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 income 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

Kimberly Maez

Kimberly Maez

Private Wealth Advisor

More about me...

Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

BA, Colorado State University, Fort Collins, CO
CA Insurance #0H19179 AR License #1012255

VISIT MY WEBSITE

Renae E Smith

Renae E Smith

Financial Advisor

More about me...

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

VISIT MY WEBSITE

Mark Nelson

Mark Nelson

Financial Advisor

More about me...

Top Areas of Focus

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

Education

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

VISIT MY WEBSITE

Andrew Witherow

Andrew Witherow

Financial Advisor

More about me...

Designations

MBA

Top Areas of Focus

  • Tax Planning Strategies
  • Family Finances
  • Retirement Planning Strategies

Education

Colorado State University - BA Economics, Regis University - MBA - International Business & Accounting

VISIT MY WEBSITE

Chad Heberly

Chad Heberly

Financial Advisor

More about me...

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Insurance

Education

BSBA, Economics and Management, Colorado State University-Pueblo, CO
CA Insurance #0M91430

VISIT MY WEBSITE

Cheryl Nelson Boyd

Cheryl Nelson Boyd

Financial Advisor

More about me...

Designations

CFP®, BFA

Top Areas of Focus

  • Women's Financial Strategies
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies

Education

Biola University, B.S. Business Administration
CA Insurance #0M57602

VISIT MY WEBSITE

Our Staff

Sue Peggs

Sue Peggs

Paraplanner

Client Concierge
Trish Thompson

Trish Thompson

Practice Manager

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