“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 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 on the Board of Directors for well over 12 years. She is a Paul Harris Fellow.
- Member of the Board of Directors and Speaker’s Bureau for PATSA, PA Tourette Syndrome Alliance
- Board Member Dress for Success Pittsburgh
- Member of Pittsburgh Chapter of ACG, Alliance for Corporate Growth
- Member of Women’s Leadership Council –United Way
- Serves on the Marketing Committee of the Three Rivers Venture Fair
- Advisory Board Member Pure Thirst
Patty can often be heard on NewsRadio 1020 KDKA providing the afternoon stock quote report, as well as the “Ask the Advisor” segment of Hefren-Tillotson’s “Your Money & You” on Sunday mornings.
Licenses and designations include: series 7 and 65 securities license and 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.