OUR MISSION
For more than 25 years, studies have shown the average investor on Main Street is getting less than 50% of the stock market’s total return. Fees, hidden costs, lack of transparency and investor behavior penalty are contributing factors to this phenomenon, which gives Wall Street the advantage. Portfolio Dynamix’s mission is to level the playing field between Wall Street and Main Street by helping the average investor achieve more return while taking less risk.
OUR PRINCIPLES
INDEPENDENT ADVISORY
Our strategies and investment selections are objective-based and prioritize limiting drawdown over returns. With an extensive library to choose from, our investment options are custom-tailored to each individual’s financial goals.
BROAD EXPERTISE
Our team brings decades of experience building portfolios and working with advisory businesses. Our expertise ranges from analyzing market trends, developing new strategies, building portfolios of strategic and dynamic disciplines, and working with many types of advisors to grow their businesses. This experience is enriched through our sub-advisor partnerships with many of the top asset managers in the industry.
RISK MANAGEMENT
Our investment approach is minimize volatility and maximize returns across market and business cycles. The goal is to avoid large drawdowns while generating consistent returns. We do this through proprietary risk management. Our strategies take into account each investor’s risk tolerance and above all, risk capacity.
MEET THE TEAM
RYAN WHELESS
FOUNDER
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 ENGLISH
PRESIDENT
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.
CALI WHELESS
DIRECTOR OF OPERATIONS
With a great deal of knowledge of the industry, she stepped into the Operations role at Allied Wealth in 2017. She now oversees the financial and operational aspects of the company.
Cali is originally from Michigan and has quickly grown to love the lack of snow in Texas. She loves to spend time with her family; Ryan, Aria, Jack, and Bella. You can usually find them enjoying the outdoors, eating a good meal, or watching Elmo.
KELLY NAPOLEON
DIRECTOR OF ADVISOR SERVICES
Kelly graduated Magna Cum Laude from Sam Houston State University. To better assist clients to build a holistic financial plan, she achieved her CERTIFIED FINANCIAL PLANNER™ certification through Rice University.
A native Texan who resides in The Woodlands with her husband Justin and three dogs Maya, Honey, and Ryder. They are an active family that spends the majority of their free time hiking, road cycling, and planning their next National Park adventure.
MELISSA RUDDELL
DIRECTOR OF COMPLIANCE
Melissa has been a Technical Sergeant in the US Air Force since February 2009, where she has learned immense skills that carry into work and her personal life.
She is happily married to her husband Greg and has two dogs named Ruby Rose and Bella. In her spare time, she loves to run, decorate her home, and hang out by the pool with her dogs.