Timothy L. Whetro, CFP®

Investment Advisory Representative Certified Financial Planner Tim Whetro is the founder of Whetro Wealth Management. He has been a financial advisor for 33 years. With his experience as an agent, he saw that the limited company products were too small for clients and started his Independent license.  Tim has a history of servicing clients with a focus on customer service. … Read More

Cheri Montgomery

Operations Manager As the Operations Manager for our Toledo Office and working with Timothy Whetro for 20 years. She has enjoyed her role overseeing the day to day operations and working with our clients. in her spare time, she enjoys the arts and traveling with her husband.

Stephanie L. Koepfler

Paraplanner As a Paraplanner and with her Life & Health Insurance license, Stephanie works closely with Tim in the planning process for our clients. her favorite part of her job is helping our clients prepare for retirement. In her free time, she enjoys spending time with her family and friends.