Broker Check

The Playfair Team

Christina Rivera

Client 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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Kim Bourne, CPA®, CFP, 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 Candidate

Wealth Management Coordinator

Linda Firestone’s responsibilities range from updating projections, preparing financial plans, tax returns, and custom reports. She ensures follow-through on financial plan action items and prepares meeting documents. Linda holds...

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Loma Risper

Client Services Specialist

Loma Risper manages and organizes the influx of client documents. She establishes and prepares...

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Noe Vega Jr.

Wealth Management Assistant

Noe Vega Jr. is a Junior Financial Strategist at Playfair Planning Services. While clients may not directly interact with Noe, his diligence and compassion shine through his work with our senior advisors. He assists with updating...

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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

Tiffany Balow joined Playfair in 2019. She holds an Associate of Science in Business Administration from...

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