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Team

At Advance Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Kimberley Baker, CFP

Founder, Certified Financial Planner

336-659-9638

336-727-8848

Kimberley K. Baker, founder of Advance Financial Group, is a Certified Financial Planner™ and an independent financial advisor. She has a long history of experience in the financial planning industry which began with the planning firm...

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Norris Baker

Director of Communications

336-659-9638

336-727-8848

Norris Baker, has had a successful career in education with the Winston Salem//Forsyth County Schools and as the Lower School Director and Associate Head of School at Forsyth Country Day school. His most recent role as Chief...

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Michelle Jefferson

Client Service Representative

336-659-9638

Michelle is our Client Services Representative and Special Events Coordinator. She is the friendly voice that answers when you call and will facilitate your client experience. She is an industry veteran with a variety of experience...

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Rhonda Brown

Senior Client Services Manager

336-659-9638

336-727-8848

Rhonda Brown joined Advance Financial Group in 2005 and is our Director of Administration and Senior Client Services Manager. Rhonda is the friendly voice that answers when you call and will facilitate your client experience. She is an...

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