Michael formally joined the Weatherly team in mid-2024 to provide premiere customer service, guest reception, assist with procurement of supplies, equipment maintenance, and general office organization.
Prior to joining Weatherly, Michael’s work experience in teaching, personal executive administrative support, sales support, and writing tapped his strengths in customer service, technical support, and creative problem solving.
Michael’s course of study at the University of Rochester amongst other institutions focused on English, critical reading skills, copy editing, and writing.
A native of Del Mar, Michael spends his free time reading fiction, writing poetry, dipping his toes in the ocean, and collecting board games.
Yoshi Brownlee’s career at Weatherly began in 2018; she rejoined in a new capacity in 2024 after a year of caregiving. Yoshi is a community ambassador and facilitator at the firm, focusing on providing a best-in-class client experience, seamless scheduling, and leading the firm’s customized marketing and community outreach efforts. Yoshi strategically communicates the firm’s brand, core values and empathy for clients through client onboarding processes, and thoughtful delivery of website, email, and social media content and campaigns. She is also a California Notary Public||.
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
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. She is also a California Notary Public||.
Kelly obtained her Bachelor’s in Communications from American University, and was a student athlete. After finishing her undergraduate program, Kelly played professional volleyball in Spain’s Superliga. Prior to her transition to the financial services industry, Kelly built her career foundation in the legal field, primarily working with Government Contract attorneys. Her experience and high performance as a Legal Assistant at a Washington, D.C.-based law firm elevates Weatherly’s compliance and operational efficiencies. In line with Weatherly’s focus on lifelong learning, Kelly furthered her education in the areas of user experience design (UX/UI).
Outside of work, Kelly can be found coaching juniors’ volleyball at WAVE volleyball club in Del Mar, as well as traveling, spending time with loved ones and trying various restaurants across San Diego.
Education:
American University, B.A. (Communication Studies), Washington, D.C.
Certifications::
California Notary Public||
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, teaching cybersecurity best practices, 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 obtained her series 65 D license in July of 2023. Sally volunteers for Verde Valley Caregivers Coalition, a nonprofit providing seniors with assistance to maintain their independence and quality of life at home.
In her free time, Sally enjoys taking long hikes with her two dogs, cooking, and crafting.
Education:
San Diego State University, B.S. (Business Administration – Financial Planning), California
Certifications:
License(s): Series 65 D
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 the University of Oregon (UO) where he was a member of the Master’s Investment Group yyy. While attending UO, Stone was the Co-Chair of Duck the Stigma zzz, an organization dedicated to increasing mental health resources for student-athletes. Stone played four years of baseball at CSUS and one year at UO. He was ranked as one of the top closers in the country in 2021 and 2022 by the National Collegiate Baseball Writers Association xx. Stone also holds a series 65 D license and passed the CFP exam in 2024.
In his free time, Stone enjoys movies, mountain biking and riding dirt bikes.
Education:
California State University, Sacramento, B.A. (Economics), California
University of Oregon, M.S. (Finance), Oregon
Certifications:
License(s): Series 65 D
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 deposits for the firm, and research.
Marty’s prior experience at a local RIA provided a foundational skill set transferable to Weatherly’s team approach. Marty earned his Bachelor of Science in Finance (BS) from San Diego State University where he was a member of the Finance and Investment Society www . While attending SDSU, Marty became certified as a Financial Modeling & Valuation Analyst uu through the Corporate Finance Institute. Marty is a 2024 Level III Candidate B02 in the CFA Program. He holds a series 65 D license.
Marty was born and raised in San Diego and in his free time, he enjoys taking his dog on hikes, surfing at local beaches, cooking, and spending time with his family.
Education:
San Diego State University, B.S. (Finance), California
CFA® Program, CFA Institute, Level III Candidate B02
Certifications:
Corporate Finance Institute® Financial Modeling & Valuation Analyst Certification uu
License(s): Series 65D
Active Memberships:
CFA® Program, Candidate Membership 2024 B002
Andrea joined the Weatherly team in 2021 to expand upon the Firm’s high-quality level of client service and support. Her responsibilities include retirement planning, cash flow strategies, client billing, and benchmark reporting.
Prior to her career in Wealth Management, Andrea worked as a Senior Audit Associate at Ernst & Young, LLP (EY). During her four year tenure at EY, Andrea performed audits and reviews of public and private companies in the technology space in the Bay Area. She supervised complex parts of the audit while developing and maintaining productive working relationships with the client. In addition to her experience in corporate public accounting, Andrea’s prior experience includes production support for a Napa winery and ocean lifeguarding for the City of Del Mar.
