Align Wealth Management

With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



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
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
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
Visit Amy Wiitala's website
Brian Wilborn, Financial Advisor serving the Owensboro, KY area - Ameriprise Advisors

Brian Wilborn

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brian Wilborn's website
Heath Greenwell, Private Wealth Advisor serving the Owensboro, KY area - Ameriprise Advisors

Heath Greenwell

CFP®, APMA®

Private Wealth Advisor

Visit Heath Greenwell's website
Bruce Gillen, Private Wealth Advisor serving the Owensboro, KY area - Ameriprise Advisors

Bruce Gillen

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bruce Gillen's website
Suresh Sallan, Financial Advisor serving the Owensboro, KY area - Ameriprise Advisors

Suresh Sallan

Financial Advisor

Visit Suresh Sallan's website
Wesley Gersh, Financial Advisor serving the Owensboro, KY area - Ameriprise Advisors

Wesley Gersh

JD, APMA®

Financial Advisor

Visit Wesley Gersh's website
Debra Woodard, Financial Consultant serving the Owensboro, KY area - Ameriprise Advisors

Debra Woodard

Financial Consultant

Visit Debra Woodard's website
Gary Thomas Ward, Financial Advisor serving the Owensboro, KY area - Ameriprise Advisors

Gary Thomas Ward

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gary Thomas Ward's website
Michael Tison, Financial Advisor serving the Owensboro, KY area - Ameriprise Advisors

Michael Tison

Financial Advisor

Visit Michael Tison's website
David Fry, Financial Advisor serving the Owensboro, KY area - Ameriprise Advisors

David Fry

Financial Advisor

Visit David Fry's website
JD Ramsey, Financial Advisor serving the Owensboro, KY area - Ameriprise Advisors

JD Ramsey

APMA®

Financial Advisor

Insurance Specialist
Visit JD Ramsey's website
Madison Haycraft, Associate Financial Advisor serving the Owensboro, KY area - Ameriprise Advisors

Madison Haycraft

APMA®

Associate Financial Advisor

Visit Madison Haycraft's website
Burns Mackey, Financial Advisor serving the Owensboro, KY area - Ameriprise Advisors

Burns Mackey

Financial Advisor

Investment Manager
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
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
Visit April Thurman'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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Zachary Knight

Zachary Knight

Business Development Manager

Qualifications

  • Bachelors Degree: University of Kentucky

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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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 Specialist

Roles & Responsibilities

  • Columbia, TN office: Assists with day-to-day operations, including managing client communications, scheduling, necessary paperwork, and more.
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Paula Montalvo

Paula Montalvo

Client Service Specialist

Kelly Ramsey

Paraplanner

Cheryl Blair

Client Service Specialist

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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Garrett Jenkins

Client Service Specialist

Morgan Sands

Client Service Specialist