Experience the Difference

  • Independent – so we can find what’s best for you
  • Local professionals you can talk to and meet with… you talk, we listen
  • We answer the phone; no pushing buttons or long hold times
  • Serving our hard-working clients since 1990
  • Over 100 years combined experience, including two CPAs

Our approach is 180 degrees different than most. Our priority is on protection of your money first so you can have the income you want to spend in retirement. We then focus on maximizing your earnings. All while keeping it simple for you so you can enjoy retirement.

You deserve a
different approach

AFS is focused on

  • Protecting your money
  • Income during retirement
  • Maximizing gains
  • Taking care of things to make it easy on you
You can have the best

AFS is independent

  • Access to the best solutions
  • Always looking for ways to increase your earnings
  • Serving our clients since 1990
Local people
you can talk to

AFS has four locations to make it convenient for you

  • Same professionals are available at any location to sit down with you face-to-face
  • When you call, someone in our office answers
  • More than 100 years of combined experience, including two CPAs
  • We work with clients nationwide with phone or Zoom meetings

Meet Your AFS Team

Our Team

Cam Monroe founded Advanced Financial Services in 1990 with one straightforward and sincere mission in mind: use his financial knowledge and experience as a certified public accountant to help clients looking for a safe way to preserve their retirement income and pursue their goals — no matter what might happen in the markets or world around them.

Today, that remains our team’s sole focus and priority.

team-photo

Meet the professionals who help you make the most of your retirement

Cam Monroe, CPA

Founder/Advisor

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Trae Monroe

Advisor

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Erin Woods, CPA

Advisor

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Support Team

AFS has an outstanding support team to make contacting us easy for you. These are the best people to contact with questions or to schedule appointments. While your advisor spends much of their days in client appointments, they will write down your message and help Trae, Erin or Cam take care of it for you. They also focus on helping our advisors get our clients great earnings.

Trista Flowers

Advisor's Assistant/Operations Manager

Elissa Gilstrap

Advisor's Assistant

Barry Wright

Advisor's Assistant

Savanna Cates

Advisor's Assistant

Operations Team

Our amazing operations team is here to keep this simple for you. These are the talented people who fill out the forms to open new accounts, roll over 401ks, take withdrawals, process your required minimum distributions, update addresses, beneficiaries and so much more.

Heather Joyner

Bonita Fuller

Eric Bean

Makaila Kirk