Align Wealth Management

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


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Team photo for Align Wealth Management
Team photo for Align Wealth Management

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Advisors

Drew Watson

CFP®

Private Wealth Advisor

Chief Executive Officer of Align Wealth Management
Visit Drew Watson's website

Travis Ray Chaney

CFP®

Financial Advisor

Franchise Consultant
Visit Travis Ray Chaney's website

Amy Wiitala

CFP®, CDFA®

Financial Advisor

Managing Director of Align Wealth Management
Visit Amy Wiitala's website

Brian Wilborn

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brian Wilborn's website

Heath Greenwell

CFP®, APMA

Private Wealth Advisor

Visit Heath Greenwell's website

Michael Tison

APMA

Financial Advisor

Managing Partner of Align Wealth Management
Visit Michael Tison's website

Bruce Gillen

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bruce Gillen's website

Suresh Sallan

Financial Advisor

Visit Suresh Sallan's website

Gary Thomas Ward

CFP®, CRPC, CMFA®

Financial Advisor

Certified Military Financial Advisor®
Visit Gary Thomas Ward's website

David Fry

APMA

Financial Advisor

Visit David Fry's website

JD Ramsey

Financial Advisor

Insurance Specialist
Visit JD Ramsey's website

Burns Mackey

Financial Advisor

Investment Manager
Visit Burns Mackey's website

April Thurman

Associate Financial Advisor

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

Dora Riley

Financial Advisor

Visit Dora Riley's website

Madison Haycraft

APMA

Associate Financial Advisor

Visit Madison Haycraft's website

Carson Andersen

CFP®, CPA, APMA

Associate Financial Advisor

Visit Carson Andersen's website

Debra Woodard

Financial Consultant

Visit Debra Woodard'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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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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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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Cheryl Blair

Cheryl Blair

Client Service Specialist

Kelly Ramsey

Kelly Ramsey

Paraplanner

Ashley Maier

Ashley Maier

Client Service Specialist

Brittney Restivo Chapman

Brittney Restivo Chapman

Business Development Manager

Benjamin Bowers

Benjamin Bowers

Financial Planning Assistant

Brittney Restivo Chapman

Brittney Restivo Chapman

Business Development Manager

Katie Isaacs

Katie Isaacs

Client Service Manager

Rusty Davis

Rusty Davis

Financial Planning Specialist