*Update 07/06/20* We hope all of our clients and loved ones continue to stay healthy and as peaceful as can be. The Weatherly Team is here to help. We continue to conduct business seamlessly and securely from our office and home offices. While financial services firms are excluded from the California stay at home order, the health of clients and our team remain paramount. Our team continues to work remotely since 3/16/20, adapting to ongoing strategies for phasing back to the office. Calls continue to be routed appropriately to ensure your ability to connect with us during business hours.

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About Us

Spring Firm Updates

Del Mar, CA - June, 2019

Leo Tolstoy once said, “Spring is the time of plans and projects.”  The Weatherly team continues to grow and flourish as Spring brings opportunities for growth and change.  We are excited to provide you with updates on our Firm and upcoming plans and projects for the second half of 2019.

Education is a cornerstone of Weatherly’s culture, clients and community.  Since 2015, Carolyn P. Taylor has been a Vistage group member, also completing the pilot Vistage Executive Leadership Program through Stanford Graduate School of Business in 2017.  To further augment our Partners’ leadership capabilities, this year Brent Armstrong, CFP® joined a complimentary Vistage chapter and Kelli Ruby, CFP® began coursework in their Emerging Leaders program.  Cole Hansen achieved his CFA designation in May 2019 and both Cole and Brooke Boone, CFP® were promoted to Wealth Management Advisors this June.    Lindsey Fiske-Thompson was promoted to Partner at the Firm in 2019, contributing vastly to the success of our team with a focus on strategy and resources.

In further pursuit of education and after 9 years with WAM, Ashley Copp, CFA is returning to school full time to complete her MBA.  We are excited to see her growth in the private equity and sustainability space.

After two decades of dedication to Weatherly, Candise Holmlund, CFA, CFP®, TEP, AEP® has transitioned from WAM as of May 23, 2019.  Her commitment to mentoring developing members of our team will enable a smooth transition for clients to experience the same great continuation of advisory services that has always been provided to them. The team wishes her all the best.

Community and philanthropy remain an integral part of the work we do with clients and our team.  Our next volunteer event with Feeding America is slated for this summer.

This month’s team blog focuses on longevity as many of our clients transition from “working” full-time, and our eagerness to help clients craft a plan with impact on business, family and community.  Providing financial input, resources and a sounding board are the focus of our blog today.  It’s about asking yourself “what do I want to explore?” and “what do I have to offer?”

Read our blog here – Longevity – Transitioning with Continued Impact

Stay tuned for details regarding our client appreciation event coming this fall!