Focused On You
The WFA team focuses on you and the life you want to live today, tomorrow, every day. We understand that every client is unique. We take the time to get to know who you are — your hopes, your dreams, your fears — and what you want to achieve. We work side-by-side with you throughout your life’s journey by providing thoughtful financial life planning and professionally managed investment portfolios.
Steve Carney, ChFC®
Partner & Wealth Advisor
Steve Carney, ChFC®, is a 20 year veteran in the financial services industry. He is passionate about building strong relationships with his clients and seeks to discern their needs so he can help them...
Chase Crump, CFP®
Partner & Wealth Advisor
As a Partner of WFA, LLC and a Financial Strategist with RFG Advisory, Chase’s passion is working to improve the lives of his clients and establishing financial confidence.
Dany Martin, MBA
Partner & Wealth Advisor
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.
Tom Chancellor, CFP®
Partner & Wealth Advisor
tchancellor@planinvestinspire.com
Tom, a Certified Financial Planner™, has been providing comprehensive wealth management and financial planning services for over two decades. Tom’s academic background and professional experience prior to becoming a Financial Advisor ...
Rick Wedell
Chief Investment Officer
Rick Wedell joined RFG Advisory as Partner and Chief Investment Officer (CIO) in 2016. As CIO and leader of RFG's Investment Team, Rick manages multi-asset portfolios and provides strategic insights on asset allocation ...
Nicole Kyle
Client Services Coordinator
Nicole’s career path has always been client focused and working with WFA, LLC is no different. She enjoys working closely with clients and prides herself on making sure everyone has the best...
April Lodatto
Client Services Coordinator
As Client Services Coordinator, April enjoys working directly with each client, providing them the service they expect and demonstrating her desire to exceed all of their expectations.
Amanda Miniutti
Research Coordinator
As our Research Coordinator, Amanda works closely with our Wealth Advisors and clients to assist in identifying goals and investment objectives and design portfolios in an effort to pursue those objectives.
Amy Wiseman
Operations Associate
Amy was born and raised in Ft. Wayne, IN. She moved to Lexington to attend University of Kentucky where she achieved her bachelor’s degree in Psychology.
Kristi Jones
Client Experience Coordinator
Kristi is a passionate person committed to helping clients and equally dedicated to building long lasting relationships. Kristi earned a Bachelor of Arts degree in Journalism from Northwestern State University in Natchitoches, LA.
Tommy Williams, CFP®
Founder & Wealth Advisor
Tommy Williams is the Founder of WFA, LLC. The firm serves clients with comprehensive financial planning, disciplined investment strategies, and proactive personal service.
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