Align Wealth Management

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

close

Team photo for Align Wealth Management
Team photo for Align Wealth Management

View Larger


Advisors

Drew Watson

CFP®

Private Wealth Advisor

Chief Executive Officer of Align Wealth Management
Visit Drew Watson's website

Travis Ray Chaney

CFP®

Financial Advisor

Franchise Consultant
Visit Travis Ray Chaney's website

Amy Wiitala

CFP®, CDFA®

Financial Advisor

Managing Director of Align Wealth Management
Visit Amy Wiitala's website

Brian Wilborn

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brian Wilborn's website

Heath Greenwell

CFP®, APMA®

Private Wealth Advisor

Visit Heath Greenwell's website

Bruce Gillen

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bruce Gillen's website

Michael Tison

APMA®

Financial Advisor

Managing Director of Align Wealth Management
Visit Michael Tison's website

David Fry

APMA®, CEPA®

Financial Advisor

Visit David Fry's website

JD Ramsey

Financial Advisor

Insurance Specialist
Visit JD Ramsey's website

Madison Haycraft

APMA®

Financial Advisor

Visit Madison Haycraft's website

Dora Riley

APMA®

Financial Advisor

Visit Dora Riley's website

Burns Mackey

Financial Advisor

Investment Manager
Visit Burns Mackey's website


Team

Stephanie Johnson

Stephanie Johnson

Client Service Manager

Roles & Responsibilities

  • Owensboro office: Manages incoming calls, required paperwork, schedules service meetings, and handles daily office operations; assists with events.
View more
Darlene Grimsley

Darlene Grimsley

Client Service Specialist

Roles & Responsibilities

  • Owensboro office: Manages incoming calls, schedules appointments, handles daily office operations, and additional responsibilities as needed.
View more
Alissa Davidson

Alissa Davidson

Client Service Coordinator

Roles & Responsibilities

  • Columbia, TN office: Assists with day-to-day operations, including managing client communications, scheduling, necessary paperwork, and more.
View more