“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 works alongside her mother, Patricia John. 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.
As a team, Jamie and 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. Jamie’s mission is to present her clients with options that are reasonable, clear and concise.
She earned the Certified Private Wealth Advisor® (CPWA®) designation and is a Registered Representative and an Investment Advisor Representative, holding series 7 and 66 securities licenses, 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.