Timothy Lehto has been dedicated to helping clients achieve their financial objectives for over 24 years. As an award-winning advisor and recipient of the Platinum Council Award for the years of 2014-2024, Timothy is committed to providing personalized, custom-tailored investment plans that align with his clients’ long-term goals and dreams.

Timothy began his career in financial services with Edward Jones in 2001 before joining Wells Fargo in 2003 as a Financial Advisor. He later managed Wells Fargo’s Escanaba trust office until 2010, when he transitioned to Senior Financial Advisor and Managing Director of Investments and is now the Owner, Senior Financial Advisor of Lehto Private Wealth Management.

Building long-term client relationships and truly understanding their personal and financial goals is Timothy’s passion. He values the trust his clients place in him to help guide their financial futures.

Outside of work, Timothy is a classic car enthusiast who enjoys restoring vintage automobiles. He is also an avid golfer and a devoted Packers fan. He loves spending time with his wife of 28 years, Cheri, and their four children, and they enjoy traveling together as a family.

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism.

With 23 years of experience in the financial services industry, Terri Klein is passionate about helping clients achieve their financial goals. She loves serving as a trusted resource, always available to resolve questions and issues that arise. Terri enjoys building lasting relationships with clients along with the problem-solving aspect of her role, especially researching and finding solutions for client needs.

Terri began her career at Wells Fargo in 2001 as a teller. Over the years, she advanced into roles as a Personal Banker and then a Relationship Associate in Commercial Banking, where she spent the past 11 years. In December 2023, she transitioned into her current role as a Client Associate.

Outside of work, Terri enjoys spending time with her family. Summers are spent camping with her husband and daughter, exploring the beautiful Upper Peninsula. In her downtime, she loves reading and playing board games during family nights.