Align Wealth Management

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.


Advisors

Drew Watson

Drew Watson

Private Wealth Advisor

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Travis Ray Chaney

Travis Ray Chaney

Financial Advisor

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Amy Wiitala

Amy Wiitala

Financial Advisor

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Wesley Gersh

Wesley Gersh

Financial Advisor

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Heath Greenwell

Heath Greenwell

Financial Advisor

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Brian Wilborn

Brian Wilborn

Financial Advisor

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Debra Woodard

Debra Woodard

Financial Consultant

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Suresh Sallan

Suresh Sallan

Financial Advisor

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Rusty Davis

Rusty Davis

Associate Financial Advisor

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Burns Mackey

Burns Mackey

Financial Advisor

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Team

Stephanie Johnson

Stephanie Johnson

Client Service Manager

Amber Oliver

Amber Oliver

Client Relationship Manager

Darlene Grimsley

Darlene Grimsley

Assistant