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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Jamie L. Roach

Financial Advisor

Jamie L. Roach

Financial Advisor

Location: South Hills
Phone: (724) 597-7990 x 1701

Jamie L. Roach joined Hefren-Tillotson as Financial Advisor partnering with her mother, Patricia John.   As a team they offer a unique multi-generational perspective and diverse viewpoints to guide your financial planning process.   Together they are committed to understanding the client’s unique needs and overall goals.

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Jamie works with individuals, families and business owners at every stage of their life to establish a well thought out financial plan suitable for their unique needs.   Her mission is to present her clients with options that are reasonable, clear and concise.  She strives to form long lasting relationships with her clients built on trust and integrity.   Perhaps most important, as a team, Patty and Jamie are constantly reviewing client portfolio to ensure investments match changes in the economy and their client’s individual situations — time horizon, financial goals, tax and income needs, and personal feelings about risk.  

Jamie and Patty utilize the Hefren-Tillotson MASTERPLAN, a comprehensive wealth management tool designed to establish individual goals based on the unique needs of each client.  The plan allows the team to understand their client’s financial goals, return expectations and risk tolerance.

As a Registered Representative and an Investment Advisor Representative, Jamie holds a series 7 and 66 securities license. Jamie is a member of the Southwest Communities Chamber of Commerce, Pittsburgh Botanic Garden’s Emerging Leader’s Council, member of PATSA (PA Tourettes Syndrome Alliance) and member of Elevate Pittsburgh Chapter. 

Prior to joining Hefren-Tillotson, Jamie was a Human Resources Professional with a global company, and led the recruiting efforts for five of their prominent Leadership Development programs advising managers and executives. She was chosen to participate in their prestigious internal Leadership Development program, one of only 12 individuals chosen each year.

Jamie graduated with a Bachelor of Science degree from Penn State University.  As a Pittsburgh Native and resident of the South Hills, Jamie, her husband Jason and their three children enjoy spending time together fishing, ice skating, swimming and working together on various projects.

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Patricia John & Jamie Roach

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.