We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*These services are offered by Kim Bourne through her affiliation with Avantax Investment Services℠ and Avantax Advisory Services℠.
SHRM-CP, Family Experience Coordinator
Christina Rivera is an Executive Assistant for Playfair Planning Services. Her wide-ranging responsibilities include organizational, administrative, and talent support.
Family Service Coordinator
Savvy operative. Perceptive mastermind. Yoga lover. Accomplisher.
CPA, CFP®, CPWA®, EA, CES Wealth Management Advisor
Her holistic approach to financial advising allows her to support successful individuals, families, and businesses make smart choices about their money. Concerned, sincere and committed to her clients' dreams and goals, Kim is also a...
CFP®, Wealth Management Coordinator
Linda Firestone’s primary role at Playfair involves developing financial plans and helping deliver advice to clients across the firm. By starting with a well-thought-out process...
Raymond Tinglin is the Administrative Specialist for Playfair Planning Services. His primary responsibilities include drafting client communication, managing all correspondence, and provides logistical support on special projects....
Client Relations Specialist
Everyone who connects with our team will enjoy the distinct pleasure of interacting with Tiffany Balow. She is attentive to accommodating clients according to their individual preferences. She delightfully schedules all meetings and...