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@WeatherlyAssetMgt.comCarolyn 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…
Read MoreCandise Holmlund, CFA, CFP®, TEP, AEP®
Senior Consultant, Partner
Candise@WeatherlyAssetMgt.comCandise 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…
Read MoreBrent Armstrong, CFP®
Wealth Management Advisor, Partner
Brent@WeatherlyAssetMgt.comBrent 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…
Read MoreAshley Copp, CFA
Wealth Management Advisor, Partner
Ashley@WeatherlyAssetMgt.comAshley 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…
Read MoreKelli Ruby, CFP®
Wealth Management Advisor
Kelli@WeatherlyAssetMgt.comKelli 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…
Read MoreLindsey Fiske Thompson
Director of Strategy & Resources
Lindsey@WeatherlyAssetMgt.comLindsey 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…
Read MoreCole Hansen
Wealth Management Associate Advisor
Cole@WeatherlyAssetMgt.comCole 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…
Read MoreErik Nelson, CFP®, MsBA
Wealth Management Associate Advisor
Erik@WeatherlyAssetMgt.comErik 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…
Read MoreBrooke Boone, CFP®, MACC
Wealth Management Associate Advisor
Brooke@WeatherlyAssetMgt.comBrooke 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,…
Read MoreRyan Richardson, CFP®
Wealth Management Associate Advisor
Ryan@WeatherlyAssetMgt.comRyan 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…
Read MoreSally Eisenberg
Operations Associate
Sally@WeatherlyAssetMgt.comSally 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…
Read MoreYoshi Brownlee
Administrative Assistant
Yoshi@WeatherlyAssetMgt.comYoshi 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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