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The Playfair Team

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.

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Cristina Zaccheo

Family Service Coordinator

Katia Leon

Family Service Coordinator

Savvy operative. Perceptive mastermind. Yoga lover. Accomplisher.

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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...

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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...

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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....

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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...

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