Wholistic, Personalized
Financial Planning
We learn about you as a whole person and then design a plan around your lifestyle and values.
Our Team
Jim Coomey, CFP ® FSCP ®
At Syed Financial, I stand for creating long-term strategies with clients by diagnosing their goals and
aspirations, and helping them achieve full financial health. I joined the financial industry with the mind-
set of building intimate client relationships, offering education and comfort, knowing their financial and
estate affairs are handled discreetly and professionally. Communication, full disclosure, and personal
relationships are at the heart of my practice.
I specialize in working with small business owners, young families and individuals looking to be educated
about their money in the New York tri-state. I help clients achieve their unique long-term goals through
a comprehensive, holistic program of investments, estate planning, key employee planning, insurance,
retirement planning and tax saving strategies. I want to make sure that clients can afford to retire and
travel, have money to put their children through school or be able to make sure their businesses are
financially solid and in good hands for the next generation.
Linda Vesio, Resource for all things to help our agents plan for our clients
Linda Vescio is the Chief Development officer at Syed Financial. She is responsible for the oversight of
daily operations and ensures that the expectations of our clients are met. By implementing
departmental and organization procedures, Linda helps to maximize the efficiency of our firm. Linda’s
number one focus is to deliver the best client experience there is!
Jeanie Boymel, Founder
As a proud Colorado native, Jeanie grew up in Northern Colorado and attended Colorado State University where she majored in Applied Human Sciences (BASc) with a Health, Wellness and Education emphasis. It was there she met my husband Eli while they were running track. She continued on to earn a Master’s Degree in Educational Leadership and Administration.
After graduation, Jeanie and Eli moved to the Conifer area. Their love of the outdoors makes this the ideal place to raise their two boys who are also passionate about running! If you are looking for her on the weekends, you might find her coaching their boys’ basketball or cross country teams, hiking with friends or riding her dirt bike on the trails in Colorado and neighboring states.
Chris Andrews
As a Partner with Syed Financial Group, Chris Andrews delivers creativity and energy to the team. His input and leadership helps the firm differentiate and redefine what a financial services firm should aspire to be. With Chris, the impossible becomes possible.
Kathy Gallivan
Kathy has a background in corporate training and organizational development. As a specialist in franchising, she brings a wealth of knowledge for growing and maintaining businesses. After she retired, she realized that she missed being a part of something larger than herself and in the nick of time along came Altitude Financial Partners. Although AFP has a different “language” she is thrilled to be a part of this team and contribute in a small way.
Willie Hayes
Willie specialize in the education of savings and wealth accumulation strategies helping young professionals, business owners, and families in the African Descendent Community, and all marginalized or underserved communities. By creating long lasting relationships, he helps the people he serves by working closely with them to define their goals, collaborate and implement a strategy of action from a holistic financial point of view. Wilie’s passion for community service extends to the several Non-Profit Boards he serves on. He has a passion for the beauty of nature, and most outdoor activities.
Bettering lives through increasing financial literacy, contributing to our communities and partnering to help you make Healthy, Wealthy and Wise decisions.
Registered Representative of, and Securities and Investment Advisory services are offered through Hornor, Townsend & Kent, LLC, (HTK), Registered Investment Advisor, Member FINRA/SIPC, 600 Dresher Road, Horsham PA. 19044 (800) 873-7637. www.htk.com
Altitude Financial Partners and other listed entities are unaffiliated with HTK unless otherwise noted. HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. The views expressed are those of the presenting party and may not represent the views of HTK or its affiliates.
Our representatives are insurance and securities licensed in Colorado. This is not an offer or solicitation in any state(s) where not properly licensed and/or registered. For registration or licensing information, please contact me at my office at 303-503-5036.