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Donaldson Capital Management
Cfp® Kevin Coombs

Cfp® Kevin Coombs

Lead Financial Planner - Team Lead at Donaldson Capital Management

About

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Manager

Greg Donaldson

Founder

Peers

Stephen Obenchain

Director Of Regulatory & Systems Compliance

Matthew Wright

Chief Financial Officer

Sara Williams

Director Of Communications

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Timeline

Lead Financial Planner - Team Lead
December, 2022 - present
Lead Financial Planner
August, 2021

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