“I provide my clients, their families and businesses with the tools and guidance to create their dream financial future. Our unique team approach allows us to offer multigenerational perspectives developing a strong relationship built on trust, respect and collaboration. It’s important that we understand priorities and life-goals and how their finances integrate into those areas. Selecting an Advisor may be one of the most important decisions they make, we want to make sure that we work hard to honor that decision”
Jamie L. Roach is an Associate Vice President with Hefren-Tillotson. She is a partner of The John/Roach Group, working alongside her mother, Patricia John, First Vice President. As the only Mother, daughter team in Pittsburgh, Jamie and Patty have more than 30 years combined experience helping provide financial guidance for their clients. Their unique multigenerational perspective and experience has allowed them to serve their clients with experience and service second to none. They are committed to providing a planning experience with recommendations based on the interests and goals of their clients.
Jamie as a team with her mother, Patty, have worked with individuals, families and business owners at every stage of their life to establish a well thought out financial plan suitable for their needs. Her mission is to present her clients with options that are reasonable, clear and concise.
Jamie is an active member and previous Treasurer of the Southwest Communities Chamber of Commerce. She is also an active member of PATSA (PA Tourette Syndrome Alliance). She is a Registered Representative and an Investment Advisor Representative, Jamie holds a series 7 and 66 securities license, as well as Life, Accident and Health Insurance.
Jamie graduated with a Bachelor of Science degree from Penn State University. She started her journey studying Information Technology focusing on application and integration. As she watched her mother’s passion for Financial planning and helping her clients, she grew to love the business.
As a Pittsburgh Native and resident of the South Hills, Jamie, husband Jason and their three children enjoy spending time together fishing, ice skating, swimming and working together on various projects.
