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Our Team of LPL Financial Advisors

Our Highly Qualified and Very Experienced Staff

Not only does Advanced Financial Group of Traverse City, Michigan have seven highly qualified Financial Planners, the office has five very knowledgeable and experienced support personnel. Finding and keeping this type of talented office support is always a challenge, and we are very proud of the support staff at Advanced Financial Group. Between the financial advisors and the team supporting them, our clients are attended to by a real person on the other end of the phone…someone who knows them and cares about them enough to ensure they will receive the best personal service possible.

Jennifer Root, Office Manager

Jennifer has been in the Financial Services industry for nearly 20 years. You can contact Jennifer at

Deb Saur, Administrative Assistant

Deb has 19 years' experience in the Financial Services industry. She can be contacted at

Amy Peterson, Administrative Assistant

Nearly 10 years in the Financial Services industry, Amy can be contacted at

Sally Walter, Administrative Assistant

Sally has over 5 years in the Financial Services industry. She can be contacted at

Robin Loving, Administrative Assistant

Robin has been with Advanced Financial Group for over two years. She can be reached at

Advanced Financial Group Offices

Located at 1925 Coral Lane (formerly 2121 North Four File Road) just north of the Hammond and Four Mile Road intersection in Traverse City, Michigan.

Our phone number is (231) 922-8993