Meet Your Retirement Partners

Retirement planning can be complex. To be effective, you need a partner who is independent and objective and truly understands you and your needs.

Why work with us

The entire West Advisory Group team exists to help you make the best financial decisions possible.

Our advisors work alongside individuals and families not only to meet their financial goals but also to help them have the impact they seek. That’s what partnership at West Advisory Group means.

Our role as your fiduciary financial advisor is to help guide you in a direction that will protect what you have, while helping you make your investments work for you. All with a keen focus on delivering best-in-class advice with exceptional service.

Full-Service, One-Stop-Shop

As a full-service retirement advisory firm, our team of professionals come together to help you and your family with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning, retirement planning to estate planning, and everything in between, we have your life journey covered.

Customized, Personalized

You are unique, and your investments and plans should reflect that. We offer a customized approach to financial and retirement planning in an effort to make our clients feel confident that we aren’t just offering them the same cookie-cutter plan everyone else gets.

Strategic, Client-Centric, Proactive

Our developed process is completely objective and customized, meaning that our clients get a plan with the best choice in investments for them and them alone.

Meet The Team

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

Not only are our people very talented and happy in their work - they’ll be with you and your family for a long time. This is an essential element of how we work, designed to deliver the deepest, most consistent retirement planning experience you can find.

Walter J West

Senior Financial Strategist

Alan Pershing, MBA

Financial Planner

Lori Timmons

Chief Operating Officer

Jody Drakes

Client service Coordinator - erie

James West

Technology & Communication Director

Patricia Hancock

Marketing Executive

Ashley Friedland

First impression Coordinator & Paraplanner

Colin Barcley

Financial Planner

Our team's ready to help

Want to see how we can help you with your retirement planning? Send us a message in the form below.