Happy Mother's Day! The WAM team thanks moms everywhere for their impact on our lives and communities. The Weatherly Team is here to help as we conduct business seamlessly and securely from our office and home offices (since 3/16/20). As an essential business, we continue to navigate dynamic local and state guidelines, consistently prioritizing the health of clients and our team. Our team is adapting to ongoing strategies for phasing back to the office. Calls continue to be routed appropriately to ensure your ability to connect with our team.

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To close out the summer of 2018, the Weatherly team put in work to clean up our local beaches! Our crew of beach lovers are passionate about keeping our oceans and waterways free of trash, so we decided to host a beach cleanup in Del Mar, through Ocean Conservancy using the Clean Swell app. The Ocean Conservancy created the Clean Swell app in 2016 to make keeping our oceans clean fun and easy. Learn how to get involved or host your own beach cleanup at: https://oceanconservancy.org

This quarter, our team made our annual visit to Feeding America, San Diego headquarters. For our day of volunteering, we helped the distribution center sort over 6,000lbs of tomatoes and prepped them to be delivered to various food distribution locations within the San Diego County. Amid environmental crises, and the daily struggles families face with hunger, our team was reminded of the huge impact this organization has on the community.

It’s that time of year again! The Susan G. Komen 3 Day walk came to San Diego this past weekend and the Weatherly Crew got the chance to cheer on the walkers as they started their 60-mile trek in Del Mar. The team got all dressed up in pink and handed out water to the walkers to show our support for the cause! Please visit the Susan G. Komen San Diego website at http://komensandiego.org to learn more!

This quarter, our crew of animal lovers spent an afternoon volunteering at the Helen Woodward Animal Center. Helen Woodward Animal Center is located in Rancho Santa Fe and has been in the business of saving animals in San Diego county and beyond for over 45 years! The Weatherly team was able to help with a few paint jobs around the property and take some time to play with some of their adorable animals. If you would like to learn more about this organization or view their adoptable pets please visit: https://animalcenter.org/

Each year, The Susan G. Komen 3 Day walk comes to San Diego and Weatherly Asset Management gets a front row seat! This November, we set up a refreshment stand and decked ourselves out in pink gear to show support and encouragement for the walkers who set out to raise awareness and funds for breast cancer research. To learn more about the walk, and how you can get involved with this cause, please visit the Susan G. Komen San Diego website at http://komensandiego.org

As hunger is a global concern, we see its heavy effect within our community and the greater San Diego area. November 2015, Weatherly partnered with Feeding America to help get our team involved. The organization not only provides many avenues of support, but also is a great resource and educator on how to fight hunger, reduce food waste, and help families in need. See our behind the scenes experience at Feeding America below, or visit our Facebook page
here, and let us know if you’d like to get involved!

Yoshi Brownlee joined the Weatherly team in 2018 to enhance client experience through seamless administrative support. Yoshi is a California Notary Public || . Yoshi’s focus areas at the firm are providing consistent and graceful communication to both clients and staff and maintaining internal efficiency. She works to simplify the client experience by properly communicating client scheduling needs, assisting with portal access, and providing organizational support to advisors and associates.

At Weatherly, Yoshi strives to increase the flow of information through marketing initiatives by facilitating monthly blog posts, website maintenance and social media campaigns. Weatherly aims to communicate valuable information and resources to clients in a way that’s convenient for them and Yoshi strives to determine new and innovative ways to connect with our clients and community.

Prior to joining Weatherly, Yoshi worked on a congressional campaign in the San Bernardino area after graduating from the University of Redlands with a Bachelor of Arts in Political Science. Her main responsibilities included donor and volunteer outreach, database management and fundraising. Yoshi continued her education while at Weatherly and obtained a Professional Certificate in Marketinghh offered through San Diego State University’s College of Extended Studies and One Club San Diego, in September 2020. When not at Weatherly, you can find this San Diego native at one of the city’s many beaches, spending time with friends and family, or enjoying the outdoors with her dog, Porter.

