierge,

Client Service Coordinator

Personal Intro

I’m a Texas A&M graduate who loves staying active and trying new activities and restaurants.

Outside of the office, I enjoy traveling, hiking, shopping, and spending quality time with friends and family.

Qualifications

  • B.S. - Interdisciplinary Studies - Texas A&M University, 2019

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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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Hadi Shayeb

Hadi Shayeb

Business Development Specialist

Personal Intro

I am a graduate of the University of Houston–Clear Lake. Outside of work, you’ll find me on the golf course or at the range, working out, and unwinding with my cat, family, and friends!

Qualifications

  • B.S. - Finance, University of Houston - Clear Lake, 2025

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Annette Bradley

Annette Bradley

Client Service Coordinator

Brier Eveland

Brier Eveland

Client Service Coordinator

Personal Intro

I am a proud wife and mother of 2, LSU Grad and Fan, MBA, originally from Tennessee and loves to travel and enjoy time with friends and family.

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Delaney Knight

Delaney Knight

Client Service Specialist

Personal Intro

I’m a wife and mom who loves making the most of life with my little family. On the weekends you can find me out on the golf course, chasing my toddler around the park, or cuddled up on the couch with our two dogs, two cats, and a pint of coffee ice cream.

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Patricia Woodard

Patricia Woodard

Client Service Coordinator

Personal Intro

I am a proud wife and mom of two adult children, and three precious grand loves. My faith, family, and friends are very important to me. I enjoy special date nights, activities, outings, and trips with my husband, and pouring into the lives of our children and grand loves. I have worked in the financial industry for 14 years.

Interests: interior design, photography, arranging flowers, gardening, painting, and golf.

Qualifications

  • B.A. - Dual Major: Business Administration & Interior Design, Judson College 1981

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Regina Cole

Regina Cole

Client Service Specialist

Personal Intro

Hi, I’m Regina! I have twin daughters and a 5 year old granddaughter. In my free time I enjoy hanging out with family and friends.

I enjoy pickleball and our annual cousin’s trip!

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Annette Landry

Annette Landry

Client Service Specialist