Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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

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Our advisors

Advisor photo for Kimberly Maez

Kimberly Maez

CFP®, APMA®

Private Wealth Advisor

Chief Executive Officer of Chrysalis Wealth Management
Learn more about Kimberly Maez Visit Kimberly Maez's website
Advisor photo for Renae E Smith

Renae E Smith

CFP®, 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 Clint Knopp

Clint Knopp

APMA®

Financial Advisor

Learn more about Clint Knopp Visit Clint Knopp's website
Advisor photo for Ryan Holzwarth

Ryan Holzwarth

APMA®

Financial Advisor

Learn more about Ryan Holzwarth Visit Ryan Holzwarth's website
Advisor photo for Tzarina Sherfey

Tzarina Sherfey

CRPC, APMA®, CMFA®

Financial Advisor

Learn more about Tzarina Sherfey Visit Tzarina Sherfey's website
Advisor photo for Reggie Alilonu

Reggie Alilonu

MBA, CFP®, CPA

Financial Advisor

Learn more about Reggie Alilonu Visit Reggie Alilonu's website
Advisor photo for Alie Olsen

Alie Olsen

CFP®, APMA®

Financial Advisor

Learn more about Alie Olsen Visit Alie Olsen'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
Advisor photo for Regis Dahl

Regis Dahl

APMA®

Financial Advisor

Learn more about Regis Dahl Visit Regis Dahl's website


Our team

Jamie Canyock

Jamie Canyock

Operations Specialist

Shelly Green

Shelly Green

Client Concierge

Julie Maat-Yocum

Julie Maat-Yocum

Client Concierge

Pamela Morgan

Administrative Assistant

Kam Silva

Kam Silva

Financial Planning Specialist

Teresa Unfug

Teresa Unfug

Client Service Manager

Nick Unfug

Nick Unfug

Client Service Specialist

Robert Valentine

Robert Valentine

Marketing Specialist

Ethan Alfaro

Ethan Alfaro

Financial Planning Specialist

Julius Smith

Julius Smith

Client Concierge