Client Service Associate
Loma Risper is our Document Manager (DM) and Client Service Associate (CSA) for Playfair Planning Services. She joined the Playfair team in 2019 to manage and organize the influx of client documents. In her CSA role, she establishes and prepares client insurance, retirement, and investment applications and processes associated updates and transaction requests.
Loma brings 20 years of business experience supporting small businesses in varied tax responsibilities, accounting and auditing services, start-up logistics, marketing strategies, and credit and data management solutions. She takes great pride in providing value while dedicated to the long-term success of everyone she encounters.
You'll find Loma absorbed in educational material online or watching a good movie in her spare time in the close company of her loving family. She also enjoys spending much of her time mentoring young adults in pursuing their entrepreneurial goals.