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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.

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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.

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The McRoberts-Richmond Group

Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.