WHETRO ADVISORS - Key Persons
Job Titles:
- Member of the Whetro Team
- Operations Manager Cheri Montgomery Is the Operations Manager for Whetro Wealth Management. Working Alongside Tim Whetro for the Last 20
Operations Manager Cheri Montgomery is the Operations Manager for Whetro Wealth Management. Working alongside Tim Whetro for the last 20…
Job Titles:
- Member of the Whetro Team
Paraplanner As a Paraplanner and with her Life & Health Insurance license, Stephanie works closely with Tim in the planning…
Job Titles:
- Compliance and Operations Manager Capital Investment Advisory Services, LLC Tess Ramby Assists in the Compliance Department and Is Responsible for General
Job Titles:
- Director of Marketing
- Member of the Whetro Team
Director of Marketing Wes Allen is the Director of Marketing for Whetro Wealth Management. He oversees all marketing efforts to…