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    Cam Monroe, CPA

    Cam 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 – 35 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 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 Monroe

    Trae is a Financial Advisor at Advanced Financial Services.  He works with AFS clients choosing 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. 

    “I genuinely enjoy the work we do with clients and the added peace of mind we’re able to help them achieve. 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, enjoying the solutions we’ve helped them put in place.”
     
    A Jasper resident since 1981, Trae and his wife have three sons.  He enjoys coaching, playing and watching virtually all sports.

    Clark Shofner

    Clark is a Retirement Specialist at Advanced Financial Services and an Insurance Agent. He develops and implements retirement and income plans for retirees and pre-retirees to help them stay happily retired. Before joining the team at AFS, he studied business at Texas A&M University and worked for a real estate investment company.

    At AFS, Clark is responsible for helping each client identify his or her specific retirement goals. Then he makes sure they understand their customized options. He also searches the nation for the best interest rates and products, researching the companies that offer them.

    “Our vision at AFS is to relieve you of the work and stress related to retirement so you can stay happily retired.”

    A native and lifelong resident of Jasper, Clark and his wife have four children. He enjoys spending time with his family and playing sports. He also enjoys hunting, fishing and many other outdoor activities.

    Ryan McKnight

    Ryan 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.

    Tom DeRorre

    Tom is a Retirement Specialist with Advanced Financial Services. A licensed insurance agent, Tom has been with AFS since 2009. Tom has many years of experience before joining AFS in listening to what his clients want, and providing them with options to meet those needs.

    At AFS Tom works with both retirees and pre-retirees. “I want to make sure our clients are happy with their retirement income so they can be happy in their retirement.”

    A long time Jasper resident, Tom and his wife have two daughters and four granddaughters. He enjoys watching sports and his grandchildren.

    Erin Shofner, CPA

    Erin Shofner serves as Director of Operations at Advanced Financial Services. She is a CPA and Stephen F. Austin State University graduate who has been with the AFS team for over 15 years. Erin uses her experience in public accounting to make sure our clients pay the least amount of taxes possible on their investment earnings. She also oversees the daily operations of the office and team.

    “Our clients are the sole priority to us at AFS, and I want to make sure they know that they’re not just an account number.”

    A resident of Jasper most of her life, Erin and her husband have four children. She enjoys running, soccer and watching her children play sports.

    Ashley Brooks

    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.
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    "10 Things to Know About Retirement Income”
    Discover the 10 things you’ll need to consider in creating your retirement strategy.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered through AE Wealth Management, LLC.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
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