Timothy L. Whetro, CFP®

For nearly 35 years, Whetro Advisors founder Tim Whetro has been applying his passion for people to his career as a financial advisor. His experience as an agent brought about an epiphany: Most financial products limit the client due to being too small and as a result, doesn’t maximize on their potential they seek. This led to him starting his own independent license where he could educate clients while helping create them create the financial future they seek.

Tim was born and raised in Northwest Ohio. His love of the Greater Toledo area made it the best possible home for Whetro Advisors. Tim’s commitment to the people of Northwest Ohio isn’t just found in servicing his clients…it can be seen in his activity in the community. His passion for people applies to his expertise, building a relationship between financial planner and client that they can rely on because Tim is truly “one of them”.

If you’re at the starting line of the Glass City Marathon or perhaps in between shots on the course and you see a familiar face next to you, that’s Tim Whetro. He’s an avid runner, triathlete, and golfer. Commitment and passion carry over into all aspects of his life. He and his team are excited to help you. 

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.