The Team

Align Wealth Management
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Drew Watson

Drew Watson

Private Wealth Advisor

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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

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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
  • Saving for Education
  • Family Finances

Education

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

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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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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

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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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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

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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