Lori Timmons
Client Service Coordinator
ltimmons@westgrp.com
Get to Know Lori
Lori is our Client Service Coordinator, in charge of greeting clients, processing applications and client service requests, and organizing West Advisory Group’s client and public educational events.
She has been in the financial services industry on and off for more than 30 years and is drawn to the industry because she enjoys helping people live their best retirement years.
Lori always seems to find her way back to the financial services industry because she enjoys being West Advisory Group’s point of contact, liaison between the advisors, and friend.
When not in the office, Lori enjoys spending time with her two kids. They are involved in Scouts, dance, hockey, and baseball. She is the treasurer of her daughter’s Girl Scout troop and the Den Leader for her son’s Cub Scout troop.
Meet Your Retirement Partners
Our clients experience something rare and wonderful - it’s a direct result of our forward-thinking, client-centric team.
Pittsburgh Office
8160 Perry Highway
Pittsburgh, PA 15237
412-847-2040
Erie Office
1946 West 26th Street
Erie, PA 16508
814-464-0224
©2023 West Advisory Group® - All rights reserved.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM) and Milestone Asset Management, LLC (MAM), a registered investment advisor. BCM is independent of MAM and West Advisory Group. MAM and West Advisory Group are affiliated through common ownership. Insurance products and services are not offered through BCM or MAM but are offered through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management or Milestone Asset Management.
Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker-dealer services.
Check the background of your financial professional on FINRA's BrokerCheck.