About Us

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…

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…

Wealth Management Advisor, Partner

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…

Director of Strategy & Resources, Partner

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…

Wealth Management Advisor, Partner

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,…

Senior Wealth Management 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…

Senior Wealth Management Advisor

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 roles at the firm include client relationship management, subject matter expertise in financial planning, transfer of asset related support and analyses, performance reporting, and trading support. Chase faciliates the firm’s business development […]

Wealth Management Advisor

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 […]

Wealth Management Advisor

Andrea joined the Weatherly team in 2021 to expand upon the Firm’s high-quality level of client service and support. Her responsibilities include retirement planning, cash flow strategies, client billing, and benchmark reporting. Additionally, Andrea facilitates the firm’s business development efforts through her involvement in the Fidelity WAS program and as an involved member of the […]

Wealth Management Associate Advisor

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 […]

Wealth Management Associate

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 […]

Operations & Client Service Advisor

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…

Operations Associate

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. She is also a California Notary Public||.  Kelly obtained her Bachelor’s […]

Marketing & Communications Advisor

Yoshi Brownlee’s career at Weatherly began in 2018; she rejoined in a new capacity in 2024 after a year of caregiving. Yoshi is a community ambassador and facilitator at the firm, focusing on providing a best-in-class client experience, seamless scheduling, and leading the firm’s customized marketing and community outreach efforts. Yoshi strategically communicates the firm’s […]

Office Administrator

Michael formally joined the Weatherly team in mid-2024 to provide premiere customer service, guest reception, assist with procurement of supplies, equipment maintenance, and general office organization. Prior to joining Weatherly, Michael’s work experience in teaching, personal executive administrative support, sales support, and writing tapped his strengths in customer service, technical support, and creative problem solving. […]

Client Service Assistant

Sophia Dutra formally joined Weatherly in summer of 2025 after a part time internship. Her responsibilities include client service, internal reporting, account maintenance, and administrative support. Sophia completed her Bachelor of Arts in Economics and minor in General Biology at San Diego State University. At SDSU, Sophia was a member of the Women in Business […]