Get to Know Lori
Meet Lori, the dynamic force behind our operations as Chief Operating Officer at West Advisory Group. With over three decades of experience in the financial services industry, Lori brings a wealth of expertise to her role.
Her passion for helping individuals craft their ideal retirement journey is evident in her dedication to processing new business and ensuring seamless office operations.
Beyond her professional endeavors, Lori is the driving force behind our charitable, educational, and social initiatives, embodying our commitment to community engagement. Whether she's orchestrating impactful events or guiding clients towards financial security, Lori's leadership is unparalleled.
Outside the office, Lori finds joy in cherished moments with her two children, Lilli and Jacob. Whether cheering on Lilli at dance competitions or supporting Jacob's hockey pursuits, family remains at the heart of Lori's vibrant life.
You Deserve a Team That Sees the Full Picture
We’re not just here to help you retire. We’re here to help you retire well.
And we believe that starts with clarity, confidence, and a strategy that brings it all together.
Ready to take the next step?
Call us today to schedule your first conversation.
Locations
NATIONWIDE | Virtual Consultations Available Coast to Coast
Pittsburgh | 8160 Perry Hwy, Pittsburgh, PA 15237
Erie | 1946 W 26th Street, Erie, PA 16508
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This website is a publication of West Advisory Group, a dba of Milestone Asset Management, LLC. Investment advisory services offered through Milestone Asset Management, LLC and Brookstone Capital Management LLC, registered investment advisers that only conduct business in jurisdictions where they are properly registered or excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional adviser before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to ours.
All investment and insurance strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed specific benchmarks. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.
Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses.
Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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FORM CRS | Milestone Form ADV Part 2A
