Experience

Makes all the difference

We have the proven ability to go the extra mile
What sets our team apart from our competitors is the emotional connection we establish between our personal experience and our professional commitment to helping you achieve financial fulfillment. We are passionate about what we do and will go the extra mile to address your unique challenges, protect your interests and deliver the best solutions for your needs.

 

“Our group of hand-selected, extensively trained and specialized Advisors offers its individual insights, but collectively provides one, integrated wealth management strategy.”

— Jeffrey Hackett, Senior Vice President

Jeffrey Hackett, CIMA, CEPA

Senior Vice President–Wealth Management

Financial Advisor

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

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

Education

  • California State University, Northridge , BA Communications

Credentials

  • Certified Exit Planning Advisor
  • Certified Investment Management Analyst®
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Exit planning
Business owners
12220 El Camino Real
Suite 400
San Diego, CA 92130

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Bryce Herman, CFA, CFP, CDFA, CEPA

Senior Vice President–Wealth Management

Financial Advisor

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

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

Education

  • University of California, San Diego, BA Economics

Credentials

  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Exit Planning Advisor
  • Certified Divorce Financial Analyst

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Exit planning
Business succession
Investing
12220 El Camino Real
Suite 400
San Diego, CA 92130

Email Me

Adam Daly Seperack, CFA®, CEPA

Account Vice President

Financial Advisor

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

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

Education

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

Email Me

Monica Echeverri

Team Administrator

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.

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

Education

  • Northeastern University , BS Industrial Engineering & Economics
100 SE 2nd Street
Suite 2500
Miami, FL 10019

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Katherine Gros

Client Associate

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. 

Registered States:
  • CA
  • FL
  • MA
  • OR
  • TX
  • VT

Education

  • University of Central Florida , BA Journalism

Credentials

  • Registered Client Service Associate
12220 El Camino Real
Suite 400
San Diego, CA 92130

Email Me

Our resources

  • 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.