What can we help you find?
Introducing MASTERPLAN 101 ... YOUR basics guide to the investment world!

Craig McRoberts, AIFA®

Executive Vice President

Craig McRoberts, AIFA®

Executive Vice President

Location: South Hills
Phone: (724) 597-7990 x 1604

Craig McRoberts is a Financial Advisor and Executive Vice President with Hefren-Tillotson, Inc. Under his direction, The McRoberts Group at Hefren-Tillotson utilizes Hefren-Tillotson’s comprehensive MASTERPLAN approach to help clients achieve their goals in the areas of investment, retirement, tax and estate planning. The Group also partners with Hefren-Tillotson’s Corporate Services department to provide corporate retirement plan management as well as executive financial counseling services.

Ready to take the first step toward your financial future?
Send Craig a Message

Prior to starting his career at Hefren-Tillotson, Craig graduated from The Pennsylvania State University in 1992 with a B.S. in Finance and a minor in Spanish. While in University Park, Craig completed several internships with a regional brokerage firm and was a scholarship recipient on the baseball team.

A career Hefren –Tillotson employee, Craig worked downtown for 5 years before helping to establish the firm’s original South Hills Office in 1997. Craig holds the Series 7, 65 and 8 securities licenses as well as the Life, Accident and Health License.  He currently serves as one of the co-hosts of the popular “Your Money and You” radio show heard on Sunday mornings from 9:00AM to 11:00AM on KDKA Radio / AM 1020.

The McRoberts Group at Hefren-Tillotson leverages the expertise of each of its members to best serve their clients. Executive Vice President Craig McRoberts leads the team with his extensive experience in working with both individual and corporate clients. As a CFP® practitioner, Dan Richmond enhances the team’s planning approach to working with clients.  Our administrative assistants, Lori Wildman and Beth Markl, focus their time providing our clients with first rate customer service.

Out of the office, Craig has served on various not-for-profit Boards including the March of Dimes, Jefferson Regional Medical Center and Valley Brook Country Club.

In his spare time, Craig enjoys playing golf, skiing, and relaxing with his family. He lives in Peters Township with his wife and three children.

Click the background of this investment professional on FINRA's BrokerCheck.

The McRoberts-Richmond Group

Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.