Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Kimberly Maez

Kimberly Maez

CFP®, APMA, CEPA®

Private Wealth Advisor

Chief Executive Officer of Chrysalis Wealth Management
Learn more about Kimberly Maez Visit Kimberly Maez's website
Advisor photo for Chad Heberly

Chad Heberly

Financial Advisor

Chief Operating Officer of Chrysalis Wealth Management
Learn more about Chad Heberly Visit Chad Heberly's website
Advisor photo for Renae E Smith

Renae E Smith

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Renae E Smith Visit Renae E Smith's website
Advisor photo for Mark Nelson

Mark Nelson

CFP®

Financial Advisor

Learn more about Mark Nelson Visit Mark Nelson's website
Advisor photo for Mike Hutcheson

Mike Hutcheson

MBA, CFP®

Financial Advisor

Learn more about Mike Hutcheson Visit Mike Hutcheson's website
Advisor photo for Austin Braund

Austin Braund

APMA

Financial Advisor

Learn more about Austin Braund Visit Austin Braund's website
Advisor photo for Chris Unfug

Chris Unfug

CFP®, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Chris Unfug Visit Chris Unfug's website


Our team

Susan Peggs- CRPC

Susan Peggs- CRPC

Financial Planning Specialist

Stacie Gaines

Stacie Gaines

Financial Planning Assistant

Byron Ingram

Byron Ingram

Paraplanner

Marcia Burnham

Marcia Burnham

Paraplanner

Christine Philips

Christine Philips

Client Concierge

Aubrey Kotulock

Aubrey Kotulock

Client Concierge

Sherry Gardner

Sherry Gardner

Client Concierge

Julie Maat-Yocum

Julie Maat-Yocum

Client Concierge

Mackenzie Martinich

Mackenzie Martinich

Executive Assistant

Trudy Foland

Trudy Foland

Client Service Coordinator

Heather Hutmacher

Heather Hutmacher

Client Service Coordinator