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3621 Discovery Parkway, Suite 123, Columbia, MO 65201

573-397-7740
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Meet the Team

At our firm, we have the client—and only the client—in mind.

Adam Bethel

Adam Bethel

Financial Advisor, BFA

adam@alignedwg.com

Adam got his securities and insurance licenses in 2003 while attending Culver-Stockton College wherehe received Bachelor of Science degrees in Accounting and Finance. Adam was a member of thebaseball team and the golf team during his...

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Ashli Eaves

Ashli Eaves, ChSNC®

Financial Advisor

ashli@alignedwg.com

Ashli has a love for education that spans from her past career to her present clientrelationships. Ashli spent 12 years in the education field with a primary focus on gifted andtalented learning. During her time teaching, she earned a...

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Jake Walters

Jake Walters

Financial Advisor

jake@alignedwg.com

Jake Walters earned his Bachelors degree in Business Administration, majoring in Finance andBanking, from the University of Missouri in 2021. Upon graduation, Jake delved into thesecurities industry, discovering his true passion for...
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Kareem Ali

Kareem Ali

Administrative Assistant

kareem@alignedwg.com

Kareem was born and raised in Jefferson City, where he graduated from Jefferson City High School. He is currently a student at the University of Missouri, pursuing a degree in Personal Financial Planning with the goal of becoming a...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.