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.

Director of New Business and Client Services


Dena brings over two decades of expertise from the financial sector to our team, having navigated diverse roles throughout her career. Her passion lies in client service, where she dedicates herself wholeheartedly to leveraging her experience to deliver exceptional support to our clients.

Known for her proactive approach, Dena thrives on challenges and cherishes building strong relationships with both new and longstanding clients.

Outside of work, Dena finds joy in her marriage to Bruce, and they call Montgomery, TX, home. Having relocated from her hometown of Kansas City, MO, just two years ago, she has embraced the welcoming community at Allied Wealth. During her leisure time, Dena treasures moments with her two grandchildren and seeks out new experiences alongside her husband.