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.


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

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Advisors

Advisor photo for Drew Watson

Drew Watson

CFP®

Private Wealth Advisor

Chief Executive Officer of Align Wealth Management
Visit Drew Watson's website
Advisor photo for Travis Ray Chaney

Travis Ray Chaney

CFP®

Financial Advisor

Franchise Consultant
Visit Travis Ray Chaney's website
Advisor photo for Amy Wiitala

Amy Wiitala

CFP®

Financial Advisor

Chief Operating Officer of Align Wealth Management
Visit Amy Wiitala's website
Advisor photo for Brian Wilborn

Brian Wilborn

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brian Wilborn's website
Advisor photo for Heath Greenwell

Heath Greenwell

CFP®, APMA

Private Wealth Advisor

Visit Heath Greenwell's website
Advisor photo for Bruce Gillen

Bruce Gillen

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bruce Gillen's website
Advisor photo for Suresh Sallan

Suresh Sallan

Financial Advisor

Visit Suresh Sallan's website
Advisor photo for Gary Thomas Ward

Gary Thomas Ward

CFP®, CRPC, CMFA®

Financial Advisor

Certified Military Financial Advisor®
Visit Gary Thomas Ward's website
Advisor photo for Michael Tison

Michael Tison

APMA

Financial Advisor

Managing Partner of Align Wealth Management
Visit Michael Tison's website
Advisor photo for David Fry

David Fry

Financial Advisor

Visit David Fry's website
Advisor photo for JD Ramsey

JD Ramsey

Financial Advisor

Insurance Specialist
Visit JD Ramsey's website
Advisor photo for Madison Haycraft

Madison Haycraft

Associate Financial Advisor

Visit Madison Haycraft's website
Advisor photo for Dora Riley

Dora Riley

Financial Advisor

Visit Dora Riley's website
Advisor photo for April Thurman

April Thurman

Associate Financial Advisor

Managing Director of Align Wealth Management
Visit April Thurman's website
Advisor photo for Burns Mackey

Burns Mackey

APMA

Financial Advisor

Investment Manager
Visit Burns Mackey's website
Advisor photo for Rusty Davis

Rusty Davis

CFP®

Associate Financial Advisor

Financial Planning Analyst
Visit Rusty Davis'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.
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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.
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Kelly Ramsey

Kelly Ramsey

Paraplanner

Cheryl Blair

Cheryl Blair

Client Service Specialist

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.
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Ashley Maier

Ashley Maier

Client Service Specialist