Bob started his career in Poughkeepsie, NY with MONY Financial Services after graduating from the University of Tampa with a Bachelor of Science degree in Business Administration. After 18 years with MONY he accepted a position with John Hancock where he enjoyed a successful career helping clients reach their financial goals.

In 2004 he moved to HSBC as a senior financial advisor and Vice president. He grew his practice with the help of his partner Anthony Ortiz and sales associate Derek Pinelli.  Over the years his client base grew to over 1200 clients and over $170,000,000 in assets under management by January of 2015. Bob stayed with First Niagara investment services after their acquisition of HSBC, then started The Captiva Group in 2016. 

Bob also is a Chartered Financial Consultant® and Chartered Life Underwriter® from the American College. Bob lives in Newburgh with his wife Lori.

Here Bob, Taylor, Anthony and Derek can apply their proven philosophies of nurturing their client's financial goals and objectives, as well as applying a personal touch to each and every one of our clients.

Anthony Ortiz is a lifelong resident of the Hudson Valley area and he and his wife, Michelle currently reside in Marlboro, NY where they are raising their growing family of 4.  He graduated Magna Cum Laude from Marist College earning a Business Administration degree with an emphasis in Finance.

Anthony has almost nineteen years’ experience in the wealth management field. His career started in 2003 with MetLife Financial Services which gave him a great foundation in Life insurance and Annuity products.  In 2007 he joined HSBC Securities and First Niagara Bank where he worked closely for 9 years with Robert Coombs, who took the time to mentor him and ultimately partner with him.  It was here that Anthony gained the necessary knowledge of the investment management business as well as the ethical practices needed to thrive long term in this business.  In 2016, Anthony, Robert Coombs, Sales Associate Derek Pinelli and Financial Advisor Taylor Coombs joined forces with Wells Fargo Advisors Financial Network in order to start their company, The Captiva Group.  Our Company Mission is simply to have great products available to help our clients reach their financial goals while also delivering a very personal and professional client experience.

In 2011 after graduating from State University of New York in Orange county with a Business Management degree, Taylor Jenaro Coombs Financial Advisor started his career with Aflac Insurance Company in Pearl River, NY.  Fourteen months later he was promoted to Special Project Coordinator with Aflac.  Taylor enjoyed helping his clients protect themselves from loss associated with sickness and injury. For the next five years Taylor continued gaining experience and exposure to the industry in Upstate New York. As Taylor’s career developed so did his services and aspirations.

It was always a dream of Taylor’s to work alongside his father Robert M. Coombs who has over forty-five years’ experience as a Financial Advisor. Taylor grew up in a home where both his Father and Mother were Financial Advisors. He had an interest in finance at a very young age.

In 2016 Taylor made the transition into the Investment Services side of the financial services business. Taylor then joined his Father and his business partner, Financial Advisor Anthony Ortiz and Sales Associate, Derek Pinelli at the long established Captiva Group. Captiva Group is a privately owned business affiliated with Wells Fargo Advisors Financial Network, domiciled in Newburgh, NY. Four years later in 2020, Taylor took the next step in his career by becoming partner at The Captiva Group. 

Taylor and the team share the sole ambition of wisely managing their client’s finances. The Captiva Group’s goal is to guide clients so they can achieve their financial dreams and goals. This is done by simultaneously helping them navigate the financial barriers that inevitably arise in every phase of life.

Taylor resides in the Town of Newburgh with his wife Sasha.

Derek is a lifelong resident of the Hudson Valley. He graduated from Marist College earning a Business Administration degree with an emphasis in Finance. Derek is an avid golfer and enjoys spending his free time with his wife and newborn daughter, friends and the community. Derek started his career in 2009 with HSBC Bank and has continued his financial career with HSBC Securities and First Niagara Investment services. After eight years in the industry, his longtime and established business partners Robert M. Coombs, Anthony Ortiz and Taylor Coombs established their own office by joining forces with Wells Fargo Advisors Financial Network to form The Captiva Group. Derek has over twelve years’ experience in wealth management field. Derek and the Captiva Group continue to grow with their knowledge and expertise helping client’s manage their goals and missions in achieving financial success.

Their mission at The Captiva Group is simple, to have a great platform of products to offer their clientele while giving them a very personal and professional client experience.