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 PartnerCarolyn@WeatherlyAssetMgt.com
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…Read More
Brent Armstrong, CFP®
Wealth Management Advisor, PartnerBrent@WeatherlyAssetMgt.com
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…Read More
Kelli Burger, CFP®
Wealth Management Advisor, PartnerKelli@WeatherlyAssetMgt.com
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…Read More
Lindsey Fiske Thompson, M.S.
Director of Strategy & Resources, PartnerLindsey@WeatherlyAssetMgt.com
Lindsey Fiske Thompson joined the Weatherly team in 2014 became a partner of the firm in 2019 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 More
Brooke Boone Kelly, CFP®, MACC
Senior Wealth Management AdvisorBrooke@WeatherlyAssetMgt.com
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,…Read More
Ryan Richardson, CFP®
Wealth Management AdvisorRyan@WeatherlyAssetMgt.com
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…Read More
Chase Hayhurst, CFP®
Wealth Management Advisorchase@weatherlyassetmgt.com
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 […]Read More
Aubrey Brown, CFP®, CRPC®, M.S.
Wealth Management Associate AdvisorAubrey@WeatherlyAssetMgt.com
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 […]Read More
Andrea Taylor, CPA
Wealth Management AssociateAndrea@WeatherlyAssetMgt.com
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 […]Read More
Kylie Toy, Esq.
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 […]Read More
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 […]Read More