Reference Check

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David Pulcini Jr.

Six Point Financial

Chris Wedell

Volare Advisors

Dany Martin

WFA

David Pulcini Jr.

Six Point Financial
I use my experience in investment management, tax planning and insurance to help clients protect what they have and grow what they need. I have developed our proprietary “Think About It” process that we take our prospective clients through, I am a co-chair of our internal investment committee and most of all, I love working with the clients that I have. I take my role as an advisor very seriously, but I really want to enjoy the process as much as possible.

Chris Wedell​

Volare Advisors
Chris is an award-winning Certified Financial Planner™ and Wealth Advisor who is passionate about helping her clients create powerful plans and make smart choices as they prepare for a secure, rewarding financial future. She helps clients at every stage in their lives, from starting out, to wealth building, to retirement and beyond.

Phone: (314)699-9244

Dany Martin

WFA

Dany Martin, a south Louisiana native but Shreveport resident, was in search of a service-oriented, innovative and proactive wealth management organization. He wanted a team that focused on exceeding clients’ needs and upholding the highest standard of service. 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 also is a huge advocate of positive thinking and leadership. Dany’s passion for helping others strive for financial health started during his high school years when residual income and the idea of having money work for you crossed his desk.

He further pursued his enthusiasm for business and finance during college, where he attended Northwestern State University. During those 4 years in Natchitoches, he achieved a Bachelor of Science degree in Business Administration and was an active member and treasurer of Sigma Nu Fraternity. He continued his education by obtaining a Master’s in Business Administration degree from Louisiana Tech University.

Prior to becoming part of the WFA team in January of 2015, Dany spent 8.5 years at Capital One Bank Dany and his wife, Lindsi, have been married since March 2012. They also have been “adopted parents” of 5 boys since 2016, and now have 4 grandbabies.

Awards 2021 InvestmentNews Top 40 Under 40 – For more information please visit our awards criteria page here

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