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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Robin Lynn Tucker, ChFC, RICP, CEPA

Managing Partner and Wealth Advisor

(724) 960-8013

robin.tucker@tripointewealth.com

“I believe that the biggest mistake that most people make when it comes to their retirement is they do not plan for it. They take the same route as Alice in the story from “Alice in Wonderland,” in which the cat tells Alice that surely...
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William Spero

Managing Partner and Wealth Advisor

(724) 565-3916

william.spero@tripointewealth.com

I have built a two decade long foundation in the financial world and am proud to partner in launching Tri-Pointe Wealth Advisors, LLC to focus on holistic financial planning and wealth advisory services. The key has been to provide a...
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Kerrie Morris

Wealth Advisor

(724) 997-4254

kerrie.morris@tripointewealth.com

“People change for one of two reasons, they learn enough that they want to or they hurt enough that they have to.” -Author unknown None of us want to feel the hurt that limited finances can bring into our lives. Learning how to prepare...
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