Playfair Team
Kim Bourne, CPA, CFP®, EA, CES
Fearless leader. Extraordinary communicator.
Community server. Mom.
Read Kim's bio.
Linda Firestone, CFP®
Strategic thinker. Certified Financial Planner.
Recipe experimenter. Tennis player.
Read Linda's bio.
Christina Rivera
Exceptional planner. Thoughtful organizer.
Social butterfly. Graceful dancer.
Read Christina's bio.
Loma Risper
Loves clients. And their documents. Process promoter.
Life-long learner. Mentor.
Read Loma's bio.
Tiffany Balow
Outstanding scheduler. Tireless volunteer.
Animal lover. Explorer.
Read Tiffany's bio.
Adrian Palomo
Effective Enhancer. .
Diligent administrator. Communicator.
Adrian's Bio in progress
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.