Our Team

Company Philosophy

We put relationships before Money
It took you a lifetime to build it, so we put preservation and protection before growth
You do not have to make great returns to make your money last a lifetime, but you must avoid great losses. Remember a 50% loss in market value require a 100% gain to get back to even!

D. Ryan Wheless D. Ryan Wheless is the Co-Founder and President of Allied Wealth Management, an Investment Advisory Firm registered with the State of Texas.... read more	Leah Wheless Leah Wheless enjoys working directly with our clients in an effort to provide unsurpassed customer support. She offers enthusiasm, professionalism... read more	Lori Davis Lori Davis joined Allied Wealth Management in 2010 as our Client Relations Specialist. She enjoys interacting with the clients, assisting in... read more
Jennifer Schafer Brand Manager Jennifer Schafer is the brand manager for Allied Wealth Management. As owner of brandITbandits.com, she takes pride in building workshop materials... read more	Brook Ashby Brook Ashby is a relatively new resident of Texas and an even newer addition to Allied Wealth Management. He is a graduate of Ithaca College and... read more