Inspired by her mother, Patricia John, Jamie Roach saw firsthand the meaningful impact trusted financial guidance can have on individuals, families, and communities. Today, Jamie and Patty form Pittsburgh's only mother-daughter financial advisory team and lead a team of women who share a passion for helping individuals, families, and business owners build, preserve, and transition wealth with confidence.
Together, they bring more than 30 years of combined experience and a multigenerational perspective that helps clients navigate the financial opportunities and challenges that come with each stage of life. Jamie believes successful investing begins with a comprehensive financial plan and is passionate about helping clients simplify complex decisions through personalized strategies aligned with their goals, values, and vision for the future.
Jamie holds the Certified Private Wealth Advisor® (CPWA®) designation and is a Registered Representative and Investment Adviser Representative, holding Series 7 and 66 registrations, as well as Life, Accident, and Health Insurance licenses. She earned a Bachelor of Science degree from Penn State University.
A lifelong Pittsburgh resident, Jamie is actively involved in her community through organizations including the Southwest Regional Chamber of Commerce, the Pennsylvania Tourette Syndrome Alliance (PATSA), and Dress for Success Pittsburgh. She is committed to building lasting relationships and helping clients make confident financial decisions for themselves and future generations.