Align Wealth Management

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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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®, APMA®, CDFA®

Private Wealth Advisor

Managing Director 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 Bruce Gillen

Bruce Gillen

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Bruce Gillen's website
Advisor photo for Debra Woodard

Debra Woodard

Financial Consultant

Visit Debra Woodard's website
Advisor photo for Michael Tison

Michael Tison

APMA®

Financial Advisor

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

David Fry

APMA®, CEPA®

Financial Advisor

Visit David Fry's website
Advisor photo for JD Ramsey

JD Ramsey

APMA®

Financial Advisor

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

Madison Haycraft

APMA®

Financial Advisor

Visit Madison Haycraft's website
Advisor photo for Dora Riley

Dora Riley

APMA®

Financial Advisor

Visit Dora Riley's website
Advisor photo for Burns Mackey

Burns Mackey

APMA®

Financial Advisor

Investment Manager
Visit Burns Mackey's website
Advisor photo for Scott Hill

Scott Hill

CPA, APMA®

Financial Advisor

Visit Scott Hill's website
Advisor photo for Benjamin Bowers

Benjamin Bowers

APMA®, CEPA®

Financial Advisor

Visit Benjamin Bowers's website
Advisor photo for Brandon Wiitala

Brandon Wiitala

APMA®

Financial Advisor

Visit Brandon Wiitala's website
Advisor photo for William Pearson

William Pearson

APMA®

Financial Advisor

Visit William Pearson's website
Advisor photo for Carson Andersen

Carson Andersen

CFP®, CPA, APMA®, CEPA®

Financial Advisor

Visit Carson Andersen's website


Team

Jenna Curtis

Jenna Curtis

Practice Manager,

Chief Financial Officer of Align Wealth Management
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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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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Katie Isaacs

Katie Isaacs

Client Service Manager

Christy Chaney

Christy Chaney

Marketing Manager

Rusty Davis

Rusty Davis

Financial Planning Specialist

Jennifer Sevcik

Jennifer Sevcik

Operations Director

Matt Arnett

Business Development Specialist