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.

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Our advisors

Kimberly Maez

CFP®, APMA®

Private Wealth Advisor

Chief Executive Officer of Chrysalis Wealth Management
Learn more about Kimberly Maez Visit Kimberly Maez's website

Renae E Smith

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Renae E Smith Visit Renae E Smith's website

Mark Nelson

CFP®

Financial Advisor

Learn more about Mark Nelson Visit Mark Nelson's website

Mike Hutcheson

MBA, CFP®

Financial Advisor

Learn more about Mike Hutcheson Visit Mike Hutcheson's website

Austin Braund

APMA®

Financial Advisor

Learn more about Austin Braund Visit Austin Braund's website

Ryan Holzwarth

APMA®

Financial Advisor

Learn more about Ryan Holzwarth Visit Ryan Holzwarth's website

Tzarina Sherfey

CRPC, APMA®, CMFA®

Financial Advisor

Learn more about Tzarina Sherfey Visit Tzarina Sherfey's website

Reggie Alilonu

MBA, CFP®, CPA

Financial Advisor

Learn more about Reggie Alilonu Visit Reggie Alilonu's website

Alie Olsen

CFP®, APMA®

Financial Advisor

Learn more about Alie Olsen Visit Alie Olsen's website

Chris Unfug

CFP®, BFA

Private Wealth Advisor

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


Our team

Mackenzie Anare

Mackenzie Anare

Executive Assistant

Jamie Canyock

Jamie Canyock

Administrative Assistant

Trudy Foland

Trudy Foland

Client Service Coordinator

Stacie Gaines

Stacie Gaines

Financial Planning Assistant

Shelly Green

Shelly Green

Client Concierge

Heather Hutmacher

Heather Hutmacher

Client Service Coordinator

Julie Maat-Yocum

Julie Maat-Yocum

Client Concierge

Pamela Morgan

Administrative Assistant

Susan Peggs- CRPC

Susan Peggs- CRPC

Paraplanner,

Financial Planning Specialist
Kam Silva

Kam Silva

Financial Planning Specialist

Teresa Unfug

Teresa Unfug

Client Service Manager

Nick Unfug

Nick Unfug

Client Service Specialist

Robert Valentine

Marketing Specialist