Broker Check

Playfair Team

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

<b>Kim Bourne, CPA,&#160;</b><b>CFP&#174;,&#160;</b><b>EA, CES</b>&#160;<br />Fearless leader. Extraordinary communicator.&#160;&#160;<br />Community server. Mom.

Kim Bourne, CPA, CFP®, EA, CES 
Fearless leader. Extraordinary communicator.  
Community server. Mom.

Read Kim's bio.

<b>Linda Firestone,&#160;</b><b>CFP&#174;</b>&#160;<br />Strategic thinker. Certified Financial Planner.&#160;&#160;<br />Recipe experimenter. Tennis player.

Linda Firestone, CFP® 
Strategic thinker. Certified Financial Planner.  
Recipe experimenter. Tennis player.

<b>Christina Rivera</b> <br />Exceptional planner. Thoughtful organizer. <br />Social butterfly. Graceful dancer.

Christina Rivera
Exceptional planner. Thoughtful organizer.
Social butterfly. Graceful dancer.

<b>Tiffany Balow</b>&#160;<br/>Outstanding scheduler. Tireless volunteer. <br/>Animal lover. Explorer.

Tiffany Balow 
Outstanding scheduler. Tireless volunteer.
Animal lover. Explorer.

<b>Katia Leon</b>&#160;<br/>Savvy operative. Perceptive mastermind. <br/>Yoga lover. Accomplisher.

Katia Leon 
Savvy operative. Perceptive mastermind.
Yoga lover. Accomplisher.

Katia's bio in progress

Mark Rivera<br/>Pristine Organizer. Thoughtful researcher.<br/>Life-long learner. Visualizer.

Mark Rivera
Pristine Organizer. Thoughtful researcher.
Life-long learner. Visualizer.

Mark's bio in progress

Loma Risper<br/>Loves clients. And their documents. Process promoter. <br/>Life-long learner. Mentor.

Loma Risper
Loves clients. And their documents. Process promoter.
Life-long learner. Mentor.

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.