Who We Are
Grounded in wisdom. Serving with purpose.
WFA Volare was built from two firms that believed the same thing long before they ever merged: that real financial guidance starts with listening, not selling.
Who We Are
WFA Volare was built from two firms that believed the same thing long before they ever merged: that real financial guidance starts with listening, not selling.
Two Roots, One Canopy
WFA Volare was born from the union of two firms that share a common belief: that people make better financial decisions when they have both the right information and the right relationship.
The Tree of Life
"When we help someone, it acts like roots, extending further and further, unseen but always there. When we help someone, they help someone in return. It's a continuous cycle."
The Tree of Life has always represented growth, strength, and the kind of support that isn't always visible but never fails. We call this philosophy Plant. Water. Grow. It sits underneath everything we do: Plan. Invest. Inspire.
"Let us not grow weary in doing good, for at the proper time we will reap a harvest if we do not give up." — Galatians 6:9
Meet the Team
WFA Volare brings together advisors and client experience professionals from both legacy firms, across Shreveport and New Roads, LA, Creve Coeur, MO, and Vestavia Hills, AL.
Partner & Wealth Advisor · StrongHer Money® Ambassador
Partner & Wealth Advisor
Partner & Wealth Advisor · NFLPA Registered Player Financial Advisor
Partner & Wealth Advisor · StrongHer Money® Ambassador
Wealth Advisor · StrongHer Money® Ambassador
Wealth Advisor
Wealth Advisor
Wealth Advisor · Former NFL Player
Research Coordinator / Life Insurance Specialist
Client Service Associate
Client Service Associate
Registered Client Service Associate · Business Development Specialist
Client Experience Coordinator
Client Service Associate
Client Service Associate
Chief Investment Officer
Chief Executive Officer
Vice President of Technology and Operations
Chief Compliance Officer
Vice President of Human Resources
Vice President of Finance
Senior Director, StrongHer Money®
Senior Director of Marketing
Senior Director of Practice Development
Senior Systems Administrator
Credentialed planners across the firm
2021 and 2022
InvestmentNews, 2021
Required ranking and recognition disclaimers appear in the site footer. Full disclosures for each recognition shown above are available at rfgadvisory.com/awards. CFP®, CDFA®, and ChFC® are certification marks owned by the CFP Board, the Institute for Divorce Financial Analysts, and The American College of Financial Services, respectively.
The InvestmentNews 40 Under 40 recognition is not indicative of future performance and is not an endorsement of the advisor by any client, nor is it representative of any one client's experience. Award methodology and eligibility criteria are determined by InvestmentNews. No fee was paid to participate in this selection. More information on methodology and eligibility criteria can be found at 40under40inadvice.com.
Powered by RFG Advisory
WFA Volare operates in partnership with RFG Advisory, a national wealth management platform that provides investment oversight, technology, and operational support. Our investment approach is further strengthened through Bluemonte, RFG's institutional-caliber investment management platform.
This partnership allows us to remain focused on client relationships, planning, and education while benefiting from the resources and infrastructure of a larger organization.
