Weatherly Asset Management

Aubrey Brown is a CFP® with 10 years of industry experience currently working at Weatherly Asset Management. He has previously worked at LPL Financial and Lifetime Financial Advisors, Inc. Brown is based in Del Mar, CA and holds a Series 66 license. Weatherly Asset Management serves individual and institutional clients, including trusts, retirement plans, charitable organizations, and small businesses, providing discretionary portfolio management and comprehensive financial planning. The firm employs a team-based approach combining top-down macroeconomic analysis with bottom-up fundamental research, focusing on mid- to large-cap equities and high-quality fixed income.

Sally Eisenberg is a financial advisor at Weatherly Asset Management with a Series 65 credential and two years of industry experience. Prior to her advisory role, she worked in hospitality at Sedona Beer Co. and Page Springs Cellars. Outside of finance, she has experience working as a part-time server at Sedona Beer Company. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning. The firm employs a team-based approach that combines top-down macroeconomic analysis with bottom-up fundamental research, managing approximately $1.68 billion in assets.

Brooke Kelly is a CFP® professional at Weatherly Asset Management with nine years of industry experience. She has been with Weatherly since 2016 and previously worked at Grant Thornton, LLP. Outside of financial advising, she holds a minority ownership interest in Champion Lumber, a family-owned lumber company. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning. The firm’s investment approach integrates top-down macroeconomic analysis with bottom-up fundamental research, focusing on mid- to large-cap core equities and high-quality fixed income, and employs a team-based workflow supported by an investment committee.

Martin Rascon Jr. is a CFA® charterholder and holds a Series 65 license, with five years of experience in financial advising. He currently works at Weatherly Asset Management and previously held roles at Platt Wealth Management and in catering and university settings. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning, managing approximately $1.68 billion in assets across its multi-advisor team. The firm combines top-down macroeconomic analysis with bottom-up fundamental research, focusing on mid- to large-cap equities and high-quality fixed income, and employs a team-based investment process with regular client communications.

Chase Hayhurst is a CFP® with six years of industry experience, currently serving as an advisor at Weatherly Asset Management. Prior to joining Weatherly, he worked at EMoney Advisor for five years. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning. The firm combines a top-down macroeconomic approach with bottom-up fundamental research, focusing on mid- to large-cap equities and high-quality fixed income, and manages client assets through a team-based investment committee.

Andrea Taylor is a CFP® with three years of industry experience, currently advising at Weatherly Asset Management. Prior to joining Weatherly, she worked at Ernst & Young, LLP and Cakebread Cellars. Weatherly Asset Management serves individual and institutional clients, including trusts, retirement plans, charitable organizations, and small businesses, offering discretionary portfolio management and comprehensive financial planning. The firm combines top-down macroeconomic analysis with bottom-up fundamental research, focusing on mid- to large-cap core equities and high-quality fixed income, and manages approximately $1.68 billion in client assets through a team-based approach.

Carolyn Taylor is a financial advisor with Weatherly Asset Management in Del Mar, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Weatherly Asset Management since 1994. Weatherly Asset Management serves individual and institutional clients, including trusts, retirement plans, charitable organizations, and small businesses, offering discretionary portfolio management and comprehensive financial planning. The firm uses a team-based approach to manage approximately $1.68 billion in assets, combining top-down macroeconomic analysis with bottom-up fundamental research focused on mid- to large-cap core equities and high-quality fixed income.

Stone Churby is a CFP® with two years of industry experience, currently serving as an advisor at Weatherly Asset Management. He has worked at Weatherly since 2022 and previously held positions at the University of Oregon and Raley’s. Weatherly Asset Management provides discretionary portfolio management and comprehensive financial planning to individual and institutional clients, including trusts and retirement plans. The firm’s investment approach integrates macroeconomic analysis with fundamental research, focusing on mid- to large-cap equities and high-quality fixed income, managed by a team-based process and overseen by an investment committee.

Ryan Richardson is a CFP® and ChFC® with 12 years of experience in financial advising. He is currently with Weatherly Asset Management, where he has worked since 2012 in various capacities. Weatherly Asset Management serves individual and institutional clients, including trusts, retirement plans, charitable organizations, and small businesses, providing discretionary portfolio management and comprehensive financial planning. The firm employs a team-based approach with an investment committee that combines top-down macroeconomic views and bottom-up fundamental research, focusing on mid- to large-cap equities and high-quality fixed income.

Brenton Armstrong is a CFP® professional with 18 years of industry experience, currently serving at Weatherly Asset Management since 2015. He holds the Series 65 designation and is based in Del Mar, CA. Weatherly Asset Management serves individual and institutional clients, including trusts and retirement plans, through discretionary portfolio management and comprehensive financial planning. The firm employs a team-based investment approach combining macroeconomic analysis with fundamental research, focusing on mid- to large-cap core equities and high-quality fixed income.

Kelli Burger is a CFP® and Series 65-registered advisor with Weatherly Asset Management, where she has worked since 2016, accumulating 13 years of industry experience. She is based in Del Mar, CA, and operates within an 11-advisor team at the firm. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning, managing approximately $1.68 billion in assets. The firm combines a top-down macroeconomic perspective with bottom-up fundamental research, focusing on mid- to large-cap core equities and high-quality fixed income, and employs a team-based approach supported by an investment committee.