Compliance and Operations Manager Capital Investment Advisory Services, LLC Tess Ramby assists in the Compliance Department and is responsible for general Investment Advisory issues, Investment Advisory Representative (IAR) support, and general compliance related tasks. She has been with the firm since 2008 and in the financial services industry since 1987. Tess maintains her General Securities License and General Securities Principal License. … Read More
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.
Operations Manager Cheri Montgomery is the Operations Manager for Whetro Wealth Management. Working alongside Tim Whetro for the last 20 years, she’s enjoyed her role overseeing the day-to-day operations of the business while working directly with our clients. In her spare time, she enjoys the arts and traveling with her husband.
Chief Investment Officer Capital Investment Advisory Services, LLC Ryan A. Mumy, CFP®, AIF® is the Chief Investment Officer for Capital Investment Advisory Services, LLC, located in Raleigh, NC, and has over 18 years of experience in the financial services industry. Ryan is a CERTIFIED FINANCIAL PLANNER™ professional as well as an Accredited Investment Fiduciary®. Ryan personally manages assets for a … Read More
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