This Memorial Day, The Weatherly team honors those who lost their lives while defending our country. We wish all our clients and community a safe and happy holiday weekend with family and friends. As a reminder, our office will be closed with the markets on Monday, May 27th in observance of Memorial Day.

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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 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.

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 and marketing.  Before joining Weatherly, Dana’s experience includes being an Executive Assistant at a San Diego-based RIA and a Client Service Coordinator at a brokerage firm. Prior to her transition to the financial services industry, Dana built her career foundation in advertising and publishing.

Outside of work, Dana can be found spending time with her husband, family, and friends. She enjoys traveling to Santa Barbara, her home away from home, and traveling back east to see family. In her free time, she enjoys taking long walks, working out and checking out the latest restaurants. 

Education:

Radford University, B.S. (Interdisciplinary Studies), Virginia

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.

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 completed Level II of the CFA® ProgramB04 in 2023. 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, Completed Level II in 2023 B04

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 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 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.

In her free time, Andrea can be found surfing Pipes at sunset, playing pick-up soccer with friends, at a farmer’s market on a Sunday, or chatting with strangers over how cute their dog is.

 

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

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

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

Year(s):2021, and 2022, and 2024

Brooke Boone Kelly joined the Weatherly team in 2016 to provide high quality service to the Firm’s clients and became a Partner in 2023. She works closely with existing clients and new client business to understand their financial goals and implement strategic planning and investments to achieve their needs. She is also a member of the firm’s investment committee and trading team to help raise for client cash flow needs. Brooke leads our charitable related business and assists clients with estate administration processes.

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. Brooke joined the Vistage Emerging Leaders Program!!! in 2022 to enhance her leadership skills at the firm. In her free time, she enjoys spending time with her family and friends, spinning, specifically on her peloton, hiking and traveling.

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:

Financial Planning Association (FPA)+
The North County Estate Planning Councilww
Del Mar Women’s Giving Collective ccc

Awards and Accomplishments:

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

Year(s): 2019, 2020, and 2022

“Woman of the Year” for the San Diego Magazine Finalist

Year(s): 2021

San Diego Business Journal’s 40 Business Leaders under 40

Year(s): 2023

Five-Star Best Personal Wealth Manager Award – Year(s): 2024

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