Meet the Team
Your TRUSTED FINANCIAL PLANNING Partners
Linda P. Erickson, CFP®
Founding Partner & Financial Advisor
- NOW Asset Management Investment Team Lead
- NOW Transitions – Final Affairs + Estate Settlement Lead
- Client Relations and Planning
Lauren Erickson, CFP®, CSRIC™
Partner & Financial Advisor
- ESG and Sustainable Investment Lead on NOW Asset Management Investment Team
- NOW Planning Lead
- Small Business Owner Planning Lead
- Life and Long Term Care Insurance Planning and Implementation
Brittany Robertson, CFP®, CES™
Financial Advisor
- Trading + Portfolio Management on NOW Asset Management Investment Team
- Client Planning Meeting Manager
- Client Services
Lindsay Griffin
Project Coordinator
- Marketing & Advertising
- Website and Office Technology
- Business Operations
- Notary public
Emily Mccall
Operations Manager
- Client Services
- Office Calendar Management and Client Scheduling Lead
- Operations Team Lead
- Efficiency Planning and Development
- Notary public
Kim Jones
Client Services Associate
- Client Services
- Administrative Management
