WFA - Plan Invest Inspire

WFA - Plan Invest Inspire

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We PLAN. We INVEST. We INSPIRE you to live your best and most fulfilling life!! #PlanInvestInspire Member FINRA / SIPC.

Securities offered by Registered Representatives through Private Client Services. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. Private Client Services, WFA, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its rep

07/03/2025

Happy 4th of July weekend! 🎆

As we celebrate with fireworks, BBQs, and time with loved ones, we honor the courage and sacrifice that built this great nation.

Friendly reminder that our offices will be closed Thursday, July 3rd and Friday, July 4th. We will return to the office on Monday, July 7th.

Have a safe and blessed weekend!

07/02/2025

📬 Our Q2 Newsletter is here!

We’re excited to share what WFA has been up to this past quarter — including community involvement, sponsorships, team news, and more.

We’re proud to continue growing and serving with purpose.

👉 Read the full newsletter here: https://www.canva.com/design/DAGpZX6O0RM/93coLeNcIs_ZS548VskEqw/view?utm_content=DAGpZX6O0RM&utm_campaign=designshare&utm_medium=link2&utm_source=uniquelinks&utlId=h029661e3db

'Independence Stories': Sooner is better if you plan to go solo 07/01/2025

👏 We’re so proud of our very own Dany Martin for being featured in InvestmentNews’ Independence Stories series!

In the article, Dany shares what it was like to leave a major bank and build an independent firm focused on doing what’s best for clients. The practice has grown to over $500 million in assets under management with a 10-person team and a strong culture of service, trust, and innovation.

A big part of that success has come from our amazing partnership with RFG Advisory, who’ve supported us every step of the way on this journey to independence.

Dany talks about:
✅ Making the leap with confidence
✅ Building a brand that reflects who we truly are
✅ Launching our athlete division and the StrongHer Money initiative
✅ And delivering real value to clients every day

📖 Read the full article here:
https://www.investmentnews.com/goria/practice-management/independence-stories-sooner-is-better-if-you-plan-to-go-solo/261107

'Independence Stories': Sooner is better if you plan to go solo Financial advisor Dany Martin shares the lessons he learned after leaving one of the country's biggest banks to set up his own firm in the third installment of InvestmentNews' new 'Independence Stories' series.

Brandon Wilson's summer camp offers a different element to typical football camping 06/24/2025

🔥 Summer’s most inspiring football camp alert! Former Bengals standout Brandon Wilson brought a fresh vibe to youth training on June 21 at Lee Hedges Stadium—emphasizing fun, fundamentals, and inclusivity for boys and girls ages 6–14. It was non-contact, high-energy, and full of engaging drills that spotlight his defensive expertise—ensuring every camper got hands-on football experience.

✅ Here’s what made it special:

NFL-level coaching in a local setting.

Focus on core skills: stance, coverage, teamwork.

Youth empowerment in a welcoming, upbeat environment.

We’re so proud of Brandon for what he continues to accomplish both on and off the field! 🏈

Read the full article in the Shreveport Times below. ⬇️

Brandon Wilson's summer camp offers a different element to typical football camping Former Cincinnati Bengal Brandon Wilson plans on helping athletes with financial advising.

06/23/2025

WFA is a proud sponsor of the Common Ground Community Summer Camp — alongside an amazing group of local businesses making a difference! The campus is buzzing with excitement as over 70 campers dive into this year’s theme: “Wavemakers: Dive into Adventure and Make Every Splash Count.” 🌊

From oceans to bayous, kids are exploring the power of water through hands-on activities, field trips, and plenty of smiles and laughter. This incredible program is all about curiosity, learning, and spreading LOVE like ripples throughout our community. 💙

06/21/2025

Let’s Go Camping 🏈

06/19/2025

Juneteenth Office Closure

In honor of Juneteenth, our offices will be closed on Thursday, June 19th as we reflect on and celebrate the end of slavery in the United States — a powerful reminder of the ongoing journey toward freedom, justice, and equality for all.

06/17/2025

🎉 Dany Martin is LIVE in Omaha at the College World Series! ⚾️

Proud to be on the ground working with and supporting athletes during one of the biggest stages in college baseball.

Huge thanks to our incredible partners at RFG Advisory and Charles Schwab for making this possible — and a big shoutout to our amazing team back at the office for holding it down while I’m away.

Geaux Tigers! 🐯💜💛

06/15/2025

🌟 Happy Father’s Day from WFA!🌟

Today we celebrate the fathers, grandfathers, and father figures who provide strength, wisdom, and guidance — in life.

Whether it’s a quiet word of encouragement, a shared laugh, or a steady presence through life’s ups and downs — thank you for all the ways you show up.

Wishing you a day filled with love, gratitude, and the people who matter most.
💼💙

Burns (65) Sizzles on Day 2 at Oakmont for 36-Hole Lead 06/14/2025

📣 Hometown Hero Alert!

Sam Burns is absolutely crushing it at the U.S. Open, sizzling with a 5‑under 65 to take the 36‑hole lead at historic Oakmont!

🌟 That’s 3‑under overall, putting him 1 shot ahead of J.J. Spaun and two ahead of Viktor Hovland.

What’s especially thrilling? He was one of only three players under par on a brutal, lightning‑delayed Friday — and is one of two hometown natives from our area still in the tournament!

Phillip Barbaree made a par on the 18th to make the cut and play the weekend!

Let’s rally behind Sam as he fights for his first major. ⛳🇺🇸 And PB for a life changing tournament!

📌 Share this post, drop a 👍, and wish Sam luck as he chases history this weekend!

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Burns (65) Sizzles on Day 2 at Oakmont for 36-Hole Lead Sam Burns' 5-under 65 vaulted the Louisiana native into the midway lead at the 125th U.S. Open at Oakmont C.C.

06/06/2025

Most financial advisors talk about discipline, performance, and preparation.

Brandon Wilson lives it.

💰 Before he was helping clients build wealth…

🏈 He was setting records on the football field.

• Longest kick return in Cincinnati Bengals history – 103 yards

• 100-yard kick-six vs Oklahoma – one of the most iconic plays in Houston Cougars history

That kind of precision? That kind of pressure?

It doesn’t go away when you hang up the cleats.

It shows up in how you manage risk.
It shows up in how you plan for the future.
It shows up when it’s your money on the line.

Brandon made headlines on the field.
Now he’s helping clients make smart moves off it.

Athletes. Entrepreneurs. High performers.

If momentum matters to you ➡️ work with a team who knows how to maximize it.

Let’s connect.

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71105

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