Our People
Philip Coombe III
CFP®, Advisor
Early in life I learned the importance of being dependable and that hard work produced results. Growing up on a family beef cattle and crop farm allowed for countless opportunities to learn from mistakes and how to best manage risks....
Catherine Coombe
CFP®, Advisor, Compliance Officer
Everyone has their own passion and talents, and may not have time to learn about and manage their own financial matters. Our passion is using what we have learned over the span of our careers to help clients solve problems, transition...
Lynn McDonald
Lynn graduated from Sullivan County Community College with an Associate of Science degree in Business Administration. Before joining Coombe Financial Services, she worked 30 years for Ellenville Savings Bank, which later became M&T...
Alan Coombe
Chief Operations Officer
845 647 7259
Series 7, 63, and 55 Financial License Holder
Jarryd Killian
CFA, Investment Portfolio Manager
After some time working for institutional money managers with thousands of employees, I started to feel my career would be much more fulfilling if I worked at a place where I could have a greater impact on the company and its clients....