The Team
Chrysalis Wealth Management
If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

Renae E Smith

Renae E Smith

Financial Advisor

More about me...

Contact

renae.e.smith@ampf.com

928.368.4090

Designations

CFP®, CRPC®, CLTC®

Top Areas of Focus

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

Education

BS, Business Management, Colorado State University
CA Insurance #0I59683

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Kristen Wenaas

Kristen Wenaas

Financial Advisor

More about me...

Contact

kristen.m.wenaas@ampf.com

303.407.1275

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies

Education

BS, University of Colorado at Boulder, Leeds School of Business

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Terry Bevan

Terry Bevan

Financial Advisor

More about me...

Contact

terry.bevan@ampf.com

303.407.1275

Designations

MBA, CFP®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

B.A. in Government from Hamilton College in Clinton, NY., M.B.A. in Finance from University of Denver in Denver, CO.
CA Insurance #0M38067

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Mark Nelson

Mark Nelson

Financial Advisor

More about me...

Contact

mark.nelson@ampf.com

719.599.0833

Top Areas of Focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Tax Planning Strategies

Education

BS, Atmospheric Meteorology, University of Wisconsin
CA Insurance #0L75434

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Our Staff

Sue Peggs

Sue Peggs

Paraplanner
Trish Thompson

Trish Thompson

Marketing Manager
Tina Nica

Tina Nica

Client Concierge
Cara Garrett

Cara Garrett

Paraplanner
Client Concierge
Hope Septer

Hope Septer

Client Service Coordinator
Financial Planning Assistant
Stacie Gaines

Stacie Gaines

Financial Planning Assistant
Christine Philips

Christine Philips

Client Concierge
More about me...

Contact

Christine.Philips@ampf.com

505.822.7924

Qualifications

  • Has been in the Financial Industry for over 5 years.

Roles & Responsibilities

  • Client Concierge, New Mexico office.
Julie Witherow

Julie Witherow

Paraplanner
More about me...

Contact

julie.witherow@ampf.com

719.599.0833

Qualifications

  • Fully Licensed
  • Has been in the financial industry for over 10 years.
Andrew Witherow

Andrew Witherow

Paraplanner

Christy Hubbell

Client Concierge
More about me...

Contact

Christy.Hubbell@ampf.com

928.851.3609

Qualifications

  • Has worked in the Financial Industry for over 25 years.

Roles & Responsibilities

  • Client Concierge, Lakeside, Arizona