About the Whetro Team
Working to Help you Manage Change
We are a unique fiduciary team of strategists, investors, accountants, financial planners and advisors. We work together – with individuals, families, and business owners – to create personalized wealth management strategies that connect and align all the important aspects of your unique journey.
Whetro Advisors is an independent financial planning firm. Our objective is to provide professional, and tailored solutions rather than a “one size fits all” approach other professionals may use.
We are not limited to working with one financial institution which allows us to choose the company, product and services best suited to each client’s needs.
Meet the Whetro Team
Timothy L. Whetro, CFP®
Investment Advisory Representative Certified Financial Planner Tim Whetro is the founder of Whetro Wealth Management. He has been a financial…
Cheri Montgomery
Operations Manager As the Operations Manager for our Toledo Office and working with Timothy Whetro for 20 years. She has…
Stephanie L. Koepfler
Paraplanner As a Paraplanner and with her Life & Health Insurance license, Stephanie works closely with Tim in the planning…
Affiliated Partners
Tess Ramby
Compliance and Operations Manager Capital Investment Advisory Services, LLC Tess Ramby assists in the Compliance Department and is responsible for general…
Ryan A. Mumy, CFP ®, AIF®
Chief Investment Officer Capital Investment Advisory Services, LLC Ryan A. Mumy, CFP®, AIF® is the Chief Investment Officer for Capital…