Timothy L. Whetro, CFP®

    Regional Principal

    Timothy is the Regional Principal in the Toledo office. He is a Certified Financial Planner™ with over 24 years of experience and has been working with the Buckingham team since January of 2005. He works with clients from when they start a Financial Plan through assisting in their retirement process. He enjoys meeting with clients […]

    Kristy Harden

    Senior Administrative Assistant

    Kristy joined the Buckingham team as a Senior Administrative Assistant in our Toledo of…

    Stephanie Koepfler


    As a Paraplanner with a Life & Health Insurance license, Stephanie works closely w…

    Cheri Montgomery

    Regional Operations Manager

    Cheri is the Regional Operations Manager for our Toledo Office. She joined the Buckingh…

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    Securities offered through Capital Investment Group, Inc. Member FINRA & SIPC. 100 E. Six Forks Rd., Ste. 200, Raleigh, NC 27609 Phone (919) 831-2370
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