About Us

President, Founding Partner

Carolyn P. Taylor, majority owner of the partnership, is personally and professionally committed to providing comprehensive high-quality investment management services to clients of Weatherly Asset Management. With over 30 years of…

Wealth Management Advisor, Partner

Brent Armstrong has been a part of the Weatherly crew since 2007, and looks forward to continuing the high level of service and sophistication our clients have come to expect. Brent works closely with both current and prospective…

Wealth Management Advisor, Partner

Kelli Ruby joined the Weatherly Team in 2011 to continue the tradition of providing a high level of personalized service to existing and prospective clients. Kelli’s role includes building and maintaining relationships with new…

Director of Strategy & Resources, Partner

Lindsey Fiske Thompson joined the Weatherly team in 2014 became a partner of the firm in 2019 to further our commitment to providing a premier client experience. Her extensive background in operational support will translate into an optimized client service and experience…

Wealth Management Advisor, Partner

Brooke Boone joined the Weatherly team in 2016 as a Wealth Management Associate to provide high quality service to the Firm’s clients. Her main focus areas at the firm include client onboarding, reporting, account maintenance,…

Senior Wealth Management Advisor

Ryan Richardson rejoined the Weatherly team in Fall of 2017 after a year abroad teaching English. At Weatherly, Ryan will continue providing outstanding client service and support, while assisting with the continued growth…

Senior Wealth Management Advisor

Chase joined the Weatherly team in early 2019 to expand upon the Firm’s high-quality level of client support and financial planning services. His focus areas include client relationship management, preparing and updating financial plans, transfer of asset related support and analyses, performance reporting, and trading support. His goals include delivering advice with a high degree […]

Wealth Management Advisor

Aubrey joined the Weatherly team in 2019 to expand upon the Firm’s high-quality level of client support and financial planning services. His responsibilities include relationship management, research and analyses related to financial planning, charitable related workflows, and core investment management initiatives. Aubrey’s prior 5 years of experience in the financial services industry provided opportunities to […]

Wealth Management Advisor

Andrea joined the Weatherly team in 2021 to expand upon the Firm’s high-quality level of client service and support. Her responsibilities include reporting and analyses, benchmark reporting, client billing, and facilitating client cashiering requests. Prior to her career in Wealth Management, Andrea worked as a Senior Audit Associate at Ernst & Young, LLP (EY). During […]

Wealth Management Associate Advisor

Marty joined the Weatherly team in Fall of 2022 to expand upon the Firm’s best-in-class level of client service. His experience, education, and strengths in communication, analysis, planning, and operations are valuable contributions to our business and clients. His initial responsibilities include internal reporting, facilitating smooth transfer of assets for current and new clients, facilitating […]

Wealth Management Associate

Stone joined the Weatherly team in Summer of 2023. His initial responsibilities will include internal reporting, research, benchmark study reporting, tax season related support, and special projects. Stone graduated from California State University, Sacramento (CSUS) in 2021 with his Bachelor of Arts in Economics. He earned his Master of Science in Finance in 2023 from […]

Operations & Client Service Advisor

Sally Eisenberg joined the Weatherly team in 2016 in a support role to continue Weatherly’s commitment to bring high level service to clients and staff. Sally’s main focus areas at the firm include streamlining the client…

Executive Assistant

Dana Hatfield joined the Weatherly team in 2023 to enhance client experience through seamless administrative support and strategic communications. Her focus areas at the firm are providing a best-in-class client experience, schedule management, marketing support, PR & event coordination, and maintaining internal efficiency. Dana’s extensive background and skill set elevate Weatherly’s initiatives in client experience […]

Operations Assistant

Kelly McCaddin joined the Weatherly team in 2024 to enhance the client experience through seamless administrative support, communications, and technology implementation. Her focus areas at the firm include providing support for the compliance program, technology & cybersecurity programs, website maintenance, and providing best-in-class client experience.  Kelly obtained her Bachelor’s in Communications from American University, and was […]