Broker Check
Loma Risper

Loma Risper

Client Services Specialist

Loma Risper’s primary role at Playfair involves opening new accounts, transferring assets, and playing a supportive role by completing client service administrative tasks. Loma strives to understand each client’s ultimate objectives to guide her in researching the necessary process and documents to meet their goals. She strives for excellence in quality, checking every form before the final signature and submitting for processing to honor the trust our clients put in our hands. 

 

An Indian native and a Dallas resident since 1992, Loma is happily married with four wonderful young adult children and three god-children. She is actively involved in mentoring budding entrepreneurs. When she is not serving clients, Loma services her small business clients, supports her husband’s mobile salon business, facilitates bond-building activities with her family, and refines her dessert baking skills.

 

  • What is the most valuable lesson Loma learned from her immigrant parents? Be of good moral character.
  • Who does Loma look up to for laughter and inspiration? Laya, her middle daughter, because she takes after her Father, who is both funny and inspirational.
  • What does Loma think are the most important attributes of a financial advisor, and why? Integrity and Holistic Approach. Integrity allows clients to take comfort in the advice they receive, knowing it is a guiding force. Taking a holistic approach can ensure a client’s goals for themselves and their families, now and in the future, are being taken into consideration.

 

Prior to Playfair, Loma was and continues to be a small business consultant and service provider in the Dallas/Ft. Worth Metroplex. Also, a graduate of Spruce High School, Loma accomplished third-ranking and earned Highest Honors. Loma continues conducting business for her company, Business and Money Management, and provides supporting client administrative services to Playfair.