601 East Broad Street, Suite 100,
Robin has earned a Bachelor of Science Degree in Accounting from Ursinus College and a Bachelor of Science Degree in Hotel and Restaurant Management from Widener University. She is also an Enrolled Agent, Certified Fund Specialist and a Certified Annuity Specialist.
After thirteen years of increasing financial and management responsibilities with major Philadelphia hospitals, she decided to make a career change centered on her Accounting degree and joined her father's firm in 2001. Her attention to detail and customer service specialization made her a valuable asset for our clients. She was made partner in 2006 and took over the business in 2017.
Robin believes that you must take a holistic approach encompassing all aspects of a client’s financial well-being. Robin's focus is on educating her clients. She wants them to understand what they have, why they have it, and how it functions. Her goal is to present all of the options available so that clients can make an informed decision, implement that chosen strategy and constant management and review to make sure their plan is ever evolving with their lives. She treats her clients like family and welcomes their laughter and tears.
Robin is married with two amazing children and a very special dog. Her family is her joy and time away from the office is spent with them.
Investment Advisor Representative, Enrolled Agent, Insurance Agent and Owner
Robin.Clay@ceterafs.com for investment questions
Robin@trpfs.com for all other inquiries
Michele joined our firm in 2011 and has been a real asset to us. She is the friendly face to greet you in person or on the phone. She goes out of her way to assist clients with their needs. As our Client Services Assistant and Robin’s Executive Assistant, She supports the firm in every aspect of what we do.
Michele is married with two grown children and loves spending time with her family.
Executive Assistant and Client Service Assistant
Michele.Reinert@ceterafs.com for investment questions
Michele@trpfs.com for all other inquiries