At The Advanced Financial Group, we've built a team of knowledgeable and caring professionals with the mission of helping you achieve complete financial wellness.
Goals are personal, so planning how to achieve them should be too. We’re here to listen and build the relationship that makes sense for you.
As your financial guides, we provide more than just investment advice. We’ll help you chart a course for all your financial needs. This can cover investment advice for retirement plans, insurance guidance to help protect you and your family, and benefits consulting to help employers and employees pursue their life goals.
Investment Services
Christopher Moss AIF®
President
Chris has been providing wealth management, financial planning, and retirement plan consulting services to our client base for three decades. Chris is the President of The Advanced Financial Group, a company his family founded in 1994. He joined the team in 1999 to continue building on the relationships and trust his family had established with our clients. Chris is an Accredited Investment Fiduciary® (AIF®) and works with his clients to find the right investment and insurance products to meet their individualized needs. Chris’s approach of getting to know his clients on a deeper level allows him to guide them to attain their personalized goals.
A Lufkin High School graduate, Chris earned his BBS from Texas A&M University and his MBA with a specialization in finance from Sam Houston State University. Chris’s involvement in the community is extensive. He previously served on the Teacher Retirement System of Texas Board of Trustees. He is an active member and past President of Lufkin Host Lions Club and is past Chairman of the Volunteer Services Council of the Lufkin State Supported Living Center. Chris is a graduate of Leadership Lufkin, and in 2014 was awarded the Jack O McMullen Silver Spike Award for his distinguished service to the community.
Chris and his wife, Tracy, a physical therapist, have two sons, Sloan and Dean. The Moss’s are involved with Lufkin Panther baseball, 4-H, FFA, and traveling to youth livestock shows. The Moss’s are members of First Baptist Church of Lufkin.
Stephen Corley
Advisor
Stephen has served on The Advanced Financial Group team since 2010 where he focuses on retirement planning, investments, and employer sponsored benefit plans. He has a background as a small business owner/operator for more than 10 years in Lufkin. This experience helps him to understand the financial planning and investment needs of the clients, business owners, and employees he serves. Stephen’s professional affiliations include the National Association of Insurance & Financial Advisors and the Pinewood’s Association of Insurance and Financial Advisors.
A lifelong Lufkin resident, Stephen graduated from Lufkin High School before going on to complete his bachelor’s degree in agriculture economics at Texas A&M University. He and his wife, Amy, are members of First Christian Church of Lufkin where he has served on numerous church boards. Stephen has been involved over the years with Lufkin Youth baseball, 4-H, FFA, as well as serving as the President of the LHS Lufkin Panther Baseball Booster Club. The Corley’s stay active with their three children, Claire, Clayton, and Cole as well as son-in-law, Jordan. Stephen enjoys hunting and fishing as well as spending time with family on the Corley Farm.
Bradley Morris, AIF®, RMA®
Relationship Manager/Advisor
Brad has been a valuable member of The Advanced Financial Group team for over twenty years. Having served our investment and insurance clients over the years in several capacities, Brad is a trusted source of knowledge and experience our clients rely on. He has earned the reputation as our Swiss Army Knife. Brad has obtained two professional designations, Accredited Investment Fiduciary® (AIF®) and Retirement Management Advisor® (RMA®). Brad helps the team utilize clients' or prospects' assets, liabilities, and cash flow to help build a plan for producing income during retirement.
Brad is a graduate of Central High School before going on to earn a BBA in Finance from Stephen F Austin State University. He holds a Series 7, Series 63, and Series 65 and a General Lines Insurance license. His professional affiliations include The Investment and Wealth Institute, the National Association of Financial Advisors, and Pinewood’s Association of Insurance and Financial Advisors. He is also a graduate of Leadership Lufkin.
Brad is an active member of Timber Creek Church in Lufkin. Brad enjoys spending time with family, traveling when he can, and is an avid baseball fan.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “RMA” and Retirement Management Advisor.” Using RMA and/or Retirement Management Advisor signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment professionals.
Ashlyn Reece
Licensed Staff Member
Ashlyn rejoined the team once again after a five-year stint working at The Woodlands Securities office, then at Raymond James in The Woodlands, Texas. She says that absence made the heart grow fonder and she just couldn’t stay away from the pace and culture of her hometown!
While in The Woodlands, she gained extensive experience in asset allocation, client relations, employer sponsored plans, small business owner benefits, and overall wealth management that will allow her to better serve her clients at The Advanced Financial Group.
Ashlyn earned her BBA in finance from Stephen F. Austin State University in 2017. She currently holds her FINRA Series 63 and 7 securities registrations. You can anticipate her getting heavily involved in the community that she loves as she is currently searching for what the Lord may have for her now that she is back.
Insurance Services and Employee Benefits
Jeffrey Todd
Vice President/Insurance Agent
Jeff has more than 20 years of experience in the insurance industry, having joined the TAFG team in 2002. Jeff works with small businesses and individual clients to tailor a plan to suit each client’s insurance needs. Jeff has a great track record working with business owners and educators throughout east Texas. A graduate of Lufkin High School and The University of Texas, Jeff has built a strong reputation of service to our community.
