Navigate with confidence

Curved helix bridge

At Chrysalis Wealth Partners, we empower an exclusive group of exceptional families and their businesses to navigate financial complexity and uncertainty with confidence.

Imagine working with our multi-faceted team of experienced professionals who can help you:

  • Make more informed decisions
  • Manage risk more effectively
  • Uncover opportunities
  • Gain more financial control
  • Fulfill a work-optional lifestyle
  • Strengthen your legacy

Like the chrysalis, we strive to protect and empower our clients as they evolve and finally emerge from critical points of transition and uncertainty.

- Bryce Herman, Wealth Advisor

Navigate change. Uncover opportunities.

Empowering and protecting you as you prepare for, navigate and emerge from life-changing events

business woman

Business transition

Divorce and widowhood

business woman

Career exit or change

Legacy enhancement

Our wealth managment capabilities

Trends and perspectives

Confidence to pursue your goals

  • Connection - Our personal experiences, values and professional mission align to create strong client connections
  • Chemistry - We look beyond your finances to understand what is truly important to you
  • Commitment - We go the extra mile to meet your needs. We'll challenge the proverbial "no" when "yes" may be the answer
  • Congruency - We personally invest alongside our clients resulting in greater alignment of interests
  • Communication - Our well-defined service model ensures you receive the information, insights and transparency you deserve
  • Credentials - Our team is synergetic with breadth and depth, unique specializations and designations that hallmark professional excellence

  • Jeff Hackett

    Jeffrey Hackett, CIMA, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • HI
    • ID
    • IN
    • MA
    • NV
    • NY
    • OR
    • PA
    • TX
    • VT
    • WA
    • WY

    Often described as a “straight shooter” who can and will tell it like it is, Jeff is known for his honesty and genuine concern for his clients’ financial well-being. Like Bryce, Jeff’s life experiences have been a major influence on his more than 20-year career and his passion for empowering people to make good financial decisions. Growing up in a blue-collar family with limited resources taught him the value of hard work and discipline and prepared him to be a stronger business owner and wealth manager.

    Within the team, Jeff is primarily responsible for managing the group’s planning and wealth management initiatives. Prior to co-founding Chrysalis Wealth Partners, Jeff was a financial advisor at Merrill Lynch and Dean Witter. He holds the CIMA® and CEPA® designations. He is also a member of the Investment Management Consultants Association. Jeff earned his B.A. in communications from California State University, Northridge.

    Outside of work, Jeff sits on the board of Pro Kids First Tee of San Diego and participates in many of the committees within the organization. Pro Kids supports underserved youth by promoting character development, life skills and values through golf. In addition, Jeff founded a leadership program for girls ages 7 -11 within the Adventure Princess Program of the Magdalena Ecke Family YMCA. His Bear Nation Leadership Award, a college grant he personally funds, honors its young recipient for demonstrating exceptional leadership in community service.

    Jeff and his wife, Samantha, have two daughters, Cambria and Kirra.

     

    CA Insurance License # 0B66521

      • California State University, Northridge , BA Communications
      • Certified Exit Planning Advisor
      • Certified Investment Management Analyst®
      • Wealth Advisor
      Exit planning
      Business owners
      12220 El Camino Real
      Suite 400
      San Diego, CA 92130
    • Bryce Herman

      Bryce Herman, CFA, CFP, CDFA, CEPA

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • FL
      • ID
      • IN
      • MA
      • NV
      • NY
      • OR
      • PA
      • TX
      • VT
      • WA
      • WY

      Life was Bryce’s greatest teacher when it came time to choose his career. Growing up facing his family’s unanticipated financial challenges stemming from a tragic life event and poor planning strengthened his resolve to help others avoid similar mistakes. He aims to help client's gain greater confidence and make educated decisions through all stages of life’s various financial transitions. Although he began in financial services as an equity research analyst, there was no visible evidence that the work he was doing was having any impact on those he cared about. As a Wealth Advisor, Bryce was able to merge his passion for helping others with an intellectually satisfying career.

