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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.  

As a Registered Representative and an Investment Advisor Representative, Jamie holds a series 7 and 66 securities license. She is a member of Pittsburgh Society of Investment Professionals an organization of financial planning experts, and Pittsburgh Professional Women a resource organization for business women in Western Pennsylvania. 

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.

Prior to joining Hefren-Tillotson, Jamie was a Human Resources Professional with Siemens Corporation, and led the recruiting efforts for five of their prominent Leadership Development programs advising managers and executives. She was chosen to participate in Siemen’s 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.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.