Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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

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Our advisors

Advisor photo for Drew Watson

Drew Watson

CFP®

Private Wealth Advisor

Chief Executive Officer of Align Wealth Management
Learn more about Drew Watson Visit Drew Watson's website
Advisor photo for Travis Ray Chaney

Travis Ray Chaney

CFP®

Financial Advisor

Franchise Consultant
Learn more about Travis Ray Chaney 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
Learn more about Amy Wiitala Visit Amy Wiitala's website
Advisor photo for Michael Tison

Michael Tison

APMA®

Financial Advisor

Managing Director of Align Wealth Management
Learn more about Michael Tison Visit Michael Tison's website
Advisor photo for Heath Greenwell

Heath Greenwell

CFP®, APMA®

Private Wealth Advisor

Learn more about Heath Greenwell Visit Heath Greenwell's website
Advisor photo for Brian Wilborn

Brian Wilborn

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Brian Wilborn Visit Brian Wilborn's website
Advisor photo for Dora Riley

Dora Riley

APMA®

Financial Advisor

Learn more about Dora Riley Visit Dora Riley's website
Advisor photo for Bruce Gillen

Bruce Gillen

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Bruce Gillen Visit Bruce Gillen's website
Advisor photo for Kelly Ramsey

Kelly Ramsey

APMA®

Financial Advisor

Learn more about Kelly Ramsey Visit Kelly Ramsey's website
Advisor photo for Madison Haycraft

Madison Haycraft

APMA®

Financial Advisor

Learn more about Madison Haycraft Visit Madison Haycraft's website
Advisor photo for Burns Mackey

Burns Mackey

APMA®

Financial Advisor

Investment Manager
Learn more about Burns Mackey Visit Burns Mackey's website
Advisor photo for David Fry

David Fry

APMA®, CEPA®

Financial Advisor

Learn more about David Fry Visit David Fry's website
Advisor photo for JD Ramsey

JD Ramsey

APMA®

Financial Advisor

Insurance Specialist
Learn more about JD Ramsey Visit JD Ramsey's website
Advisor photo for Carson Andersen

Carson Andersen

CFP®, CPA, APMA®, CEPA®

Financial Advisor

Learn more about Carson Andersen Visit Carson Andersen's website
Advisor photo for Benjamin Bowers

Benjamin Bowers

APMA®, CEPA®

Financial Advisor

Learn more about Benjamin Bowers Visit Benjamin Bowers's website
Advisor photo for Brandon Wiitala

Brandon Wiitala

APMA®

Financial Advisor

Learn more about Brandon Wiitala Visit Brandon Wiitala's website
Advisor photo for Scott Hill

Scott Hill

CPA, APMA®

Financial Advisor

Learn more about Scott Hill Visit Scott Hill's website
Advisor photo for William Pearson

William Pearson

APMA®

Financial Advisor

Learn more about William Pearson Visit William Pearson'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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Jennifer Sevcik

Jennifer Sevcik

Operations Director

Rusty Davis

Rusty Davis

Financial Planning Specialist

Katie Isaacs

Katie Isaacs

Client Service Manager

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

Payton Dixon

Payton Dixon

Client Concierge