The personal wealth advisory firm for those who want high-quality advice and transparent guidance.
What We Do
The Align Choice
Align is independent. Translation: We’re not influenced by a bank or an insurance company. This freedom lets us be us—and give you sound financial advice that’s aligned with your best interests. This highly personalized approach is complemented by a comprehensive array of services for either individuals, families, non-profits and corporations, creating a holistic program to help meet your unique goals for the future.
Who We Are
Meet the Team
With Align, you’ll have access to decades of experience and a mindfulness that everything that makes you you should be a part of your wealth management or retirement planning. Together, we can develop a long-term game plan for the future that gives you the same freedom that helps make us, us.
James L. Werst, CFP®, AIF®
Mark A. Roda, CRPC®, AIF®
Janel Cross, AIF®
Erik Laymon, MBA
Portfolio Analyst & Planning Services Manager
Client Relationship Manager
Participant Services Specialist
Aligning Investment & Intention
Ultimately, what guides us is you. We’re all unique. So, wouldn’t it be nice to work with a team who appreciates that individuality and uses it in a personalized approach?