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.
Katia Leon
Family Service Coordinator
Savvy operative. Perceptive mastermind. Yoga lover. Accomplisher.
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...
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...