About Us

Your Advisory Professionals:

Proven. Tested. Trusted.

The Meredith Group’s strong reputation in the local community and beyond, plus combined industry experience in all areas of wealth management, are two reasons why they have become a trusted financial advisory source for people like you, in various stages of life, and searching for healthy financial future.

“A man has nothing if he doesn’t have integrity.”
James G. Meredith
CPA/PFS
Executive Vice President

With a long and storied career of helping his clients preserve and grow their wealth, Jim’s expertise in working with individuals, affluent families, business leaders and non-profit organizations spans more than 50 years. Jim holds both a Certified Public Accountant (CPA) Certificate and a Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants.

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With a long and storied career of helping his clients preserve and grow their wealth, Jim’s expertise in working with individuals, affluent families, business leaders and non-profit organizations spans more than 50 years. Jim holds both a Certified Public Accountant (CPA) Certificate and a Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants.

Jim is President of MASTERPLAN, Inc., Hefren-Tillotson’s parent company, and a member of Hefren-Tillotson’s Asset Management Group. When Jim joined the firm in 1977, he created the firm’s first MASTERPLAN® software analytical tool, more than a decade earlier than the industry. 

Jim has spent his entire investment advisory career with Hefren-Tillotson, providing consistent service to his clients. He is the recognizable and trusted voice in Pittsburgh’s community at large and beyond as the host of the long-running Sunday morning radio program, Your Money & You, heard on NewsRadio AM 1020 KDKA and 100.1 FM KDKA.

Jim is a multi-year awardee of Barron’s Top 100 independent financial advisors.

While offering unbiased, expert financial advice to radio listeners of all ages, Jim masterfully integrates his vast knowledge and financial know-how over the airwaves and into every facet of his financial planning practice, The Meredith Group at Hefren-Tillotson.

“At this point in my career my sole purpose is to help people by assisting them on their journey toward achieving their life goals and dreams,” Jim says. 

Jim is dedicated to his clients, as a close family confidant would be, and often provides advice solving multi-generational family concerns, designing estate plans, managing elder care issues, and providing recommendations on home purchases and guidance in selling multi-million dollar businesses.

Jim has served as an active participant and one of the initial major contributors in the creation of a $5 million foundation for ALS research through “LIVE LIKE LOU.” He has partnered with the Greater Pittsburgh Community Food Bank on several campaigns, the most recent in response to the COVID-19 pandemic. His team promoted the campaign, and his matching funds helped contribute to $1.2 million raised in one day. Jim is also a supporter of “Gwen’s Girls,” a home for abandoned unwed mothers.

Jim received a Bachelor of Science degree in Accounting and a Master of Business Administration in Finance from the University of Dayton. His continuing education has included postgraduate work in accounting, taxes, and finance. 

Having lectured extensively across the United States on the subject of Personal Financial Planning, Jim co-authored “Expert Financial Planning,” a book loaded with ideas and concepts on financial planning.

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“Integrity is being honest in all you do and say.”
Mary Ann Siebert
CFP®
Senior Vice President

Mary Ann began her financial services career in 1978, as a Registered Representative with a regional investment firm, and later, as an Executive Vice President and Principal with a local investment firm.

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Mary Ann began her financial services career in 1978, as a Registered Representative with a regional investment firm, and later, as an Executive Vice President and Principal with a local investment firm.

In 1989, she joined Hefren-Tillotson as a Registered Paraplanner (RP). Mary Ann’s career flourished, as a CERTIFIED FINANCIAL PLANNER™ practitioner, a Registered Representative and a Senior Vice President. She is Life, Health and Variable Annuity licensed. 

When she joined Hefren-Tillotson, Mary Ann also established herself as an integral part of the team at The Meredith Group at Hefren-Tillotson.

In addition, Mary Ann is the distinguished producer of Your Money & You, heard on NewsRadio AM 1020 KDKA and 100.1 FM KDKA every Sunday morning.  She is featured on the show’s “Ask the Advisor” segment and the daily stock reports.

Devoting most of her time to advising individuals in the areas of financial and estate planning, Mary Ann offers assistance defining clients’ objectives, meeting their goals, and ultimately charting their course to enjoying the long-term benefits of their financial security. She brings a common-sense approach to investing.

Mary Ann prides herself as a client advocate and go-to person for clients in need. She has worked closely with divorced individuals and has testified as an expert witness in divorce hearings. 

Mary Ann is an active member of the Financial Planning Association. 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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“Integrity is the choice between what’s convenient and what’s right.”
Jayme Meredith
CFA®
Senior Vice President

Jayme has dedicated his career to maintaining his long-term relationships with his valued clients by continually doing what is in their best interests and providing them with personalized, attentive service. His mission, and the mission of Hefren-Tillotson, is to become and remain his client’s most trusted advisor.

