Our Team
The Patty John and Jamie Roach Group is a mother-daughter led, all-women team with over 40 years of combined experience in investment management and financial planning.
Our multi-generational perspective helps us connect with clients of all ages and backgrounds, with a focus on working with women and women-owned businesses.
We’re guided by honesty, integrity, and a commitment to putting you first—always.
Whether you need investment management, financial planning, retirement planning, tax-efficient wealth strategies, business succession planning, or guidance on creating a lasting family legacy, our team is here to help.
We take a personalized approach to wealth management, building a comprehensive financial strategy tailored to your goals, values, and stage of life. Our mission is to help you make informed decisions, protect what matters most, and move forward with confidence in your financial future.
Patricia John, AAMS®
Financial Advisor
Jamie L. Roach, CPWA®
Financial Advisor
Paige Myers
Financial Advisor
Mary Meiman
Client Specialist
Mary joined The Patty John and Jamie Roach group in November 2024 with a passion for building relationships and providing outstanding service to clients. Mary graduated from Wheeling Jesuit University with a bachelor’s degree in...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.