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About Us

Our Team

Through experience and continued education, our advisors are equipped to provide the high quality, highly customized services our clients require.

Carolyn P. Taylor

President, Founding Partner

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

Candise Holmlund is a Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™ professional, Trust and Estate Practitioner, and an Accredited Estate Planner bringing over 37 years of experience in the financial markets to WAM…

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Brent Armstrong, CFP®

Wealth Management Advisor, Partner

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

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

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

Director of Strategy & Resources

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

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

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 Advisor

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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Ryan Richardson, CFP®

Wealth Management Associate Advisor

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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Sally Eisenberg

Operations Associate

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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Yoshi Brownlee

Administrative Assistant

Yoshi Brownlee joined the Weatherly team in 2018 to enhance client experience through seamless administrative support. Yoshi’s focus areas at the firm are providing consistent and graceful communication…

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