Leah Wheless

Leah Wheless enjoys working directly with our clients in an effort to provide unsurpassed customer support. She offers enthusiasm, professionalism and a personal commitment to guide clients through the entire investment process. By managing the initial transfer of funds and administrating various investment directives, Leah is able to coach clients toward the goal of financial success.

Leah has been licensed with the Texas Department of Insurance since June 2004. With a dedication to becoming an expert in her field, Leah continues to research and uncover the latest advancements and trends in financial planning. Leah attributes the success of Allied Wealth Management to relationships, staff, focus and passion. She believes some people leave their financial Advisors not because of lack of returns, but because of lack of relationships Leah’s mission is to create a bond between staff members and our clients.

Leah and her husband Ryan have been married for over 11 years. They have two feisty schnauzers, Diva and Lexi. Leah is originally from Louisville, Kentucky, but has been a resident of Texas for over 32 years.

An active philanthropist, Leah lived with missionaries in Valle de Bravo, Mexico, as an exchange student for over two years. While there, she helped build a church, feed the homeless and ministered to a secluded Indian Village in the mountains. Due to this experience, she is now fluent in Spanish and continues to give financial support to missionaries in Mexico as well as a particular missionary in Bali, Indonesia, who happens to be a son of one of our clients.

Ryan and Leah enjoy life on and off the water. They are both pioneers in an up-and-coming sport called wake-surfing. They donate their time and resources so that others can experience this wonderful, fun sport. Leah enjoys winter in the mountains and she is an avid snow boarder.