Align Wealth Management

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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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 Michael Tison

Michael Tison

APMA®

Financial Advisor

Managing Director of Align Wealth Management
Visit Michael Tison'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 David Fry

David Fry

APMA®, CEPA®

Financial Advisor

Visit David Fry's website
Advisor photo for JD Ramsey

JD Ramsey

APMA®

Financial Advisor

Insurance Specialist
Visit JD Ramsey's website
Advisor photo for Burns Mackey

Burns Mackey

APMA®

Financial Advisor

Investment Manager
Visit Burns Mackey's website
Advisor photo for Dora Riley

Dora Riley

APMA®

Financial Advisor

Visit Dora Riley's website
Advisor photo for Madison Haycraft

Madison Haycraft

APMA®

Financial Advisor

Visit Madison Haycraft's website
Advisor photo for Carson Andersen

Carson Andersen

CFP®, CPA, APMA®, CEPA®

Financial Advisor

Visit Carson Andersen's website
Advisor photo for Debra Woodard

Debra Woodard

Financial Consultant

Visit Debra Woodard's website
Advisor photo for Kelly Ramsey

Kelly Ramsey

APMA®

Financial Advisor

Visit Kelly Ramsey's website
Advisor photo for Scott Hill

Scott Hill

CPA, APMA®

Financial Advisor

Visit Scott Hill's website


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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Katie Isaacs

Katie Isaacs

Client Service Manager

Jennifer Sevcik

Jennifer Sevcik

Operations Director

Rusty Davis

Rusty Davis

Financial Planning Specialist

Christy Chaney

Christy Chaney

Marketing 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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Payton Dixon

Payton Dixon

Client Concierge