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. Allied Wealth Management is also licensed with the Texas Department of Insurance and is a GOLD STAR member of the Houston Better Business Bureau. As a firm, they believe in personal growth and feel integrity, transparency, and trust are fundamental in building strong relationships with their clients.

For over ten years, AWM’s team of financial professionals has strived to help hundreds of people reach their financial goals. For the past 8 years, the practice has focused on both Pre-Retirement and Post-Retirement Financial Planning. Typically, their clients are already retired or are planning to retire within the next five to ten years. Included in that list are baby boomers that are becoming increasingly concerned about the future and current state of their retirement plans, pension plans and the viability of Social Security. Allied Wealth Management’s goal is to help their clients feel confident in answering the question of, “How do I live the next 30 years without a paycheck and not outlive my money?”. Through weekly seminars and monthly portfolio evaluations, it is Ryan’s job and goal to keep his clients well informed and on the right path. If changes need to be made, he makes them. He is not afraid to act.

Ryan holds several professional designations and affiliations. Among them is the Chartered Retirement Planning Counselor (CRPC). As a CRPC and Certified Commercial Investment Manager (CCIM), it is his job to assist clients in navigating through the financial decisions they face in their new adventure. The CCIM is useful when evaluating investments for clients. Ryan is also a member of the National Ethics Bureau (NEB), the National Association of Insurance and Financial Advisors (NAIFA) and the National Council On Aging (NCOA). Ryan is currently working on several other designations, as he believes it is his responsibility to never stop learning and to stay well educated for his clients. Because of his solid background in Corporate Aviation and his passion for flying, he holds an Airline Transport Pilot’s License, and a Certified Flight Instructor Rating (with both Instrument Flight and Multi-Engine Flight Instructor Privileges). He has logged over 5,000 hours of flight time in aircraft ranging from Lear Jets to single engine Cessna’s.

Ryan was recently nominated for President of the Houston Chapter for SOFA (Society for Financial Awareness). SOFA is a not-for-profit organization with a sole mission to end financial illiteracy. Part of his personal mission with SOFA is to educate the retirement population on both the opportunities and the fallacies of today’s investment climate. He does this by donating his time and resources providing seminars that are designed to educate and not sell to the general pre-retirement and post-retirement population.

Ryan has been married for over 11 years to his beautiful wife and partner, Leah. They have 2 beautiful schnauzers, Diva and Lexi. Originally he is from Birmingham, Alabama. That is where the accent comes from! However, he has been a Texas resident for over 15 years. Leah and Ryan enjoy spending time on the water and they are pioneers in an up-and-coming sport called wake surfing. In their spare time, they donate their time and resources so that others can experience this wonderful, fun sport. They also enjoy spending wintertime in the mountains and they are both avid snowboarders. Other hobbies include fishing, cooking, and barbecuing. Ryan is well known for his ribs, brisket and pork.