Spear, Tremaine and Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.


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: An Ameriprise advisory practice serving the Pittsburgh, PA area.
: An Ameriprise advisory practice serving the Pittsburgh, PA area.

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Advisors

Matthew Tremaine, Private Wealth Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Matthew Tremaine

CFP®, CMFC, CLTC®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Matthew Tremaine's website
Megan L Spear, Private Wealth Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Megan L Spear

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Megan L Spear's website

Team

Julie B. Tremaine

Julie B. Tremaine

Practice Manager

Qualifications

  • Julie joined Ameriprise Financial in 2006 as an Operations Coordinator in Cincinnati, OH.
  • She was promoted to the position of Event Coordinator where she supported the marketing efforts of Ameriprise offices in Detroit, Pittsburgh, and multiple offices in Ohio.
  • She was excited to join Matthew's team in 2013 as his Practice Manager.

Roles & Responsibilities

  • Insurance Specialist
  • Marketing & Client Experience Manager
  • Special Projects Manager
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Barbara S. DiPietro

Barbara S. DiPietro

Financial Planning Assistant

Qualifications

  • Barb is thrilled to join the financial planning industry and Matthew's team in April 2017 as Client Relationship Manager.
  • Early in her career, Barb spent three years as Special Projects Manager at Schramm Farms & Orchards where her focus was process improvement and new business development.
  • She also has three years experience in the supply chain industry where she managed both supplier and client relations.

Roles & Responsibilities

  • Financial Planning Assistant
  • Business Processing Manager
  • Client Liaison
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Patricia A. Shields

Patricia A. Shields

Office Manager

Qualifications

  • Patti re-entered the workforce by joining the financial planning industry and Ameriprise Financial in 2004 as an Administrative Assistant.
  • Earlier in her career, Patti spent 7 years as accounting manager for a marketing firm in Pittsburgh.
  • Patti has found the financial planning industry a perfect fit for her management, finance and client relations interests and was excited to join Matthew’s team in August 2017 as Office Manager.

Roles & Responsibilities

  • Compliance Manager
  • Client Liaison
  • Estate Settlement Specialist
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Janet Dzvonick

Janet Dzvonick

Client Service Specialist

Qualifications

  • Janet joined Ameriprise Financial in 1996 as a part-time receptionist and later transitioned to an Administrative Assistant. She's recently moved into the role of Client Service Specialist.
  • She also has experience as the Office Manager / Accountant for her family's swimming pool business.
  • Janet was excited to join Spear, Tremaine & Associates in 2017.

Roles & Responsibilities

  • Client Liaison
  • Compliance Management
  • Scheduling Specialist
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Kimberly Schaerer

Kimberly Schaerer

Client Concierge

Qualifications

  • Kim began her career as a Real Estate Agent in Wexford, PA.
  • During her tenure, Kim gained experience in client services, business management, account management and development, and real estate sales.
  • Kim was excited to join the financial planning industry and Spear, Tremaine & Associates in 2021 as their Client Concierge.

Roles & Responsibilities

  • Client Liaison
  • Business Processing Manager
  • Compliance Management
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