Chrysalis Wealth Management

To achieve your financial goals and preserve 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 personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Kimberly Maez

Kimberly Maez

CFP®, APMA®

Private Wealth Advisor

Franchise Owner
Visit Kimberly Maez's website
Renae E Smith

Renae E Smith

CFP®, CRPC®, CLTC®

Financial Advisor

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

Mark Nelson

Financial Advisor

Visit Mark Nelson's website
Andrew Witherow

Andrew Witherow

MBA

Financial Advisor

Visit Andrew Witherow's website
Chad Heberly

Chad Heberly

Financial Advisor

Chief Operating Officer of Chrysalis Wealth Management
Visit Chad Heberly's website
Cheryl Nelson Boyd

Cheryl Nelson Boyd

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Cheryl Nelson Boyd's website

Team

Sue Peggs

Sue Peggs

Paraplanner,

Chartered Retirement Planning Counselor℠
Trish Thompson

Trish Thompson

Marketing Manager

Tina Nica

Tina Nica

Client Service Coordinator

Hope Septer

Hope Septer

Client Concierge

Stacie Gaines

Stacie Gaines

Financial Planning Assistant

Christine Philips

Christine Philips

Client Concierge

Julie Witherow

Julie Witherow

Paraplanner,

Client Concierge
Christy Hubbell

Christy Hubbell

Client Concierge

Annica Roberts

Annica Roberts

Client Concierge

Mitch Boyer, MBA

Mitch Boyer, MBA

Client Concierge