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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Chrissy Rhamy joined the Weatherly crew in 2019 as an administrative assistant providing support and solutions in areas including CRM maintenance, client onboarding systems and internal reporting.  Chrissy assists the team and clients by streamlining daily operations through digital recordkeeping, general support, and the implementation of automated administrative workflows. Chrissy’s prior experience at several large law firms in San Diego allowed her to seamlessly translate her skills in data analysis, client service, client privacy, and onboarding processes to the WAM team and clients.

Chrissy graduated from San Diego State University in 2015 with Bachelor of Arts in Political Science. During her tenure at SDSU, she spent a semester interning at the U.S. State Department in Washington D.C. Additionally, Chrissy’s experience at a non-profit through the San Diego State University Research Foundation enabled her to directly impact the lives of families with children who have developmental disabilities.

In her spare time, Chrissy can be found outdoors camping or backpacking with friends.  Chrissy also volunteers for various pageant organizations in the state of California and is passionate about empowering young women through philanthropy.

Education:

San Diego State University, B.A. (Political Science), California

Awards & Accomplishments:

Miss California CYE 201444

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

Kylie Toy joined the Weatherly team in 2019 as a Compliance Associate providing support and solutions to the compliance team. Her areas of focus include ensuring that internal controls and policies and procedures conform with regulatory guidelines.Prior to joining Weatherly, Kylie obtained her Juris Doctorate (JD) dd from the University of San Diego School of Law in 2016 and worked as a Business Development Associate for an employment law firm in San Diego. Kylie’s experience in labor and employment law, legal writing and research, and business development will further the efficiency of Weatherly’s compliance team.

While at USD, Kylie worked at the Public Defender’s Office as an intern for two semesters, providing legal support services to indigent clients. She was involved in the Environmental Law Society bb, Criminal Law Society aa, and the San Diego Volunteer Lawyer Program cc, which offers free civil legal services to low income and disadvantaged San Diegans in the areas of estate planning, housing, and employment discrimination. She also worked as a law clerk at a plaintiff’s employment law firm in Del Mar specializing in wage and hour class action lawsuits. Outside of Weatherly, Kylie enjoys spending time outdoors hiking, playing beach volleyball, and exploring San Diego’s stunning coastline.

Education:

Ohio University, B.A. (Communication Studies), Ohio

University of San Diego School of Law, JD (Juris Doctorate), California dd

 

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

Andrea joined the Weatherly team in 2021 to expand upon the Firm’s high-quality level of client service and support.  Her initial responsibilities include reporting and analyses, operational support, and internal process improvement.

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 is currently a Certified Public Accountant Applicantmm, having passed all four program exams.

Andrea loves meeting new dogs, surfing Pipes at sunset, playing pick up soccer and farmers markets.  Her sisters are her  best friends.  Having recently returned to southern California, she is excited to continue her  volunteer experience with Just in Time, assisting young adults transition out of foster care.

 

Education:

Southern Methodist University, Bachelor’s of Business Administration – Accounting (BBA)

Southern Methodist University, Masters of Science in Accounting (MSA)kk

Aubrey joined the Weatherly team in 2019 to expand upon the Firm’s high-quality level of client support and financial planning services.  His initial responsibilities include research and analyses related to financial planning, reporting and operational support, 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+. 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
CERTIFIED FINANCIAL PLANNER™ professional (CFP®) A
CRPC® – Chartered Retirement Planning CounselorSMjj
MPAS® – Master Planner of Advanced Studiesii

Active Memberships:

San Diego chapter of the Financial Planning Association (FPA)+.

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 preparing and updating financial plans, transfer of asset related support and analyses that enable the team to deliver 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 Society 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) +

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

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 the Firm’s largest system conversion. His primary focus area at the firm is providing support for existing clients specifically cashiering and required minimum distribution responsibilities. He also assists clients with 529 college savings, cost basis reconciliation, and 401(k) retirement plans.

Cole is a Chartered Financial Analyst B1 charterholder. He received his B.S. in Business Administration with an emphasis in Finance from San Diego State University in May of 2015. As a student, Cole interned at Weatherly, and was involved in many organizations on campus, such as: Associated Students, Aztec Student Union Board tt, Finance & Investment Society, and Phi Kappa Theta Fraternity. Cole was certified through the IRS and volunteered in our community by preparing taxes, free of charge, with the 2018 Volunteer Income Tax Assistance (VITA) vvv program.

Education:

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

Certifications:

License(s): Series 65 D
CERTIFIED FINANCIAL PLANNER™ professional (CFP®)A
Chartered Financial Analyst (CFA)B1 charterholder

Active Memberships:

CFA Institute B3
Chartered Financial Analysts Society of San Diego B3

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