The Team

Align Wealth Management

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Drew Watson

Drew Watson

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Business Administration, Finance, University of Notre Dame, South Bend, IN
CA Insurance #0E33993

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Travis Ray Chaney

Travis Ray Chaney

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

Bachelor of Arts, Kentucky Wesleyan College
CA Insurance #0H48671 AR License #952648

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Amy Wiitala

Amy Wiitala

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Business Retirement Plans

Education

BA Northwood University Business Management Midland MI
CA Insurance #0I33740

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Brian Wilborn

Brian Wilborn

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances

Education

Bachelors in Consumer Economics and Finance from the University of Illinois, Associates in Science from Southeastern Illinois College

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Heath Greenwell

Heath Greenwell

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

BA, Business Administration, Kentucky Wesleyan College, Owensboro, KY

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Wesley Gersh

Wesley Gersh

Financial Advisor

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Designations

JD, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Education

Undergraduate degree in Accounting from Indiana University, Juris Doctorate with honors from the University of Louisville

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Debra Woodard

Debra Woodard

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments

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Suresh Sallan

Suresh Sallan

Financial Advisor

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Top Areas of Focus

  • Family Finances
  • Investments
  • Tax Planning Strategies

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Rusty Davis

Rusty Davis

Associate Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Investments
  • Tax Planning Strategies

Education

Murray State University, Bachelor of Science in Business Administration

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Burns Mackey

Burns Mackey

Financial Advisor

More about me...

Designations

APMA®

Top Areas of Focus

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies

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Our Staff

Stacy Watson

Stacy Watson

Client Service Manager

Stephanie Johnson

Stephanie Johnson

Client Service Manager

Amber Oliver

Amber Oliver

Client Relationship Manager

Madison Haycraft

Madison Haycraft

Paraplanner

Ashley Phillips

Ashley Phillips

Business Development Director

Darlene Grimsley

Darlene Grimsley

Assistant