Kevin Coombs, CFP®, joined Donaldson Capital Management as a Lead Financial Planner in August 2021. In his role, he is responsible for elevating the financial planning competency and client experience at DCM. In collaboration with the Financial Planning team and our Investment Advisors, he helps clients look at and understand their financial picture holistically to plan and achieve their goals.
Kevin was born and raised in St. Louis, Missouri. He attended Williams College in Massachusetts, where he played on the lacrosse team, and graduated with his Bachelor of Arts degree in Economics in 2009. Kevin quickly earned his Certified Financial Planner (CFP) designation and has worked directly with clients on their investments and financial plans for over 12 years. He has gained broad and deep experience in financial, retirement, investment, insurance, estate, and tax analyses during his career. He has created or presented well over 1,000 financial plans for clients, so Kevin has experience with virtually every client situation imaginable.
After working at a couple of large financial services firms, Kevin is excited to be with DCM to focus on clients and serve their best interests. He genuinely enjoys the combination of complex data and human interaction when working with clients on their financial plans.
Kevin and his wife Whitney currently live in St. Louis, along with their son Auggie. They enjoy exploring restaurants and events throughout the St. Louis area, cheering on the Cardinals and Blues, and traveling, including to Maine, Colorado, and any place with a beach. They attend The Journey church at the end of their block.