WEATHERLY ASSET MANAGEMENT - Key Persons
Job Titles:
- Wealth Management Associate 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 reporting and analyses, benchmark reporting, client billing, and facilitating client cashiering requests.
Prior to her career in Wealth Management, Andrea worked as a Senior Audit Associate at Ernst & Young, LLP (EY). During her four year tenure at EY, Andrea performed audits and reviews of public and private companies in the technology space in the Bay Area. She supervised complex parts of the audit while developing and maintaining productive working relationships with the client. In addition to her experience in corporate public accounting, Andrea's prior experience includes production support for a Napa winery and ocean lifeguarding for the City of Del Mar.
Andrea earned her Bachelor's of Business Administration with a concentration in Accounting from Southern Methodist University, followed by the completion of her Master's of Science in Accountancy (MSA)kk, also at SMU. She holds a series 65 license and is also a Certified Public Accountant (CPA)mm.
In her free time, Andrea can be found surfing Pipes at sunset, playing pick-up soccer with friends, at a farmer's market on a Sunday, or chatting with strangers over how cute their dog is.
Education:
Southern Methodist University, Bachelor's of Business Administration - Accounting (BBA)
Southern Methodist University, Masters of Science in Accounting (MSA)kk
Certifications:
Certified Public Accountant (CPA)mm
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 develop his skill set in financial planning, client service, insurance analysis, and business development.
Aubrey earned his Bachelor of Business Administration with a concentration in Finance and International Business from Gonzaga University in 2014. At Gonzaga, he played for the Men's soccer team and worked as a lifeguard/swim instructor at the local YMCA. He was involved in the University's Bulldog Investment Group ee and along with other Gonzaga students, he volunteered as a mentor for junior high school students at an on-campus chapel. In 2020, Aubrey completed his Master of Science Degree in Personal Financial Planning gg through the College for Financial Planning (CFFP). Aubrey currently volunteers his time as a committee member of the NexGen group of the Financial Planning Association (FPA) of San Diego. As President-elect of the NexGen group, Aubrey organizes educational and networking events for young local advisors to connect and help advance their careers in the financial services industry+. Outside of Weatherly, Aubrey enjoys golfing, surfing and spending time with family.
Education:
Gonzaga University, B.B.A. Business Administration (Finance & International Business), Washington
College for Financial Planning, Master of Science Degree in Personal Financial Planning gg
Certifications:
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…
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,…
Brooke Boone Kelly joined the Weatherly team in 2016 to provide high quality service to the Firm's clients. She works closely with existing clients and new client business to understand their financial goals and implement strategic planning and investments to achieve their needs. She is also a member of the firm's investment committee and trading team to help raise for client cash flow needs. Brooke leads our charitable related business and assists clients with estate administration processes.
Prior to joining Weatherly, Brooke worked as a Senior Audit Associate at Grant Thornton, LLP (GT). During her four year tenure at GT, Brooke performed audits and reviews of dynamic public, private, and not-for-profit companies in industries including life sciences, biotechnology, aerospace, manufacturing, and education. She prepared financial statements, established and maintained professional relationships with clients, and was co-chair of University of San Diego Recruiting to attract new talent to the firm. She trained and supervised associate and intern workload in her department, and represented Grant Thornton as an Athena Auction Committee Member ||| at the Athena Pinnacle Gala.
Brooke graduated summa cum laude from the University of San Diego with her B.S. in Accountancy in May 2014. She completed her Masters of Science in Accountancy (MACC) F at USD in August 2014. While at USD, Brooke was involved in many on-campus organizations, including USD's Accounting Society, Preceptorial Assistant program {{, and Gamma Phi Beta Sorority. Brooke was Gamma Phi Beta's Health and Wellness Chair, Philanthropy Chair, and Safety Chair. Brooke joined the Vistage Emerging Leaders Program!!! in 2022 to enhance her leadership skills at the firm. In her free time, she enjoys spending time with her family and friends, spinning, specifically on her peloton, hiking and traveling.
Education:
University of San Diego, MACCA (M.S. in Accountancy), California
University of San Diego, B.S. (Accountancy), California
Certifications:
Job Titles:
- Engineer
- Founding Partner
- President
- Founding Member of National Advisors Trust Company
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…
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 39 years of portfolio management experience to high-net-worth individuals and institutional clients, Carolyn offers a wealth of investment expertise to WAM's clients.
Under Carolyn's leadership and strategic vision, Weatherly focuses on creating the ideal client experience and improving clients' world through problem solving, impact and change on their business, family and community. She leads the Weatherly team by design in our industry for focusing on perpetual innovation, technology, mentoring and human capital development.
