The Allied
Wealth Story

Allied Wealth is fully dedicated to your financial future, financial security and retirement.
With Allied Wealth, you will spend less time worrying and more time enjoying the life you've earned.

Chief Operating Officer

Cali Wheless headshot



Cali has been in the financial services industry for 12 years. She spent the majority of her career in Client Services, assisting clients with new business and service-related requests.

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.