ABOUT US | Our Team

THOMAS P. BROOKS

Thomas P. Brooks, president and founder of Alliance Financial Services (AFS), has worked in local and national financial institutions for more than 30 years. He is also the chief investment officer of AFS and founder of our affiliate, College Funding Advisors, a firm that specializes in helping families maximize their eligibility for college financial aid.

Tom is a graduate of Stonehill College (BA), the University of Maine at Orono (MA), and Brandeis University (ABD). He is securities-registered as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network (FINRA Series 6, 22, 26, 63, and 65) and insurance-licensed. He completed NortheasternUniversity's Certified Financial Planning Program and is certified as a long-term care specialist. Tom also spent five years as writer and senior editor of a national magazine for financial specialists.

ROBYN SAMUELS

Robyn Samuels is a Financial Planning Representative in Bedford MA. She is securities-registered as a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network (FINRA Series 6;63;65) and Insurance Licensed. Robyn was born Johannesburg South Africa and lives in Bedford with her husband.

She began her career as a financial representative when her own children were working through the confusion of the college planning and funding process. She used her own personal experience with clients needing assistance in working through this sometimes overwhelming process of planning and financing college for families.

Robyn is a Long-Term Care planning specialist who can through her own personal experience relate with empathy to the discussing of longevity and its consequences on clients and their families and finances. Robyn 's goal when working with her clients is to help design a plan that will meet their possible long-term needs while remaining in line with their current financial position and desired lifestyle.

Robyn holds the designation Certified in Long-Term Care (CLTC) which recognizes that she has the knowledge necessary to assist clients in meeting their long-term needs in a very complex and evolving field.
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