Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Insurance

Awards & recognition

  • Chrysalis Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023
  • Renae E Smith, Forbes Best-in-State Women Wealth Advisors, 2023
  • Kimberly Maez, Forbes Best-in-State Women Wealth Advisors, 2023
  • Kimberly Maez, Five Star Wealth Manager, 2022

Community participation

Helping the community is an important value to the team members at Chrysalis Wealth Management, each helping their community in their own way. As a practice every year around Thanksgiving the team participates in Ameriprise Financial’s National Day of Service. They spend their morning at the Marion in Colorado Springs in June to assist in the mission of delivering food to those in need. Additionally, our team members volunteer within their local communities supporting causes near to them. Thank you to everyone who donates and volunteers to helps those in need.