Broker Check

Our Team

Carolyn P. Taylor

President, Founding Partner

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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...

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Candise Holmlund, CFA, CFP®, TEP, AEP®

Senior Consultant, Partner

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Candise Holmlund is a Chartered Financial AnalystB1, CERTIFIED FINANCIAL PLANNER™ professionalA, Trust and Estate PractitionerC,and an Accredited Estate PlannerCC bringing over 37 years of experience in the financial markets to WAM. Candise, a partner at...

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Brent Armstrong, CFP®

Wealth Management Advisor, Partner

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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...

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Ashley Copp, CFA

Wealth Management Advisor, Partner

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Ashley Copp joined Weatherly Asset Management in 2010 and became a partner of the firm in 2016. Ashley is dedicated to providing high-quality comprehensive services and financial advice to current and prospective clients. She strives...

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Kelli Ruby, CFP®

Wealth Management Advisor

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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...

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Lindsey Fiske Thompson

Strategic Operations Advisor

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Lindsey Fiske Thompson joined the Weatherly team in 2014 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...

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Cole Hansen

Wealth Management Associate Advisor

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Cole Hansen joined the Weatherly Crew in 2014 to sustain the Firm’s distinction in client service. Cole augmented Weatherly’s team to work with advisors and partners on a number of projects, and played an integral part in...

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Erik Nelson, CFP®, MsBA

Wealth Management Associate Advisor

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Erik Nelson joined the Weatherly Crew in 2016 as a Wealth Management Associate to allow Weatherly to continue and also expand upon the firm’s high quality level of client support. In addition, he assists in furthering the...

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Brooke Boone, CFP®, MACC

Wealth Management Associate

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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,...

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Sally Eisenberg

Operations Associate 

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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...

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Ryan Richardson, CFP®

Wealth Management Associate

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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...

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