The McRoberts-Richmond Group

Craig McRoberts, AIFA®

Executive Vice President

Craig McRoberts is a Financial Advisor and Executive Vice President with Hefren-Tillotson, Inc. Under his direction, The McRoberts Richmond Group at Hefren-Tillotson utilizes the firm’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.

A career Hefren –Tillotson employee since 1993, 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 a member of the firm’s Investment Advisory Board and as a member of the Masterplan, Inc. Board of Directors.  Previously you may have heard Craig as a co-host of Hefren-Tillotson’s “Your Money and You” Sunday morning radio show on News Radio 1020 KDKA.

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 investment brokerage firm and was a scholarship recipient on the baseball team.

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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Videos With Craig McRoberts, AIFA®

Retirement Years – Part 1

02:16.
The McRoberts-Richmond Group
Lori Wildman
Senior Registered Financial Assistant
Executive Vice President
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The McRoberts-Richmond Group
Beth Markl
Financial Assistant
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