Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Drew Watson

CFP®

Private Wealth Advisor

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

Travis Ray Chaney

CFP®

Financial Advisor

Franchise Consultant
Learn more about Travis Ray Chaney Visit Travis Ray Chaney's website

Amy Wiitala

CFP®, CDFA®

Financial Advisor

Managing Director of Align Wealth Management
Learn more about Amy Wiitala Visit Amy Wiitala's website

Michael Tison

APMA

Financial Advisor

Managing Director of Align Wealth Management
Learn more about Michael Tison Visit Michael Tison's website

Heath Greenwell

CFP®, APMA

Private Wealth Advisor

Learn more about Heath Greenwell Visit Heath Greenwell's website

Brian Wilborn

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brian Wilborn Visit Brian Wilborn's website

Dora Riley

APMA

Financial Advisor

Learn more about Dora Riley Visit Dora Riley's website

Bruce Gillen

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bruce Gillen Visit Bruce Gillen's website

Kelly Ramsey

APMA

Financial Advisor

Learn more about Kelly Ramsey Visit Kelly Ramsey's website

Madison Haycraft

APMA

Financial Advisor

Learn more about Madison Haycraft Visit Madison Haycraft's website

Burns Mackey

Financial Advisor

Investment Manager
Learn more about Burns Mackey Visit Burns Mackey's website

David Fry

APMA

Financial Advisor

Learn more about David Fry Visit David Fry's website

JD Ramsey

Financial Advisor

Insurance Specialist
Learn more about JD Ramsey Visit JD Ramsey's website

Carson Andersen

CFP®, CPA, APMA, CEPA®

Financial Advisor

Learn more about Carson Andersen Visit Carson Andersen's website

Benjamin Bowers

APMA

Financial Advisor

Learn more about Benjamin Bowers Visit Benjamin Bowers's website

Scott Hill

CPA

Financial Advisor

Learn more about Scott Hill Visit Scott Hill's website


Our 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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Brittney Restivo

Brittney Restivo

Business Development Manager

Jennifer Sevcik

Jennifer Sevcik

Operations Director

Rusty Davis

Rusty Davis

Financial Planning Specialist

Katie Isaacs

Katie Isaacs

Client Service Manager

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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Christy Chaney

Christy Chaney

Marketing Manager

Kristan Settle

Kristan Settle

Client Service Specialist

William Pearson

William Pearson

Assistant

Trish Fisher

Trish Fisher

Client Service Specialist