Align Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Bruce Gillen, Private Wealth Advisor serving the Columbia, TN area - Ameriprise Advisors

Bruce Gillen

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bruce Gillen's website
Drew Watson, Private Wealth Advisor serving the Columbia, TN area - Ameriprise Advisors

Drew Watson

CFP®

Private Wealth Advisor

Chief Executive Officer of Align Wealth Management
Visit Drew Watson's website
Travis Ray Chaney, Financial Advisor serving the Columbia, TN area - Ameriprise Advisors

Travis Ray Chaney

CFP®

Financial Advisor

Franchise Consultant
Visit Travis Ray Chaney's website
Amy Wiitala, Financial Advisor serving the Columbia, TN area - Ameriprise Advisors

Amy Wiitala

CFP®, APMA®

Financial Advisor

Chief Operating Officer of Align Wealth Management
Visit Amy Wiitala's website
Brian Wilborn, Financial Advisor serving the Columbia, TN area - Ameriprise Advisors

Brian Wilborn

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brian Wilborn's website
Heath Greenwell, Private Wealth Advisor serving the Columbia, TN area - Ameriprise Advisors

Heath Greenwell

CFP®, APMA®

Private Wealth Advisor

Visit Heath Greenwell's website
Suresh Sallan, Financial Advisor serving the Columbia, TN area - Ameriprise Advisors

Suresh Sallan

Financial Advisor

Visit Suresh Sallan's website
Wesley Gersh, Financial Advisor serving the Columbia, TN area - Ameriprise Advisors

Wesley Gersh

JD, APMA®

Financial Advisor

Visit Wesley Gersh's website
Debra Woodard, Financial Consultant serving the Columbia, TN area - Ameriprise Advisors

Debra Woodard

Financial Consultant

Visit Debra Woodard's website
Gary Thomas Ward, Financial Advisor serving the Columbia, TN area - Ameriprise Advisors

Gary Thomas Ward

CFP®, CRPC®

Financial Advisor

Certified Military Financial Advisor
Visit Gary Thomas Ward's website
Michael Tison, Financial Advisor serving the Columbia, TN area - Ameriprise Advisors

Michael Tison

APMA®

Financial Advisor

Visit Michael Tison's website
David Fry, Financial Advisor serving the Columbia, TN area - Ameriprise Advisors

David Fry

Financial Advisor

Visit David Fry's website
JD Ramsey, Financial Advisor serving the Columbia, TN area - Ameriprise Advisors

JD Ramsey

APMA®

Financial Advisor

Insurance Specialist
Visit JD Ramsey's website
Madison Haycraft, Associate Financial Advisor serving the Columbia, TN area - Ameriprise Advisors

Madison Haycraft

APMA®

Associate Financial Advisor

Visit Madison Haycraft's website
Burns Mackey, Financial Advisor serving the Columbia, TN area - Ameriprise Advisors

Burns Mackey

Financial Advisor

Investment Manager
Visit Burns Mackey's website
Rusty Davis, Associate Financial Advisor serving the Columbia, TN area - Ameriprise Advisors

Rusty Davis

CFP®

Associate Financial Advisor

Financial Planning Analyst
Visit Rusty Davis's website
April Thurman, Associate Financial Advisor serving the Columbia, TN area - Ameriprise Advisors

April Thurman

Associate Financial Advisor

Managing Director of Align Wealth Management
Visit April Thurman's website

Team

Stephanie Johnson

Stephanie Johnson

Client Service Manager

Zach Knight

Zach Knight

Business Development Manager

Amber Oliver

Amber Oliver

Paraplanner

Alissa Davidson

Alissa Davidson

Client Service Specialist

Qualifications

  • Associate of Science with an emphasis in Accounting, Columbia State Community College
  • Joined the Team in 2006

Roles & Responsibilities

  • Client Service Specialist
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Paula Montalvo

Paula Montalvo

Client Service Specialist

Kelly Ramsey

Paraplanner

Cheryl Blair

Client Service Specialist

Darlene Grimsley

Darlene Grimsley

Client Service Specialist

Garrett Jenkins

Garrett Jenkins

Client Service Specialist

Morgan Sands

Client Service Specialist