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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....

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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...

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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...

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Alan Coombe

Chief Operations Officer

845 647 4800

845 647 7259

Series 7, 63, and 55 Financial License Holder

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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....

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Sara Diaz

Office Manager

I joined Coombe Bender & Company in October 2019 as an Office Manager and Receptionist. My role starts with greeting the clients and making them feel welcome and extends to assisting with client service and administrative needs. I have...

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