WFA Holiday Party
12.4.2025
The holiday season is all about connection, gratitude, and taking time to celebrate the people who make each year meaningful. Our holiday party at Superior Grill was the perfect way to do just that.
Surrounded by festive décor, great food, and even better company, our team gathered to reflect on another successful year and enjoy a well-deserved break together. Superior Grill provided a lively and welcoming atmosphere, complete with delicious Tex-Mex favorites, holiday cheer, and plenty of laughter throughout the evening.
This annual tradition is one of our favorite ways to slow down during a busy season and focus on what truly matters—our relationships. From sharing stories and laughs to celebrating milestones and teamwork, the night was a reminder of how grateful we are for our incredible team and the clients who trust us year after year.
As we look ahead to the new year, evenings like this reinforce our commitment to working together, supporting one another, and continuing to serve our clients with care and dedication.
Fort Worth Meet & Greet
9.24.2025
North Louisiana 5 Star Event
8.3.2025
This event hosted by former professional athlete John Simon, brought together athletes, families, and community leaders for an evening of learning and networking.
Featured speakers were from WFA Advisors and North Star Tax Advisory, with discussions centered on NIL, taxes, and financial literacy — critical topics for today’s athletes navigating new opportunities and responsibilities.
Special guests included keynote speaker Dr. Sherman Morris, who each shared valuable insight and personal experiences.
The event highlighted the importance of planning ahead — helping athletes not only succeed in their sport but also build a strong financial foundation for the future.
Mikaylah Williams' Back To School Drive
8.2.2025
At WFA, we believe in giving back to the communities we serve, especially when it comes to helping the next generation thrive. That’s why we were proud to support Mikaylah Williams’ Back to School Drive this year with a donation of 100 backpacks for local students.
For many families, the start of the school year brings excitement but also financial challenges. School supplies add up quickly, and something as simple as a backpack can make a big difference in a child’s confidence and preparedness. By partnering with Mikaylah’s initiative, we hope to ensure that more students begin the year with the tools they need to succeed.
Yoga Farm Fest 2024
10.26.2024
What an incredible time we had at Yoga Farm Fest 2024! From sunshine-filled yoga sessions to kids’ activities to amazing vendors, it was a day full of smiles and good vibes. Everyone was able to fuel the day with our sponsored Rhino coffee bar and branded cups! Plus, our cooling towels were a hit! Already looking forward to next year, Yoga Farm Fest Family!
Fort Worth Event at Taste Community Restaurant
10.10.2024
We recently held our third client event at the wonderful Taste Community Restaurant in Fort Worth, and it was another memorable evening! As a firm, we deeply value the relationships we build with our clients, and events like this provide the perfect opportunity to connect in a more personal and relaxed environment. Taste Community Restaurant is unique—not only does it offer incredible food, but it also operates with a "pay-what-you-can" model to fight food insecurity. Supporting a venue with such a meaningful mission made the evening even more special. We were proud to partner with a restaurant that aligns with our own values of giving back and supporting the community. Thank you to everyone who attended—we appreciate your trust in us and your continued partnership.
Dinner at the St. Francisville Inn in New Roads
08.29.2024
We gathered at the historic St. Francisville Inn for a unique event that brought together two important parts of our advisor, Dany Martin's life. Dany skillfully blended the worlds of financial planning and investing with the warmth and nostalgia of his childhood and hometown. It was more than just a professional gathering—it was a celebration with friends and family turned clients who have supported him every step of the way.
North Louisiana Blue Chip Event
7.28.2024
We were honored to be invited to speak at an event for local top athletes to teach the importance of financial literacy. Helping these talented individuals understand the value of smart financial decisions is crucial for their future success. From NIL opportunities, Financial Planning, Tax Planning, and advice from other athletes and parents, we are passionate about redefining the financial services industry for athletes and their families.
Dinner at the Aquarium with Rick Wedell
5.7.2024
What a splashing success! Our event at the Shreveport Aquarium with Chief Rick Wedell and Chief Behavioral Officer, Brendan Frazier was an absolute blast! From insightful talks to networking among the mesmerizing marine life, it was an unforgettable experience. Thanks to all who joined us for this amazing evening.
Margarita Meet & Greet with Rick Wedell 2023
9.26.2023
What a great evening at our meet and greet with Rick Wedell in Fort Worth. It was nice to catch up with our Fort Worth area clients and friends and enjoy dinner at Joe T. Garcia's restaurant. Our CIO, Rick Wedell gave a brief market update and answered client questions and/or concerns. It was an evening of great discussions, fellowship and laughs! We are always thankful for these opportunities to mingle with our clients.
WFA Sponsors Yoga Farm Fest for Third Year in a Row
9.24.2023
WFA was a proud sponsor of Yoga Fest for the 3rd year! Yoga Fest is an inspirational weekend filled with yoga, meditation, hula hooping, live music, farm-to-table food, acupuncture, massage, and more – taking place in a beautiful outdoor setting at the Sample Farm. Health and Wealth are interchangeable. In the beginning of life, you put your health at risk to gain wealth. At the end of life, you must spend your wealth on your health. At WFA - Plan Invest Inspire, we believe both are equally important throughout your entire life.
Living Financially Fearless Happy Hour
5.12.2023
Our Women Living Financially Fearless event was an empowering gathering at the Shreveport Yacht Club. This event aimed to inspire and educate women about financial independence, providing them with the tools and knowledge to take control of their financial well-being. We had amazing discussion lead by our panel, Julia Todd, Karen Barefield, and Chris Wedell. We hope all the attendees left feeling motivated, empowered, and equipped with new knowledge and resources!
Lunch at the Lake with Rick Wedell
5.12.2023
We had an incredible afternoon by the lake at the Shreveport Yacht Club, while our CIO Rick Wedell shared invaluable insights on various financial topics. Thank you to everyone who attended and made this event a success! Stay tuned for more events aimed at empowering you with the knowledge and tools to achieve your financial goals.
WFA Sponsors Yoga Farm Fest for Second Year in a Row
10.09.2022
Yoga Farm Fest is a two day-long celebration of yoga, health and wellness, with food vendors, live music, kids' activities and more. WFA is a proud to sponsor of Yoga Farm Fest because we believe a healthy lifestyle fosters optimal financial well-being. By focusing on mind, body, and spirit, people live longer and happier lives. This leads to greater wealth and abundance in all areas of life—especially when you consider the fact that health equals happiness equals wealth.
An Evening at the Lake with Rick Wedell
11.9.2022
We enjoyed another educational dinner with Rick Wedell at the Shreveport Yacht Club in November 2022! Rick gave us a market update and we mingled with great clients and friends. The Shreveport Yacht club was the perfect venue with beautiful views, wonderful staff and fantastic food. We look forward to hosting more Rick events for our clients in 2023.
Margarita Meet & Greet with Rick Wedell 2022
10.25.2022
We had an amazing time meeting with all our wonderful clients in Fort Worth. This was the first time many of our Fort Worth clients were able to meet our Shreveport advisors and team. We enjoyed dinner at the famous Joe T. Garcia’s restaurant as our CIO, Rick Wedell gave a market update and our advisors answered client questions. We will continue to find ways to meet, answer questions, and have discussions to better serve our clients! We are thankful for these opportunities!
WFA 2nd Annual Toy Drive
12.16.2022
The WFA 2nd Annual Toy Drive was a HUGE success! We were able to double donations from last year for Common Ground Community! BIG THANK YOU to everyone who donated gifts or stopped by The Pink House to celebrate and enjoy the holidays with us! Let’s keep that spirit of giving, hope, joy and love all year long.