Ryan Wheless is the CEO and founder of Allied Wealth, with over 15 years of experience helping clients achieve and maintain their financial goals. He takes a comprehensive, educational approach to financial, tax, and estate planning, guiding clients to and through retirement.
Ryan holds CRPC, CCIM, and ATP designations, along with a Series 65 Securities License and Life & Health Insurance License. He actively mentors financial advisors nationwide and has presented to over 1,000 professionals, emphasizing ethics, fiduciary standards, and a balanced approach.
Passionate about giving back, Ryan has raised over $150,000 for veterans suffering from PTSD through his work with the Wounded Warrior Project and the Mighty Oaks Warrior Foundation, where he also serves on the advisory board and has received the Medal of Honor.
Outside the office, Ryan enjoys time with his family; Cali, Aria and Jack. He enjoys traveling the world with his family, barbecuing, diving, wake surfing, and flying. As an experienced pilot, he holds the elite Airline Transport Pilot (ATP) rating and has flown a range of corporate aircraft.