Chrysalis Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Chrysalis Wealth Management
Team photo for Chrysalis Wealth Management

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Advisors

Advisor photo for Chad Heberly

Chad Heberly

Financial Advisor

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

Renae E Smith

CFP®, CRPC, APMA

Private Wealth Advisor

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

Mark Nelson

CFP®

Financial Advisor

Visit Mark Nelson's website
Advisor photo for Mike Hutcheson

Mike Hutcheson

MBA, CFP®

Financial Advisor

Visit Mike Hutcheson's website
Advisor photo for Clint Knopp

Clint Knopp

Financial Advisor

Visit Clint Knopp's website
Advisor photo for Austin Braund

Austin Braund

APMA

Financial Advisor

Visit Austin Braund's website
Advisor photo for Annica Roberts

Annica Roberts

MBA

Financial Advisor

Visit Annica Roberts's website


Team

Susan Peggs- CRPC

Susan Peggs- CRPC

Financial Planning Specialist

Stacie Gaines

Stacie Gaines

Financial Planning Assistant

Marcia Burnham

Marcia Burnham

Paraplanner

Byron Ingram

Byron Ingram

Paraplanner

Christine Philips

Christine Philips

Client Concierge

Julie Maat-Yocum

Julie Maat-Yocum

Client Concierge

Aubrey Kotulock

Aubrey Kotulock

Client Concierge

Sherry Gardner

Sherry Gardner

Client Concierge

Mackenzie Martinich

Mackenzie Martinich

Executive Assistant

Trudy Foland

Trudy Foland

Client Service Coordinator