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.

Registered States:
AZ, CA, CO, CT, FL, HI, MA, NC, NV, NY, OR, PA, TX, VT, 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 Planne® (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.

Registered States:
AZ, CA, CO, CT, FL, MA, NC, NV, NY, OR, PA, 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.

Registered States:
AZ, CA, CO, FL, MA, OR, TX

Registered States:
AZ, CA, CO, CT, FL, MA, NV, NY, OR, TX

Registered States:
CA

Registered States:
AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, KY, MI, MO, NC, NM, NV, NY, OH, OR, SC, SD, TX, WA, WI

Danny earned his finance and marketing degrees from the University of Colorado. While there, he also played quarterback on the football team. He moved his success from sports to the financial services industry early in life.

In 1972, Danny became registered with Boettcher & Company in Denver and went on to become a General Partner with the firm. In addition to his registered representative career he also held positions as a branch manager of several offices and performed regional sales and product manager responsibilities. He also holds the following licenses: Series PC (now referred to as 7), 4, 12, 24, 53, 63, and 65. Danny went on to start and manage the first NASD member firm of a Colorado bank in the late 1980's called UBC Investment Company, a subsidiary of United Banks of Colorado.

Danny joined Smith Barney in 1994 and formed a partnership with a consulting group. In October 2007, the team moved their practice to UBS. After moving to San Diego in 2014, Danny joined Chrysalis Wealth Partners as a business development manager. Within the team, he focuses primarily on relationship management – serving clients better through more specialized advice and strategic partnerships.

Outside of work, Danny is a member of both La Jolla and Denver Country Clubs.