Education:

University of Redlands, B.A. (Political Science), California

Certifications:

California Notary Public ||
San Diego State University of California, Professional Certificate in Marketinghh, California

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 onboarding experience, operations, and business process automation. Sally’s previous experience in teaching, marketing, and financial planning augments Weatherly’s comprehensive client service offerings and technology implementation initiatives.

Prior to joining Weatherly, Sally lived in Taiwan teaching English to children ages 4-14. Upon the completion of her teaching contract, she traveled independently in the Southeast Asia area. Prior to her teaching experience, Sally worked in sales at White Sands La Jolla, a California Senior Living Community. Her main responsibilities were completing financial evaluations for incoming clients, maintaining sales records, and functioning as an executive assistant to the Director of Marketing.

Sally graduated cum laude from San Diego State University with her B.S. in Business Administration with an emphasis in Financial Planning. In 2013, She also completed a 200 hour yoga teaching certification to volunteer teach yoga to the elderly during her tenure at White Sands. Sally volunteers for Verde Valley Caregivers Coalition, a nonprofit providing seniors with assistance to maintain their independence and quality of life at home.

Education:

San Diego State University, B.S. (Business Administration – Financial Planning), California

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 of the firm’s comprehensive wealth management business. He first joined the Weatherly team in 2012 and areas of focus have included client onboarding, transfer of assets, RMD planning, and business operations support.

Between 2016 and 2017, Ryan worked for Apax English developing his teaching, teamwork, and leadership skills through teaching English to children ages 5-15 in Vietnam. In 2012, Ryan graduated from the University of San Diego (USD) with his BBA in Business Administration with an emphasis in Finance. Ryan was a member of the Delta Sigma Pi professional business fraternity, where he held leadership positions as the Head of Finance and External Communications. Prior to his education at USD, Ryan excelled in collegiate baseball at Santa Barbara City College where he played for two years and graduated with honors.

Education:

University of San Diego, B.B.A (Business Administration), California

Certifications:

License(s): Series 66 License D
Exam(s): Series 7 (inactive)
Executive Financial Planner Advanced Certificate program at SDSU=
CERTIFIED FINANCIAL PLANNER™ professional (CFP®)A

Active Memberships:

Financial Planning Association (FPA)+

Awards & Accomplishments:

Five-Star Best Personal Wealth Manager Award

Year(s):2021

Brooke Boone Kelly joined the Weatherly team in 2016 to provide high quality service to the Firm’s clients. Her main focus areas at the firm include client onboarding, reporting, account maintenance, and charitable related business. Brooke’s experience as an auditor will further the efficiency of Weatherly’s wealth management team as she oversees and enhances internal processes and works with clients in both the private and public business space.

Prior to joining Weatherly, Brooke worked as a Senior Audit Associate at Grant Thornton, LLP (GT). During her four year tenure at GT, Brooke performed audits and reviews of dynamic public, private, and not-for-profit companies in industries including life sciences, biotechnology, aerospace, manufacturing, and education. She prepared financial statements, established and maintained professional relationships with clients, and was co-chair of University of San Diego Recruiting to attract new talent to the firm. She trained and supervised associate and intern workload in her department, and represented Grant Thornton as an Athena Auction Committee Member ||| at the Athena Pinnacle Gala.

Brooke graduated summa cum laude from the University of San Diego with her B.S. in Accountancy in May 2014. She completed her Masters of Science in Accountancy (MACC) F at USD in August 2014. While at USD, Brooke was involved in many on-campus organizations, including USD’s Accounting Society, Preceptorial Assistant program {{, and Gamma Phi Beta Sorority. Brooke was Gamma Phi Beta’s Health and Wellness Chair, Philanthropy Chair, and Safety Chair.

Education:

University of San Diego, MACCA (M.S. in Accountancy), California
University of San Diego, B.S. (Accountancy), California

Certifications:

License(s): Series 65 D
CERTIFIED FINANCIAL PLANNER™ professional (CFP®) A

Active Memberships:

San Diego Women’s Foundation # (SDWF)
Financial Planning Association (FPA)+

Awards and Accomplishments:

San Diego Business Journal Women of the Year (F/K/A Women Who Mean Business) Finalist

Year(s): 2019, and 2020

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