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Jayme has dedicated his career to maintaining his long-term relationships with his valued clients by continually doing what is in their best interests and providing them with personalized, attentive service. His mission, and the mission of Hefren-Tillotson, is to become and remain his client’s most trusted advisor.

“Helping my clients achieve their financial goals has always been a top priority that comes from having a deep respect for my clients’ long-term goals and my own relentless commitment to excellence,” Jayme says.

Jayme graduated with a master’s degree in Business Administration from Carnegie Mellon University’s prestigious Tepper School of Business and holds a Bachelor of Science degree in Business Finance from Saint Vincent College.

Prior to joining Hefren-Tillotson, Jayme spent many years working in New York and London in derivatives and structured finance for several major investment banking firms on Wall Street. Today, as a Chartered Financial Analyst, Jayme has garnered highly respected financial success for his clients and continues to earn their trust.

As one of the region’s most respected financial experts, Jayme speaks at seminars and lectures, and is featured, interviewed and quoted in various news outlets and periodicals including WPXI-TV, KDKA-TV and KDKA radio, Pittsburgh Post-Gazette, Pittsburgh Business Times and The Wall Street Journal. 

He is one of the co-hosts of Your Money & You, heard on NewsRadio AM 1020 KDKA and 100.1 FM. Jayme is the moderator of the show’s weekly “Ask The Advisor” segment. You’ll also hear him on KDKA’s daily afternoon stock report.

Jayme serves on several local boards including Point Park University and Saint Vincent College McKenna School of Business.

He is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.

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“Integrity, to me, is simply telling myself the truth.”
Matthew Snider
CFP®
Senior Vice President & Branch Manager

Since joining Hefren-Tillotson in 1999, Matthew has worked exclusively within The Meredith Group. His responsibilities have included introducing Hefren-Tillotson’s investment advisory services, managing the workflow within The Meredith Group’s team of advisors and working closely with clients.

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Since joining Hefren-Tillotson in 1999, Matthew has worked exclusively within The Meredith Group. His responsibilities have included introducing Hefren-Tillotson’s investment advisory services, managing the workflow within The Meredith Group’s team of advisors and working closely with clients. He now serves as Branch Manager of the Greensburg office, while still providing clients and their families comprehensive financial advice.

“I enjoy providing sound financial advice to our clients regarding their retirement planning, estate planning, wealth management and insurance protection strategies,” Matthew says.

He holds the CERTIFIED FINANCIAL PLANNER™ practitioner designation from the Certified Financial Planner Board of Standards and is a Registered Representative. Matthew is also Life, Accident and Health licensed.

Prior to joining Hefren-Tillotson, he worked as an actuary assistant for a large insurance company. From there, Matthew joined an established money manager in Rockville, Maryland, as an Investment Manager Assistant, where he received his Registered Paraplanner designation from the College of Financial Planning.

Graduating Magna cum Laude from the University of Pittsburgh with a major in Mathematics, Matthew was born and raised in Greensburg, Pennsylvania, where he lives with his wife, Megan, and their children. 

He is involved in his local community, is an active participant in his church, and enjoys staying physically active by competing in marathons, including the Boston and New York Marathons.

Matthew is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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“Integrity is putting the client’s best interest first in all situations.”
Richard M. Birch III
JD, LLM
Financial Advisor

Financial Advisor Richard “Rich” Birch is committed to assisting clients in achieving their financial goals successfully through investment recommendations, retirement analysis, insurance strategies, estate planning and tax planning.

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Financial Advisor Richard “Rich” Birch is committed to assisting clients in achieving their financial goals successfully through investment recommendations, retirement analysis, insurance strategies, estate planning and tax planning.

A native of Western Pennsylvania, Rich earned his undergraduate degree from Washington and Jefferson College. He received his Juris Doctorate from the University of Pittsburgh School of Law and earned an LLM degree in Business Law from University College London in the U.K.

Rich is a registered attorney in the State of Pennsylvania. He has been admitted to practice before the Supreme Court of Pennsylvania and the U.S. Western District Court of Pennsylvania.

Prior to joining Hefren-Tillotson, Rich represented and advised international and national corporations in their business and financial matters. Rich’s honorable work has been published and cited in national and international peer-reviewed books and journals.

“My career is a continuous learning experience. To unwind, I enjoy participating in outdoor activities and getting together with friends and family,” Rich says.

Rich is a FIVE Star Wealth Manager Award winner presented by Five Star Professional.

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