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…

Senior Wealth Management 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…

Senior Wealth Management 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,…

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…

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 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 […]

Wealth Management Associate 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 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 […]

Wealth Management Associate

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 […]

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…

Compliance Associate

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 […]

Team Administrator & Marketing Specialist

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…

Operations Associate

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 […]

Administrative Assistant

Alexis Rodriguez joined the Weatherly team in 2021 to augment the client experience and administrative support team. Alexis’s focus areas at the firm will be providing consistent communications to both clients and staff while gracefully organizing and ensuring smooth daily office routines.Alexis received a Bachelor of Science in Health Communication ss from San Diego State […]