Jim Masone

Financial Strategist in Erie, PA

Get to Know

Jim, a Financial Strategist at West Advisory Group, hails from Meadville, PA, where he spent his formative years. With a strong sense of duty, he enlisted in the Army during his senior year of high school, dedicating a commendable 9 years to the PA National Guard and achieving the rank of Sergeant.

During his military service, Jim embarked on an academic journey, earning dual undergraduate degrees from Edinboro University in Economics and Political Science. His pursuit of knowledge continued at Florida State University, where he successfully obtained a Master of Science in Economics.

Jim's professional trajectory led him to a thriving career in business banking, where he accrued over 11 years of valuable experience.

Currently residing in Erie with his wife, Kim, Jim finds solace in the great outdoors, often immersing himself in activities like hiking, biking, hunting, gardening, and fishing. In addition to his recreational pursuits, he maintains a keen interest in investing and is an avid reader in his spare time.

Jim also demonstrates a strong commitment to his community, serving as the Treasurer of Futures Rehabilitation Center, Inc., and presiding as the President of the Board of Directors at Evergreen Elm Inc.

Meet Your Retirement Partners

Our clients experience something rare and wonderful - it’s a direct result of our forward-thinking, client-centric team.