Teamwork Approach

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:

Investing principles and strategies*
Retirement investing and distribution strategies*
Estate conservation issues
Risk management*

We also can answer your questions, including:

Can I retire early?*
Are my investments working hard enough?*
What’s the best approach for college savings?*
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

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℠.

Christina Rivera

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.

Katia Leon

Family Service Coordinator

Savvy operative. Perceptive mastermind. Yoga lover. Accomplisher.

Kim Bourne

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...

Linda Firestone

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

Administrative Specialist

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....

Tiffany Balow

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...