“Whether you’re planning for retirement, saving for a new home or building a legacy for future generations, we work to help you reach that goal, to stay on track, and to be sure we always know what that track is. We strive to build a client relationship built on trust and satisfaction, helping to ensure a long lasting client/advisor bond.”
Patty works with her daughter, Jamie Roach, to form a committed mother-daughter team, The John-Roach Group, specializing in providing their clients with personalized service and advice in the areas of retirement planning, portfolio management, estate planning, and insurance. She and her team are focused on helping clients and their families become and remain financially sound.
Patty is deeply involved in the community. She is as an active member and past president of the Carnegie-Collier Rotary. Patty has served as part the Carnegie-Collier Rotary’s Board of Directors for over 12 years and She is a Paul Harris Fellow. Additional organization involvement includes:
- Board of Directors Member and Speaker’s Bureau, PA Tourette Syndrome Alliance (PATSA)
- Board Member, Dress for Success Pittsburgh
- Pittsburgh Chapter Member, Alliance for Corporate Growth (ACG)
- Women’s Leadership Council, United Way
- Marketing Committee Member, Three Rivers Venture Fair
- Advisory Board Member, Pure Thirst
Patty can often be heard on NewsRadio 1020 KDKA as Co-Host of “Your Money and You”.
Patty holds Series 7 and 65 Securities license, as well as Life, Accident and Health Insurance. She has earned the designations AIF (Accredited Investment Fiduciary) and AAMS (Accredited Asset Management Specialist).
Patty attended Duquesne University.
Patricia is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.Send Message