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Walter J. West

Senior Financial Strategist

Walt is the founder of West Advisory Group, a financial services firm dedicated to helping its clients achieve every one of their lifetime financial goals. Walt provides comprehensive financial planning, including income and wealth...

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Alan Pershing, MBA



Alan is a success oriented person focused on meeting his clients’ needs. Prior to joining West Advisory Group, Alan was an Investment Advisor Representative with PNC Wealth Management where he developed and executed tailored...

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Lori Timmons

Account Manager

Lori began her career in the financial industry with Penn Mutual Life Insurance Company after graduating from Sawyer Business School in 1989. There she learned many aspects of the insurance business. Her main responsibilities included...

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Jody Drakes

Account Manager

A graduate of Edinboro University, Jody has advanced training in computer science and brings those technical skills to our office. Jody previously worked as the Assistant Academic Dean for Tri-State Business Institute in Erie and as...

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Linda Show

Director of Client Relations

Linda is a graduate of West Virginia University. Her prior work experience includes accounting, sales and customer service. Linda serves as our receptionist. Her responsibilities include answering phones, scheduling appointments,...

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James West

Technology Manager

James West is the Technology Manager for The West Advisory Group. He believes communication is critical to business operations and has devoted his career to learn, develop, implement and support better ways to communicate in business...
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