Our Team of LPL Financial Advisors

Not only does Advanced Financial Group of Traverse City, Michigan have highly qualified Financial Planners, the office has 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.

Sally Walter, Administrative Assistant

Sally has over 14 years in the Financial Services industry. She can be contacted at sally.walter@lpl.com.

Robin Loving, Administrative Assistant

Robin has been with Advanced Financial Group for over 10 years. She can be reached at robin.loving@lpl.com.

Heidi Sleder, Administrative Assistant

Heidi joined Advanced Financial Group in 2025.  She can be reached at heidi.sleder@lpl.com

Danielle (Dee) Jayo, Administrative Assistant

Dee joined Advanced Financial Group in 2026.  She can be reached at danielle.jayo@lpl.com

Jacob Belcher, Administrative Assistant

Jacob joined Advanced Financial Group in 2026.  He can be reached at jacob.belcher@lpl.com