Carolyn is a founding member of National Advisors Trust Company (NATC), an advisor owned Trust Company with assets of $8.9 billion as of December, 2020. Carolyn provided a decade of service to the San Diego Foundation's Investment Committee % and was also included in the Fidelity Investments 2017 Executive Panel 32 as a contributor on the "Attracting Women Advisors to Your Firm" article.
Carolyn is an engineer by training, having received her B.S. and B.A. from Stanford University. Her analytical training was initially as an Investment Banker in public finance for Dean Witter Reynolds, Inc. in New York. Carolyn managed over $1 billion in assets during her previous experience as a portfolio manager at Neuberger & Berman in New York and, prior to that, at Payden & Rygel Investment Counsel in Los Angeles. In June 1994, Carolyn relinquished responsibilities at Neuberger & Berman to devote her full attention as President and Chief Investment Officer at Weatherly Asset Management, which began managing client funds in December 1994.
Outside of Weatherly, Carolyn can be found spending time with her family, staying active outdoors hiking or taking an ocean swim, or enjoying a glass of wine.
Education:
Stanford University, California
B.S. - Industrial Engineering
B.A. - International Relations
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 client relationship management, preparing and updating financial plans, transfer of asset related support and analyses, performance reporting, and trading support. His goals include delivering advice with a high degree […]
Chrissy Rhamy joined the Weatherly crew in 2019 as an administrative assistant providing support and solutions in areas including CRM maintenance, document management, 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 […]
Job Titles:
- in - State Wealth Advisor ( Shook Research )
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…
Kelli Burger, formerly Kelli Ruby, joined the Weatherly Team in 2011 and became a partner of the firm in 2018. Kelli's role includes building and maintaining relationships with new clients through strategic referral channels, specifically during the client onboarding process, as well as continuing to deliver comprehensive services to existing clients. Kelli works with clients on retirement planning and develops financial plans and recommendations based on ongoing, in-depth discussions. She is also a member of the Firm's investment committee and provides investment recommendations to build tax and fee efficient portfolios along with monitoring cashiering activities for WAM clients. Kelli also works closely with the Partners to develop and implement marketing initiatives for the Firm, which has grown to encompass social media and blogging as well as other PR mediums. Kelli is committed to mentorship and leadership at the Firm and joined the Vistage Emerging Leaders Program !!! in 2019 to enhance her skill set; she completed the program in 2021.
Kelli holds a B.S. in International Business from Xavier University in Cincinnati, Ohio. Interested in finance, Kelli pursued further education at The Ohio State University. Prior to Weatherly, Kelli had experience in the commercial real estate industry. Outside of Weatherly, Kelli volunteers in the kitchen at Father Joe's Villages and bakes/delivers home cooked meals to local families through Lasagna Love. Kelli currently serves on the Board of the Boys & Girls Club of Vista qq and is a member of their Finance Committee. Kelli most recently serves on the board of Pawsitive Teams rr, a volunteer-run organization that trains and places service dogs with persons with special needs.
Education:
Xavier University, B.S. (International Business), Ohio
Certifications:
Job Titles:
- Associate
- 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, and developing internal training and tracking systems. Prior to joining Weatherly, Kylie obtained her Juris Doctorate (JD) dd from the University of San Diego School of Law in 2016 and worked as a law clerk for an employment law firm in San Diego. Kylie was sworn in as a California Bar Admitted Attorney pp in July 2022 and continues to use her legal skills and knowledge to benefit the compliance program at Weatherly.
While at USD, Kylie worked at the Public Defender's Office as an intern for two semesters, providing legal support services to indigent clients. She was involved in the Environmental Law Society bb, Criminal Law Society aa, and the San Diego Volunteer Lawyer Program cc, which offers free civil legal services to low income and disadvantaged San Diegans in the areas of estate planning, housing, and employment discrimination. She also worked as a law clerk at a plaintiff's employment law firm in Del Mar specializing in wage and hour class action lawsuits.
Outside of Weatherly, Kylie enjoys spending time outdoors hiking, playing beach volleyball, and exploring San Diego's stunning coastline.
Education:
Ohio University, B.A. (Communication Studies), Ohio
University of San Diego School of Law, JD (Juris Doctorate), California dd
For more information about educational requirements, professional certifications, and professional designations, click here.
Job Titles:
- 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…
Lindsey Fiske Thompson joined the Weatherly team in 2014 to further our commitment to providing a premier client experience and became a Partner in 2019. Her extensive background in operational support and resource management translates into an optimized client service and experience on multiple levels. Her main focus areas at Weatherly include talent management and the employee experience, information security, compliance, finance, and strategic planning.
