Ryan Wheless, founder of Portfolio Dynamix, has been helping clients reach and maintain their financial goals for over 15 years. As a trusted advisor, he takes a comprehensive approach to his clients and assists them in achieving their financial goals. He thoroughly educates his clients about the advantages and disadvantages of the financial decisions they make and helps them create and execute a material financial, tax, and estate plan that guides them to and through retirement.

Ryan currently holds the CRPC, CCIM, and ATP designations. He continues to educate himself to stay at the forefront of planning and investments for his clients. Ryan’s professional licenses include a Series 65 Securities License and a Life and Health Insurance License.

Because of his success with Allied Wealth, Ryan has served as a Financial Advisor Mentor to advisors across the country. In this role, Ryan has enjoyed the incredible opportunity to educate financial advisors and help them grow their practices. Ethics, a balanced approach, and fiduciary standards are the core of Ryan’s teaching principles. In all, he has presented to over 1000 advisors, providing them with the knowledge to better serve their clients and their communities.

Ryan believes it’s incredibly important to give back to the community. His practice was actively involved in serving the Wounded Warrior Project and, most importantly, now serves the Mighty Oaks Warrior Foundation; both charitable programs help thousands of wounded soldiers suffering from Post-Traumatic Stress Disorder. With 23 Combat Veterans per day taking their own lives right here in the USA, Ryan does everything he can to fight this terrible disorder. Through Wounded Warrior and Mighty Oaks Warrior Programs, he has helped raise more than $150,000 for combat veterans suffering from PTSD. As a result of his advocacy, Ryan has received the Mighty Oaks Medal of Honor and served on the Mighty Oaks Advisory Board.

Ryan is a family man who loves spending time with his family Cali, Aria, Jack, and their schnauzer Bella. During his time away from the office, Ryan enjoys barbecuing, cooking, diving, fishing, and wake surfing; a sport he helped pioneer. He is also a seasoned pilot holding the highest flight rating any pilot hopes to achieve the ATP (Airline Transport Pilot). He has flown Lear Jets, King Airs, Citation Jets, and many other corporate aircraft.

Jonathan is the President of Portfolio Dynamix. With over 20 years working within the Banking and Investment Advisory space, Jonathan brings a wealth of experience in Investment management, client acquisition, financial planning, and overall client success. Jonathan’s role with Portfolio Dynamix allows him to help advisors around the country grow and scale their practices by using tried and true sales processes and personalized coaching. He feels fortunate to share his passion for the Investment Advisory business with others new and old in the industry.

Outside of work, Jonathan’s focus is spending time with his spouse, Joy, and two children, Brynlee and Brooks (ages 14 and 11). Evenings and weekends are usually consumed by watching and/or coaching his children’s soccer and baseball games around the Houston area. He also enjoys vacationing, snow skiing beach trips, and the occasional round of golf.

Jonathan’s professional licenses include the Series 65 Securities License and Life Insurance License.