Dany Martin, MBA

For me, financial planning has never been only about money. It's about helping people make confident decisions, care for the people they love, and enjoy the life they've worked hard to build.

As a Partner and Wealth Advisor at WFA Volare, I work with individuals and families through every stage of their financial lives, including building wealth, preparing for retirement, navigating taxes and estate planning, receiving an inheritance, and managing major life transitions. At the heart of my work is a simple goal: to give my clients confidence by helping them understand where they stand, where they're going, and what needs to happen next.

I began my financial services career at Capital One Bank, where I advanced from teller to Financial Advisor serving more than 10 branches throughout the Shreveport area. I joined Williams Financial Advisors in 2015 and later became a partner in the firm. Today, as part of WFA Volare, I help lead a growing, multigenerational team serving families across Louisiana, Texas, and beyond.

I earned a Bachelor of Science in Business Administration from Northwestern State University and a Master of Business Administration from Louisiana Tech University. In 2021, I was recognized nationally as one of InvestmentNews' 40 Under 40.

I'm passionate about making financial advice feel personal, understandable, and useful. I believe clients should feel heard before they're advised, and that thoughtful planning should connect investments, taxes, estate planning, insurance, and the real-life decisions that don't always show up in a spreadsheet.

I'm also an advocate for StrongHer Money®, an RFG Advisory initiative designed to help women feel more informed, empowered, and in control of their financial lives.

Outside the office, I'm deeply committed to serving the Shreveport community. I find my greatest fulfillment in helping others, sometimes through organized community efforts and sometimes simply by recognizing a need and quietly stepping in.

My wife, Lindsi, and I have been married since 2012. Together, we're at the center of a large blended family built not simply by birth, but intentionally, through love, commitment, and choosing one another. When I'm not working, I enjoy golf, traveling, music, staying active, and spending time with family and friends.

My approach to life and work is simple: plan thoughtfully, invest wisely, inspire others.