Prior to joining Weatherly, Lindsey worked for Eli Lilly and Company for 14 years, providing high level administrative, technology, and operations solutions at the organization's San Diego based Biotechnology division. She played a key role in the corporate culture and operational integrations between Applied Molecular Evolution, Inc. and Eli Lilly & Co., as well as Lilly's acquisition of SGX Pharmaceuticals. Prior to the merger, Lindsey partnered with AME's executive team on investor relations and human resources initiatives. Concurrently, Lindsey founded her own San Diego-based small business focused on providing financial organizing, bill-paying, administrative and IT solutions for high-net-worth individuals and small business owners. Lindsey brings a broad and diversified set of skills to benefit the Firm, WAM clients, and prospects.
Lindsey graduated cum laude from the University of New Hampshire with a B.S. in Environmental Science and studied abroad in Granada, Spain to complete a minor in Spanish. In Fall of 2021, she received her M.S. in Enterprise Risk Management from Boston University ff. Throughout her career, Lindsey's continued her education in the areas of database development, cybersecurity, graphics design, and human resource management. She shares her passion for learning and community service with WAM's team, clients, and her two children.
Education:
University of New Hampshire, B.S. (Environmental Science), New Hampshire
Boston University, M.S. (Enterprise Risk Management), Massachusetts
Certifications:
Certificate in Front End Web Development and Design ##
Job Titles:
- Senior Wealth Management Advisor
Ryan Richardson joined Weatherly in 2012, and rejoined the Weatherly team in Fall of 2017 after a year abroad teaching English. Ryan's core functions include client relationship management, overseeing clients' transfer of assets, RMD planning, block trade support and bond allocations, and mentoring WAM's next generation of associates.
In 2012, Ryan graduated from the University of San Diego (USD) with his BBA in Business Administration with an emphasis in Finance. Ryan was a member of the Delta Sigma Pi professional business fraternity, where he held leadership positions as the Head of Finance and External Communications. Prior to his education at USD, Ryan excelled in collegiate baseball at Santa Barbara City College where he played for two years and graduated with honors. Between 2016 and 2017, Ryan worked for Apax English developing his teaching, teamwork, and leadership skills through teaching English to children ages 5-15 in Vietnam.
Ryan is currently enrolled in a ChFC®ss certificate program and in his free time, he enjoys supporting the Padres, playing softball, camping, and woodworking.
Education:
University of San Diego, B.B.A (Business Administration), California
Certifications:
Ryan Richardson, CFP® Senior Wealth Management Advisor Ryan@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 ">
Job Titles:
- Operations & Client Service 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 onboarding experience, operations, teaching cybersecurity best practices, and business process automation. Sally's previous experience in teaching, marketing, and financial planning augments Weatherly's comprehensive client service offerings and technology implementation initiatives.
Prior to joining Weatherly, Sally lived in Taiwan teaching English to children ages 4-14. Upon the completion of her teaching contract, she traveled independently in the Southeast Asia area. Prior to her teaching experience, Sally worked in sales at White Sands La Jolla, a California Senior Living Community. Her main responsibilities were completing financial evaluations for incoming clients, maintaining sales records, and functioning as an executive assistant to the Director of Marketing.
Sally graduated cum laude from San Diego State University with her B.S. in Business Administration with an emphasis in Financial Planning. In 2013, She also completed a 200 hour yoga teaching certification to volunteer teach yoga to the elderly during her tenure at White Sands. Sally volunteers for Verde Valley Caregivers Coalition, a nonprofit providing seniors with assistance to maintain their independence and quality of life at home.
Education:
San Diego State University, B.S. (Business Administration - Financial Planning), California
For more information about educational requirements, professional certifications, and professional designations, click here.
Job Titles:
- Client Experience & Marketing Associate
Yoshi Brownlee joined the Weatherly team in 2018 to enhance client experience through seamless administrative support and strategic communications. Yoshi is a California Notary Public || . Yoshi's focus areas at the firm are providing a best-in-class client experience, strategic marketing and community outreach efforts, calendar management, and maintaining internal efficiency.
At Weatherly, Yoshi strives to increase the flow of information through marketing initiatives by facilitating monthly blog posts, website maintenance and social media campaigns. Weatherly aims to communicate valuable information and resources to clients in a way that's convenient for them and Yoshi strives to determine new and innovative ways to connect with our clients and community.
Prior to joining Weatherly, Yoshi worked on a congressional campaign in the San Bernardino area after graduating from the University of Redlands with a Bachelor of Arts in Political Science. Her main responsibilities included donor and volunteer outreach, database management and fundraising. Yoshi continued her education while at Weatherly and obtained a Professional Certificate in Marketing hh offered through San Diego State University's College of Extended Studies and One Club San Diego, in September 2020. When not at Weatherly, you can find this San Diego native at one of the city's many beaches, spending time with friends and family, or enjoying the outdoors with her dog, Porter.
Education:
University of Redlands, B.A. (Political Science), California
Certifications:
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…