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DANY & LINDSI MARTIN

An “innovative, empathetic and spirited approach to life and busi-life and busi ness” 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 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 Williams Financial Advisors (WFA) in Shreveport, is the only person from Louisiana honored 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, pos 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 “Don’t Be A King or Queen, Be A King or Queen Maker.” Dany has a BS degree from Northwestern a BS degree from Northwestern State University and an MBA from Louisiana Tech University. The WFA headquarters is at One Bellemead Centre, but they’ve now renovated and claimed a Queen Anne Victorian-style cot-Queen Anne Victorian-style cot tage as a second local office. Mar tage 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 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 needed the ability to work from anywhere and the Pink House anywhere and the Pink House proved to be an atmosphere proved to be an atmosphere which created space, calmness and collaboration,” he says. “Being an independent firm means we work for our clients means we work for our clients

and nobody else,” he says. With a philosophy of helping others create wealth for themselves and future generations, the firm settled on the tree of life for its logo, signifying strength, growth, and the vitality of life. WFA recently opened an office in Dany’s hometown of New Roads and he envisions further expansion across the U.S. and beyond. After fifteen years in the industry, he realizes, that the growth of their client base has come primarily from referrals and “chance encounters” rather than a traditional marketing strategy. They are laser-focused on client goals, “whether it’s an individual retiring with $10 million or a young couple just starting out.” As of June 28, 2021, WFA had $381 million of assets under advisement. Wife Lindsi has also made her mark. (Dany says his biggest accomplishment is “marrying someone way above his level.”) What began as selling juice at local farmers markets transformed into co-founding and co-owning the first vegan and gluten-free restaurant and juice bar in the area, Well+Fed Louisiana in 2017. She and business partner Ashley Everage decided on the vegan and gluten free menu when they realized how challenging it was to find these choices around town. Lindsi holds a BS degree from Northwestern State University and is a Certified 400-hour Ashtanga Yoga Instructor. At one of her yoga trainings several years ago, Lindsi outlined her vision for

a restaurant and the framed drawing now adorns the front others create wealth for themselves and future genera wall in the cafe. Well+Fed was named one of the country’s tions, the firm settled on the tree of life for its logo, signi 50 best vegan restaurants in 2019 by Big 7 Travel. fying strength, growth, and the vitality of life. “I also wanted to have a place where I could provide jobs WFA recently opened an office in Dany’s hometown of for local kids who need them,” she says. Some of these New Roads and he envisions further expansion across kids they met through Common Ground Shreveport, the U.S. and beyond. After fifteen years in the industry, and Dany was (and still is) frequently on the court playing basketball with them. Dany and Lindsi opened their home to some of these amazing young men and soon became family. “God just opened a door and we walked cused on client goals, “whether it’s an individual retiring through it,” he says. Dany provided guidance to one of with $10 million or a young couple just starting out.” As the teens interested in military service, who is now a of June 28, 2021, WFA had $381 million of assets under rising sophomore cadet at the U.S. Military Academy at West Point. Wife Lindsi has also made her mark. (Dany says his big The restored houses of both business locations sit next door to one another on Egan Street, and are now on the his level.”) What began as selling juice at local farmers National Register of Historic Places. Between Lindsi and Everage, and Dany and one of his business partners, the first vegan and gluten-free restaurant and juice bar Chase Crump and wife Suzannah, they own the six propin the area, Well+Fed Louisiana in 2017. She and business erties on the 600 block of Egan and anticipate the possipartner Ashley Everage decided on the vegan and gluten bilities of future development. free menu when they realized how challenging it was to find these choices around town. Lindsi holds a BS degree 400-hour Ashtanga Yoga Instructor. At one of her yoga a restaurant and the framed drawing now adorns the front wall in the cafe. Well+Fed was named one of the country’s 50 best vegan restaurants in 2019 by Big 7 Travel. “I also wanted to have a place where I could provide jobs for local kids who need them,” she says. Some of these kids they met through Common Ground Shreveport, and Dany was (and still is) frequently on the court playing basketball with them. Dany and Lindsi opened their home to some of these amazing young men and soon became family. “God just opened a door and we walked through it,” he says. Dany provided guidance to one of the teens interested in military service, who is now a rising sophomore cadet at the U.S. Military Academy at West Point. The restored houses of both business locations sit next door to one another on Egan Street, and are now on the National Register of Historic Places. Between Lindsi and Everage, and Dany and one of his business partners, Chase Crump and wife Suzannah, they own the six properties on the 600 block of Egan and anticipate the possibilities of future development.

The healthy and hopeful inspiration and influence of The healthy and hopeful inspiration and influence of Dany and Lindsi Martin has—and no doubt will continue— Dany and Lindsi Martin has—and no doubt will continue— to help cultivate a promising future for the Shreveportto help cultivate a promising future for the ShreveportBossier community. Bossier community.

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TATIANA GARLAND OWNER/STYLIST

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HAIR BY TATIANA GARLAND, OWNER/STYLIST

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