      Today, with more than 20 years of career experience, Bryce focuses on providing comprehensive planning and portfolio management to help guide clients smoothly and successfully through periods of significant change. Recognizing that his clients deserve the strongest insights, he has earned an impressive number of industry accreditations, including the Chartered Financial Analyst® (CFA®) designation, the Certified Financial Planner® (CFP®) certification, the Certified Divorce Financial Analyst® (CDFA®) certification, and most recently the Certified Exit Planning Advisor® (CEPA®) designation. Bryce earned a B.A. in economics from the University of California, San Diego.

      Outside of work, Bryce fosters his athletic and competitive spirit through CrossFit and golf.

      Bryce and his wife, Shelie, have two children, Elle and Hawkins.

       

      CA Insurance License # 0D92897

        • University of California, San Diego, BA Economics
        • Chartered Financial Analyst®
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Exit Planning Advisor
        • Certified Divorce Financial Analyst
        Exit planning
        Business succession
        Investing
        12220 El Camino Real
        Suite 400
        San Diego, CA 92130
      • Adam Seperack

        Adam Daly Seperack, CFA®, CEPA

        Account Vice President

        Financial Advisor

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        • AZ
        • CA
        • CO
        • FL
        • ID
        • IN
        • MA
        • NV
        • NY
        • OR
        • PA
        • TX
        • VT
        • WA
        • WY

        With over a decade of industry experience, Adam is passionate about helping high net worth individuals and families navigate financial transitions.  Through personal financial planning and investment management services, Adam focuses on working with business owners to instill confidence and clarity during an exit. Adam credits his teams’ discovery process, relentless execution, and concierge service to delivering a family office experience to clients.

         

        Prior to joining Chrysalis Wealth Partners, Adam graduated cum laude from San Diego State University where he received a B.S. in finance.  He became passionate about financial literacy and helping others after witnessing his parents recover from the 2008 financial crisis.  When he’s not working, Adam enjoys golf, fitness, and surfing in Encinitas, CA.

         

        CA Insurance License # 4172115

          • San Diego State University , BS Finance
            12220 El Camino Real
            Suite 400
            San Diego, CA 92130
          • Monica A. Echeverri

            Monica Echeverri

            Team Administrator

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            • AZ
            • CA
            • CO
            • FL
            • MA
            • NV
            • NY
            • OR
            • TX
            • VT
            • WY

            Mónica is responsible for leading the team’s client service experience initiatives, acting as the “personal financial concierge” for the group’s exclusive clients. She brings a unique perspective to her role. Like her teammates, Mónica faced nearly overwhelming family challenges that she conquered thanks to the knowledgeable and caring support of others and with their sound financial planning advice. She pays this forward in her work every day with empathy, understanding and a commitment to helping clients move successfully through difficult life transitions toward their goals.

            Mónica earned a B.S. in industrial engineering and a B.S. in economics from Northeastern University. She holds her Series 7 and 66 securities licenses. Notably, Monica is multilingual, speaking English and Spanish fluently, as well as conversational French and Italian.

            Outside of the office, Mónica is the proud mother of five children.

              • Northeastern University , BS Industrial Engineering & Economics
                1285 Avenue Of The Americas
                New York, NY 10019
              • Katherine Gros

                Katherine Gros

                Client Associate

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                • CA
                • FL
                • MA
                • OR
                • TX
                • VT

                Katherine leads the team's administrative efforts by ensuring accuracy and consistency to enhance the client experience. She is also responsible for managing the team calendar and schedule. Katherine enjoys building strong relationships with clients to maintain the "family office" service level of the team. Additionally, she helps lead the team's branding and marketing strategy.   

                Katherine graduated from the University of Central Florida with a B.A. in Journalism. She holds her Series 7 and 66 licenses. Originally from the East Coast, Katherine enjoys the SoCal lifestyle and spends her free time outside running or at the beach with her husband and their dog. 

