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



Our advisors

Drew Watson, Private Wealth Advisor serving the Owensboro, KY area - Ameriprise 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, Financial Advisor serving the Owensboro, KY area - Ameriprise Advisors

Travis Ray Chaney

CFP®

Financial Advisor

Franchise Consultant
Learn more about Travis Ray Chaney Visit Travis Ray Chaney's website
Amy Wiitala, Financial Advisor serving the Owensboro, KY area - Ameriprise Advisors

Amy Wiitala

CFP®, APMA®

Financial Advisor

Chief Operating Officer of Align Wealth Management
Learn more about Amy Wiitala Visit Amy Wiitala's website
Bruce Gillen, Private Wealth Advisor serving the Owensboro, KY area - Ameriprise Advisors

Bruce Gillen

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bruce Gillen Visit Bruce Gillen's website
Heath Greenwell, Private Wealth Advisor serving the Owensboro, KY area - Ameriprise Advisors

Heath Greenwell

CFP®, APMA®

Private Wealth Advisor

Learn more about Heath Greenwell Visit Heath Greenwell's website
Brian Wilborn, Financial Advisor serving the Owensboro, KY area - Ameriprise Advisors

Brian Wilborn

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brian Wilborn Visit Brian Wilborn's website
Burns Mackey, Financial Advisor serving the Owensboro, KY area - Ameriprise Advisors

Burns Mackey

Financial Advisor

Investment Manager
Learn more about Burns Mackey Visit Burns Mackey's website
Rusty Davis, Associate Financial Advisor serving the Owensboro, KY area - Ameriprise Advisors

Rusty Davis

CFP®

Associate Financial Advisor

Financial Planning Analyst
Learn more about Rusty Davis Visit Rusty Davis's website
April Thurman, Associate Financial Advisor serving the Owensboro, KY area - Ameriprise Advisors

April Thurman

Associate Financial Advisor

Managing Director of Align Wealth Management
Learn more about April Thurman Visit April Thurman's website
Madison Haycraft, Associate Financial Advisor serving the Owensboro, KY area - Ameriprise Advisors

Madison Haycraft

Associate Financial Advisor

Learn more about Madison Haycraft Visit Madison Haycraft's website
JD Ramsey, Financial Advisor serving the Owensboro, KY area - Ameriprise Advisors

JD Ramsey

APMA®

Financial Advisor

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

David Fry

Financial Advisor

Learn more about David Fry Visit David Fry's website

Our 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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Zachary Knight

Zachary Knight

Business Development Manager

Roles & Responsibilities

  • Owensboro office: Oversees marketing and business development operations across all locations; responsible for planning networking, appreciation, and community outreach events
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Dianne Elder

Dianne Elder

Marketing Manager

Roles & Responsibilities

  • TN office: Responsible for marketing activities for TN office, as well as assisting with marketing activities in Owensboro and Louisville offices as needed.
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Amber Oliver

Amber Oliver

Paraplanner

Roles & Responsibilities

  • Louisville office: Oversees day-to-day operations, including managing client communications, scheduling, necessary paperwork, and more.
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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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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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