SB PEOPLE
BY ELIZABETH DEAL
A
n “innovative, empathetic and spirited approach to life and business” unites the InvestmentNews national “40 under 40” class of 2021. Selection criteria is accomplishments, contribution to the financial advice industry, leadership, and promise for the future. Out of almost one thousand entries, Dany Martin, partner and wealth advisor for the independent financial advisory practice Williams Financial Advisors (WFA) in Shreveport, is the only person from Louisiana honored in this select group. It’s no wonder. His mission is to be a student of life and educate others about the profound, positive impact that sound financial planning will have on peoples’ lives and on their families. He advocates positive thinking and leadership, evidenced by the first words on his LinkedIn profile: “Don’t Be A King or Queen, Be A King or Queen Maker.” Dany has a BS degree from Northwestern State University and an MBA from Louisiana Tech University.
DANY & LINDSI
MARTIN
The WFA headquarters is at One Bellemead Centre, but they’ve now renovated and claimed a Queen Anne Victorian-style cottage as a second local office. Martin can often be found sitting in a rocking chair, working on his laptop on the front porch of the “Pink House.” WFA was completely digital prior to the pandemic, making the transition to virtual work during that time practically seamless. “We really needed the ability to work from anywhere and the Pink House proved to be an atmosphere which created space, calmness and collaboration,” he says. “Being an independent firm means we work for our clients
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JULY 2021
| SBMAG.NET
