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.



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

Clint Knopp

APMA

Financial Advisor

Learn more about Clint Knopp Visit Clint Knopp's website

Austin Braund

APMA

Financial Advisor

Learn more about Austin Braund Visit Austin Braund's website

Bill Gorab

CRPC

Financial Advisor

Learn more about Bill Gorab Visit Bill Gorab's website

Chris Unfug

CFP®, BFA

Private Wealth Advisor

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

Reggie Alilonu

MBA, CFP®, CPA

Financial Advisor

Learn more about Reggie Alilonu Visit Reggie Alilonu's website


Our team

Susan Peggs- CRPC

Susan Peggs- CRPC

Paraplanner,

Financial Planning Specialist
Reggie Alilonu

Reggie Alilonu

Paraplanner,

Financial Planning Specialist
Byron Ingram

Byron Ingram

Paraplanner

Stacie Gaines

Stacie Gaines

Financial Planning Assistant

Julie Maat-Yocum

Julie Maat-Yocum

Client Concierge

Sherry Gardner

Sherry Gardner

Client Concierge

Trudy Foland

Trudy Foland

Client Service Coordinator

Heather Hutmacher

Heather Hutmacher

Client Service Coordinator

Mackenzie Martinich

Mackenzie Martinich

Executive Assistant