Align Wealth Management

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Drew Watson

Drew Watson

Private Wealth Advisor

Visit Drew Watson's website
Travis Ray Chaney

Travis Ray Chaney

Financial Advisor

Franchise Consultant
Visit Travis Ray Chaney's website
Amy Wiitala

Amy Wiitala

Financial Advisor

Chief Operating Officer of Align Wealth Management
Visit Amy Wiitala's website
Wesley Gersh

Wesley Gersh

Financial Advisor

Visit Wesley Gersh's website
Brian Wilborn

Brian Wilborn

Financial Advisor

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

Heath Greenwell

Financial Advisor

Visit Heath Greenwell's website
Debra Woodard

Debra Woodard

Financial Consultant

Visit Debra Woodard's website
Suresh Sallan

Suresh Sallan

Financial Advisor

Visit Suresh Sallan's website
Rusty Davis

Rusty Davis

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Rusty Davis's website
Burns Mackey

Burns Mackey

Financial Advisor

Visit Burns Mackey's website

Team

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

Darlene Grimsley

Darlene Grimsley

Assistant