The Team

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, and really get to know them. This way, we understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today.

Our Advisors

Drew Watson

Drew Watson

Private Wealth Advisor

More about me...

Contact

william.a.watson@ampf.com

270.684.8424

Designations

CFP®

Top Areas of Focus

  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Business Administration, Finance, University of Notre Dame, South Bend, IN
CA Insurance #0E33993

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Travis Ray Chaney

Travis Ray Chaney

Financial Advisor

More about me...

Contact

travis.r.chaney@ampf.com

270.684.8424

Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
CA Insurance #0H48671 AR License #952648

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Amy Wiitala

Amy Wiitala

Financial Advisor

More about me...

Contact

AMY.K.WIITALA@ampf.com

502.423.7073

Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances

Education

BA Northwood University Business Management Midland MI
CA Insurance #0I33740

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Wesley Gersh

Wesley Gersh

Financial Advisor

More about me...

Contact

Wes.Gersh@ampf.com

502.423.7073

Designations

JD, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Education

Undergraduate degree in Accounting from Indiana University, Juris Doctorate with honors from the University of Louisville

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Heath Greenwell

Heath Greenwell

Financial Advisor

More about me...

Contact

heath.b.greenwell@ampf.com

270.684.8424

Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

BA, Business Administration, Kentucky Wesleyan College, Owensboro, KY

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Brian Wilborn

Brian Wilborn

Financial Advisor

More about me...

Contact

brian.r.wilborn@ampf.com

270.684.8424

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances

Education

Bachelors in Consumer Economics and Finance from the University of Illinois, Associates in Science from Southeastern Illinois College

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Debra Woodard

Debra Woodard

Financial Advisor

More about me...

Contact

DEBRA.WOODARD@ampf.com

270.684.8424

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments

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Suresh Sallan

Suresh Sallan

Financial Advisor

More about me...

Contact

suresh.x.sallan@ampf.com

270.684.8424

Top Areas of Focus

  • Family Finances
  • Investments
  • Tax Planning Strategies

VISIT MY WEBSITE

Rusty Davis

Rusty Davis

Associate Financial Advisor

More about me...

Contact

Rusty.L.Davis@ampf.com

270.684.8424

Designations

CFP®

Top Areas of Focus

  • Investments
  • Tax Planning Strategies

Education

Murray State University, Bachelor of Science in Business Administration

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Burns Mackey

Burns Mackey

Financial Advisor

More about me...

Contact

Benjamin.Mackey@ampf.com

270.684.8424

Designations

APMA®

Top Areas of Focus

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies

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Our Staff

April Kemplin

April Kemplin

Marketing Specialist

Business Development Director
More about me...

Contact

april.kemplin@ampf.com

270.684.8424

Qualifications

  • Bachelor's Degree from Western Kentucky University, emphasis in Business Management

Roles & Responsibilities

  • Responsible for all marketing related materials associated with the firm, including print ads, social media and branding.
  • Organizes all special events and seminars.
Stacy Anderson

Stacy Anderson

Client Service Manager

More about me...

Contact

stacy.r.anderson@ampf.com

270.684.8424 Ext. 115

Qualifications

  • Member of the WCA team since 2010
  • Over 10 years of client service experience
Stephanie Johnson

Stephanie Johnson

Assistant

More about me...

Contact

stephanie.johnson@ampf.com

270.684.8424 Ext. 105

Roles & Responsibilities

  • Member of the WCA team since 2017
  • Appointment Scheduling
  • Client Service
Lauren Pierce

Lauren Pierce

Client Concierge

Amber Oliver

Amber Oliver

Client Relationship Manager

Madison Haycraft

Madison Haycraft

Paraplanner

Crista Steinrock

Client Relationship Manager