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Employee Profile

Financial Advisor
Jamie L. Roach
(724) 597-7990 x 1701
South Hills

Jamie L. Roach joined Hefren-Tillotson as Financial Advisor partnering with her mother, Patricia John, Vice President. Jamie and Patty offer a unique multi-generational perspective and diverse viewpoints to guide your financial planning process.  

They are committed to providing a personalized planning experience making recommendations based on the long-term interests of their clients utilizing Hefren-Tillotson’s MASTERPLAN approach. Their team approach shows their commitment to the client relationship, their understanding of each individual’s unique situation and expertise to offer comprehensive investment advice. 

 

Ready to take the first step toward your financial future?
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As part of a team, 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. 

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

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.

Patricia John & Jamie Roach
Jamie is available to help you with your investments and answer your questions.
Send Jamie a Message
Send a Message to Jamie Roach
and take the first step towards your financial future.

Experience.

You Can Trust.

Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.

Insight.

You Can Rely On.

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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. MEMBER SIPC.