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Our Team of LPL Financial Advisors

Our Highly Qualified and Very Experienced Staff

Our Highly Qualified and Very Experienced Staff

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.

Jennifer Root, Office Manager

Jennifer has been in the Financial Services industry for over 25 years. You can contact Jennifer at jennifer.root@lpl.com.

Deb Saur, Administrative Assistant

Deb has 25 years' experience in the Financial Services industry. She can be contacted at deborah.saur@lpl.com.

Sally Walter, Administrative Assistant

Sally has over 12 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 8 years. She can be reached at robin.loving@lpl.com.

Kris Selk, Administrative Assistant

Kris has been with Advanced Financial Group for over 4 years.  She can be reached at kristin.selk@lpl.com

Advanced Financial Group Offices

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