Jeff is a past Chairman of the Lufkin/Angelina County Chamber board of directors, a past President of the Lufkin Host Lions Club, and a past Chairman of the Z&OO Railroad Board. A graduate of Leadership Lufkin, Jeff also serves on the Hospice in the Pines Board of Directors, the Lufkin High School Alumni Association, and on the Lufkin 4B Economic Development Board. He is a recipient of the Jack O McMullen Silver Spike Award for his distinguished service to the community. Jeff is also well known as the color analyst for our Lufkin High School Panther football team.
Jeff’s wife, Katherine, is a 5th grade teacher in Lufkin ISD. The Todd’s have two sons, Miller and Hollis, and enjoy watching and coaching their boys as they compete in youth sports. The Todd’s are members of St. Cyprians Episcopal Church.
John Kennedy
Educator Benefits
John has a strong reputation and extensive experience in the financial services and insurance industry. A former public school educator, John has a wealth of experience serving school districts with ancillary benefits as well as retirement planning. He has been a trusted source of information and advice for school districts throughout east Texas for more than 30 years. John has a bachelors’ degree as well as a master’s in education from Stephen F. Austin State University.
John is a member of the Texas and National Association of Insurance and Financial Advisors. He has earned his FINRA Series 6 and 63 securities registrations as well as his Group 1 insurance license. An avid golfer, John has served as President of The Crown Colony Country Club where he has been the Club Champion on several occasions. He has always been actively involved in supporting the children, organizations, and booster clubs of the school districts he serves.
John and his wife, Connie, live in Lufkin and attend Christ Congregational Church. They enjoy traveling, playing golf together, and watching the SFA Jacks.
Matt Knight
Educator Benefits
Matt joined The Advanced Financial Group team in 2016 after a 15-year career in public education where he served as a teacher, coach, and school administrator. He helps lead the K-12 benefit/insurance division of our office to provide for the unique needs of the school employees and districts we serve. His background and experiences have helped him grow the footprint of our K-12 services.
Matt earned his bachelor’s degree from Texas A&M University before completing his master’s in education from Stephen F. Austin State University. He is a graduate of Leadership Lufkin and currently serves on the Lufkin ISD Board of Trustees, the Lufkin Boys and Girls Club Advisory Board as well as serving as Treasurer of the Lufkin HS Baseball Boosters. Matt serves on his Church Council and has also served on the Lufkin Leadership Tomorrow Board as well as the Lufkin Youth Baseball Board.
Matt’s wife, Brandie, is a counselor at Lufkin High School. They stay active with their three children, Cooper, Avery, and Landry. The Knights are members of Lufkin’s First United Methodist Church. Matt enjoys watching his kids compete, traveling, and watching the Texas Aggies play.
Melisha Stafford
Insurance Agent
Melisha has served on The Advanced Financial Group team for more than a decade, after working for the Haglund Law Firm in Lufkin for 13 years. She has a wealth of experience in customer service and is truly client centered in her approach. While assisting in some group health insurance and our educator market, her primary focus is on serving the needs of our Medicare eligible clients. She provides a level of service for her clients that has earned her a reputation within our community. Her care for her clients exudes in all she does.
Melisha has made Lufkin her home and has lived here with her family for more than 20 years. She is a graduate of Leadership Lufkin and has been active in service to the Winnie Berry Humane Society. She has a heart for helping young children in our community. Melisha and her husband, Brooke, a teacher at Lufkin High School, have two sons, Will and Grant. She enjoys watching her boys compete in youth sports, traveling with her family, following the Lufkin Panthers, and is an avid Bingo player.
Jim Todd
Insurance Agent
Jim has more than 40 years’ experience working in the insurance industry. He has been a team member of The Advanced Financial Group since 1992. His focus at TAFG is on employee benefits as well as individual life and health products. A lifelong resident of Lufkin, Jim earned his bachelor’s from The University of Texas as well as a master’s degree from Stephen F. Austin State University.
Jim has been a member of St Cyprians Episcopal Church in Lufkin since childhood. He has served his church on the vestry as well as on the St. Cyprians School Board for a number of years. Jim is an avid collector of books, sports memorabilia, and historical artifacts. He enjoys watching sports, his Texas Longhorns, and spending time with his eight grandchildren.
Jack Davis
Insurance Agent
A native of Lufkin, Jack earned his BBA in finance from the University of Texas and his MBA in management from St. Edward’s University. Jack has more than 35 years of financial planning and investment experience. He began his professional career in 1985 with Southwest Securities. Jack joined The Advanced Financial Group in 1992 as a financial planner and investment specialist.
Jack and his wife, Bobbie, are lifelong members of First United Methodist Church of Lufkin. They enjoy traveling and being with their grandchildren.
Our Extended Team
Our affiliation with Commonwealth Financial Network® gives us access to teams of investment research specialists, retirement professionals, and advanced financial planning specialists, to help us better serve your needs. Use the button below to learn more about our support team.
