Welcome to the May edition of our monthly newsletter for federal employees! You likely know better than anyone that the government is a beast of an organization, and it can be hard keeping up with all…Read More
Director of Client Relations
As our Director of Client Relations, Linda is the first person a client sees when they walk through the door of West Advisory Group. Her friendly face and helpful attitude are great at welcoming clients and prospects to our office. She helps to schedule appointments, prepare client files, update any client information, follow up after a meeting with updates, and much, much more. She is the backbone of our Erie office and clients appreciate her helpful manner.
She started working in the financial industry since 1985 and enjoys helping people pursue their financial goals. She has always enjoyed problem-solving and watches this evolve every day for clients at the firm. They often say she is caring, responsible, and able to help address their concerns. She believes in always putting the client first and often becomes a friend to many of the firm’s clients.
Linda lives a block away from Lake Erie with her husband, Mike. Together, they have three children, all of whom she is extremely proud of. Family always comes first for Linda and she enjoys spending time with them, traveling, and cheering on Pittsburgh sports teams. In her free time, she also helps her daughter, Leah, with running her candle business and is the treasurer of her community’s HOA.