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 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 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 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


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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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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