Andrea earned her Bachelor’s of Business Administration with a concentration in Accounting from Southern Methodist University, followed by the completion of her Master’s of Science in Accountancy (MSA)kk, also at SMU. She holds a series 65 license and is also a Certified Public Accountant (CPA)mm. Andrea volunteers with Just In Time, a San Diego-based organization that assists transition-age foster youth with financial stability and education.
In her free time, Andrea can be found playing pick-up soccer, surfing at sunset, or spending time with her three sisters.
Education:
Southern Methodist University, Bachelor’s of Business Administration – Accounting (BBA)
Southern Methodist University, Masters of Science in Accounting (MSA)kk
Certifications:
Certified Public Accountant (CPA)mm
License(s): Series 65 D
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 develop his skill set in financial planning, client service, insurance analysis, and business development.
Aubrey earned his Bachelor of Business Administration with a concentration in Finance and International Business from Gonzaga University in 2014. At Gonzaga, he played for the Men’s soccer team and worked as a lifeguard/swim instructor at the local YMCA. He was involved in the University’s Bulldog Investment Group ee and along with other Gonzaga students, he volunteered as a mentor for junior high school students at an on-campus chapel. In 2020, Aubrey completed his Master of Science Degree in Personal Financial Planninggg through the College for Financial Planning (CFFP). Aubrey currently volunteers his time as a committee member of the NexGen group of the Financial Planning Association (FPA) of San Diego. As President of the NexGen group, Aubrey organizes educational and networking events for young local advisors to connect and help advance their careers in the financial services industry+. Aubrey obtained his Enrolled Agent (EA)bbb designation in 2023.
Outside of Weatherly, Aubrey enjoys golfing, surfing and spending time with family.
Education:
Gonzaga University, B.B.A. Business Administration (Finance & International Business), Washington
College for Financial Planning, Master of Science Degree in Personal Financial Planninggg
Certifications:
License(s): Series 66 D
Insurance: (Life Only, Accident & Health, Variable Contracts)DD
Exams: Series 7D (inactive)
CERTIFIED FINANCIAL PLANNER™ professional (CFP®) A
CRPC® – Chartered Retirement Planning CounselorSMjj
MPAS® – Master Planner of Advanced Studiesii
Enrolled Agent (EA)bbb
Active Memberships:
San Diego chapter of the Financial Planning Association (FPA)+.
Awards & Accomplishments
Five-Star Best Personal Wealth Manager Award – Year(s): 2024, and 2025
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 of personalization. He also assists with tracking of internal processes and research and analysis related to client retirement plans.
Chase has previous work experience with a national financial planning software company, which advisors utilized to model projections and alternative scenarios for their clients. Chase was on the financial planning team, where he worked hand in hand helping advisors properly build scenarios and had exposure to thousands of plans over the years. Chase also obtained the CFP® designation which allowed him to deepen his level of knowledge and lead Continuing Education courses for other CFP® professionals.
Chase received his B.A. in Economics from San Diego State University in May of 2014. While there, he was a member of the Finance & Investment Societywww and the Motocross Club. Chase was certified through the IRS and volunteered to prepare taxes for low income families in San Diego county, free of charge, with the 2018 Volunteer Income Tax Assistance (VITA) vvv program.
Outside of Weatherly, he enjoys working and riding his motorcycles and trying out different recipes in the kitchen and barbecue smoker.
Education:
San Diego State University, B.A. (Economics), California
Certifications:
License(s): Series 65 D
CERTIFIED FINANCIAL PLANNER™ professional (CFP)A
Active Memberships:
Financial Planning Association (FPA) +
Estate Planning Council of San Diego v
Awards & Accomplishments:
Five-Star Best Personal Wealth Manager Award
Year(s): 2025
Ryan Richardson joined Weatherly in 2012, and rejoined the Weatherly team in Fall of 2017 after a year abroad teaching English. Ryan is a CERTIFIED FINANCIAL PLANNERTM professional (CFP®) as well as a Chartered Financial Consultant® (ChFC®). One of Weatherly’s most tenured advisors, Ryan’s core functions span client relationship management, cashiering, overseeing clients’ transfer of assets, RMD planning, block trade support and bond allocations, and mentoring WAM’s next generation of associates.
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. 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 Ryan’s free time, he enjoys supporting the Padres, playing softball, camping, and woodworking.
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
ChFC®ll
Active Memberships:
Financial Planning Association (FPA)+
Awards & Accomplishments:
Five-Star Best Personal Wealth Manager Award