                  • University of Central Florida , BA Journalism
                  • Registered Client Service Associate
                  12220 El Camino Real
                  Suite 400
                  San Diego, CA 92130
                • Blair Cannon

                  Managing Director–Wealth Management

                  Private Wealth Advisor

                  Drawing on his 19 years of broad and deep industry experience, Blair provides comprehensive wealth management and investment solutions to a select group of ultra high net worth entrepreneurs, corporate executives, families and foundations. As a dedicated Private Wealth Advisor, Blair makes use of the full resources of UBS platforms, global experience and thought leadership to assist his clients in attaining their most important goals. 

                  Blair strongly believes in philanthropy and uses his near-boundless energy to improve the lives of at-risk youth through board of director roles in organizations such as the San Diego County YMCA, the Monarch School for children affected by homelessness, and the San Diego Human Trafficking Prevention Collective. He has raised more than $1 million for at-risk youth by swimming the Catalina Channel, circumnavigating Manhattan, and completing a world record-setting 228-mile relay swim from Santa Barbara to San Diego. An accomplished NCAA Division I swimmer, Blair is also a five-time Ironman triathlete and has competed twice in the Ironman World Championship in Kona, HI. He lives with his wife and two children in Solana Beach, CA
                • Kimberly Guha, CFP®, CIMA®

                  Vice President–Wealth Management

                  Financial Advisor

                  Kim is a Financial Advisor with her CPA® and CFP® certification who focuses on providing tax aware investment solutions tailored to each family's individual financial goals. Prior to joining UBS, Kim was a Senior Tax Associate and CPA® at Lindsay and Brownell, LLP in San Diego. Kim specialized in tax planning and analysis for small business owners, successful families, and nonprofit organizations. She is also the President of local nonprofit called the Rwandan Orphans Project that focuses on providing education and emotional support to children who would otherwise not have the opportunity.

                  Kim earned a B.A. in Economics with an emphasis in Accounting at the University of California, Los Angeles. In addition, she holds the Series 7 and 66 securities licenses and is an Accredited Wealth Management Advisor®SM. In her spare time she enjoys volunteering, running, and practicing karate at a local studio in Encinitas.

                   

                  CA Insurance License # 0K83427

                • Casey Verst

                  Executive Director

                  Senior Wealth Strategy Consultant

                  Introduction
                  Casey works with high net worth clients to help develop estate plans that achieve personal goals, while simultaneously leveraging their gift, estate and generation-skipping transfer (GST) tax exemptions to preserve and protect family wealth. Casey also helps review clients' current estate plans and coordinates with clients' advisors to ensure each client's estate planning goals are being achieved in a tax efficient manner.

                  Professional History
                  Prior to joining UBS, Casey practiced law with the law firm Katten Muchin Rosenman LLP in Los Angeles, CA, focusing on estate and tax planning for high-net worth individuals.

                  Education
                  Casey received his B.A. in Political Science from UCLA, and his J.D. from UC Hastings College of the Law.
                • Lisa Snyder

                  Lisa Snyder

                  Executive Director

                  Wealth Planning Strategist

                  Current role and areas of expertise

                  Lisa is a Wealth Planning Strategist for the West Division. In this capacity, Lisa is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, she provides expertise in the following areas:

                  Estate and multi-generational planning
                  Retirement income and cash flow analysis
                  Business continuity and succession planning
                  Retirement plans and employee benefits
                  Risk and liability management planning
                  Charitable giving strategies
                  Executive compensation and benefit strategies

                  Professional history

                  Lisa is a former estate planning attorney with more than twenty years of experience in financial services. Her focus has been helping clients successfully plan for wealth preservation, estate transition, philanthropy and generational prosperity. She has also been a featured speaker at national conferences and regional events, including Hawaii Tax Institute and Delaware Bankers Trust Conference. Prior to UBS, Lisa was Chief Learning Officer at the Institute for Preparing Heirs and Legacy Strategist at First Republic Bank.

                  Education and personal information

                  Lisa has a Juris Doctor from Tulane Law School and a Bachelor of Arts from Ohio University Honors Tutorial College. Lisa and her wife, Kimberlee, reside in Los Angeles. They love the Dodgers, a good road trip and the LA Phil at the Hollywood Bowl. Lisa also enjoys Stephen King novels, 70’s music and a perfectly brewed iced tea.

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                Euromoney Award for Excellence, 2020-2022

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