Align Wealth Management

Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Advisors

Drew Watson

Drew Watson

CFP®

Private Wealth Advisor

Visit Drew Watson's website
Travis Ray Chaney

Travis Ray Chaney

CFP®

Financial Advisor

Franchise Consultant
Visit Travis Ray Chaney's website
Amy Wiitala

Amy Wiitala

CFP®, APMA®

Financial Advisor

Chief Operating Officer of Align Wealth Management
Visit Amy Wiitala's website
Bruce Gillen

Bruce Gillen

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bruce Gillen's website
Heath Greenwell

Heath Greenwell

CFP®, APMA®

Financial Advisor

Visit Heath Greenwell's website
Brian Wilborn

Brian Wilborn

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brian Wilborn's website
Suresh Sallan

Suresh Sallan

Financial Advisor

Visit Suresh Sallan's website
Wesley Gersh

Wesley Gersh

JD, APMA®

Financial Advisor

Visit Wesley Gersh's website
Debra Woodard

Debra Woodard

Financial Consultant

Visit Debra Woodard's website
Burns Mackey

Burns Mackey

Financial Advisor

Investment Manager
Visit Burns Mackey's website
Rusty Davis

Rusty Davis

CFP®

Associate Financial Advisor

Financial Planning Analyst
Visit Rusty Davis's website
April Thurman

April Thurman

Associate Financial Advisor

Managing Director of Align Wealth Management
Visit April Thurman's website
Madison Haycraft

Madison Haycraft

Associate Financial Advisor

Visit Madison Haycraft's website

Team

Stephanie Johnson

Stephanie Johnson

Client Service Manager

Zachary Knight

Zachary Knight

Business Development Manager

Dianne Elder Reinen

Dianne Elder Reinen

Marketing Manager

Amber Oliver

Amber Oliver

Paraplanner

Alissa Davidson

Alissa Davidson

Client Service Coordinator

Darlene Grimsley

Darlene Grimsley

Client Service Specialist