Doreen Roadman, CFP®

Doreen Roadman, CFP®, is the principal and owner of JJSA Advisors, Ltd., a firm she has successfully led since 2004. With 45 years of dedicated experience in financial planning, Doreen specializes in guiding individuals toward achieving their most meaningful personal and financial milestones.  Her enduring passion for the profession is rooted in the deep collaborative relationships she has cultivated with her clients, many of which span several decades.

Outside of her professional practice, Doreen prioritizes a balanced lifestyle. She enjoys spending quality time with her husband, family, and friends, and maintains an active lifestyle centered on fitness and outdoor recreation. Additionally, she is deeply dedicated to volunteering initiatives within her church.