Our Team

Our Team

Whetro Advisors is made up of a team of credentialed professionals to best assist you. Our Toledo office has two Certified Financial Planners®, a Certified Public Accountant, an Insurance Specialist and a three person support team.

Each team member’s responsibilities include monitoring and updating the rest of the team on the news and price activity of hundreds of client security holdings along with weekly Investment Meetings where we are able to review selected industries, identify buys and sells, and discuss the latest economic and political changes impacting client portfolios.

Portfolio Manager, Vice President
Capital Investment Counsel