Align Wealth Management

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

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

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Advisors

Drew Watson

CFP®

Private Wealth Advisor

Chief Executive Officer of Align Wealth Management
Visit Drew Watson's website

Travis Ray Chaney

CFP®

Financial Advisor

Franchise Consultant
Visit Travis Ray Chaney's website

Amy Wiitala

CFP®

Financial Advisor

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

Brian Wilborn

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brian Wilborn's website

Heath Greenwell

CFP®, APMA

Private Wealth Advisor

Visit Heath Greenwell's website

Bruce Gillen

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bruce Gillen's website

Debra Woodard

Financial Consultant

Visit Debra Woodard's website

Gary Thomas Ward

CFP®, CRPC, CMFA®

Financial Advisor

Certified Military Financial Advisor®
Visit Gary Thomas Ward's website

Michael Tison

Financial Advisor

Managing Partner of Align Wealth Management
Visit Michael Tison's website

David Fry

Financial Advisor

Visit David Fry's website

JD Ramsey

Financial Advisor

Insurance Specialist
Visit JD Ramsey's website

Madison Haycraft

Associate Financial Advisor

Visit Madison Haycraft's website

Dora Riley

Financial Advisor

Visit Dora Riley's website

April Thurman

Associate Financial Advisor

Managing Director of Align Wealth Management
Visit April Thurman's website

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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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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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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Kelly Ramsey

Kelly Ramsey

Paraplanner

Cheryl Blair

Cheryl Blair

Client Service Specialist

Ashley Maier

Ashley Maier

Client Service Specialist