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>Loma Risper</b>&#160;<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.

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

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

<b>Adrian Palomo</b>&#160;<br />Effective Enhancer. . <br />Diligent administrator. Communicator.

Adrian Palomo 
Effective Enhancer. .
Diligent administrator. Communicator.

Adrian's Bio in progress

<p>Succeeding at Business Succession</p>

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.