Cam Monroe, CPACam founded Advanced Financial Services in 1990 and began working full-time with retirees and those planning for retirement. His goal is to help clients increase their retirement income without losing their money. Cam is a CPA and licensed Insurance Agent. He graduated from Stephen F. Austin State University with a degree in Accounting and became a Certified Public Accountant. After 14 years as an accountant, Cam sold his successful Jasper CPA practice to form AFS.
At AFS, one of the unique added values is the opportunity to benefit from Cam’s tax background. In today’s economy especially, it is an advantage most don’t have – almost 40 years of real life experience in the tax and retirement business.
“If I make a suggestion to my clients, it’s because I would suggest the same solution to a member of my own family in the same situation.”
Cam grew up in Dallas and now lives in Jasper with his wife of more than 40 years, Kim. His family includes two children and seven grandchildren. Cam is an avid golfer and also enjoys hiking with his wife and watching his grandchildren’s sporting events.
Trae MonroeTrae is a Financial Advisor at Advanced Financial Services. He works with AFS clients who choose to invest in stocks, bonds, mutual funds and other variable products. He is an Investment Advisor Representative, a securities broker and a licensed Insurance Agent, and he’s spoken at several financial services industry events. An AFS team member since 1998, Trae holds a degree from Carleton College in Minnesota and worked in the media prior to joining AFS. He also coordinates most correspondence with clients and prospective clients.
“The stock market has dropped in half two different times since I’ve joined AFS, but we’ve been able to help keep our clients happily retired.”
A Jasper resident since 1981, Trae and his wife have three sons. He enjoys coaching, playing and watching virtually all sports.
Ryan McKnightRyan joined the team at Advanced Financial Services in 2007 and serves as a Retirement Specialist and an Insurance Agent. A graduate of Louisiana Tech with a Master’s Degree from the University of Arkansas, Ryan worked for a local forest management company prior to joining Advanced Financial Services.
Ryan’s primary responsibility at AFS is to make sure our clients maximize their retirement income so they can enjoy their retirement. He also assists in developing retirement solutions specifically designed for each individual client.
Born and raised in DeRidder, Louisiana, he now lives in Jasper with his wife, Katie, and their two daughters. Ryan enjoys hunting, fishing and an occasional round of golf.
Ashley Brooks has worked at AFS since 2003 as a Client Account Specialist. She is a graduate of Fort Hays State University who began her career as a tax preparer. Ashley is also a licensed insurance agent.
Ashley uses her accounting degree and experience in tax preparation while meeting with our clients to review their income tax situations.
She is responsible for preparing and processing account forms for all client transactions. Ashley also tracks maturing investments and prepares account summaries.
Born and raised in Protection, Kansas, Ashley and her son, Mason, now live in Jasper. Along with watching Mason play sports, she also enjoys baking.
Lisa Nix joined the AFS team in 2014 as a Client Director. Prior to joining AFS, she was a Realtor for many years in East Texas, member of the Jasper Area Board of Realtors, and currently holds an inactive Texas Real Estate license.
Lisa’s primary responsibilities at AFS are to efficiently assist our Financial Advisors with staying in contact with clients and prospective clients.
Lisa and her family all have East Texas roots and are proud to call it home here. She enjoys traveling, hunting and antiquing.
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