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Meet the Team

Your Tireless 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

"I started Erickson Advisors to help people plan and invest  for the future they deserve." 

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

"I love helping individuals and small business owners build empowered financial lives through intentional, measurable action." 

Julie Crowe, AAMS®

Financial Advisor

  • NOW Financial Planning
  • Client services and meeting preparation
  • Investment team member
  • CFP® Candidate
  • Holds Series 7, 9, 10 & 65
  • Notary Public

“I am dedicated to playing an integral part in helping our clients achieve their financial wellness.

I love to see clients' financial goals come to fruition.”

Lindsay Griffin

Marketing and Communications Manager

  • Marketing & Advertising
  • Event Design & Planning
  • Educational Programing
  • Charitable Outreach
  • Advisor Speaking Engagements
  • Notary public

"I love leading the project management for our marketing and communication efforts, working to create content experiences that are meaningful for our clients and the community at large." 

Emily McCall

Operations Manager

  • Client Services
  • Office Calendar Management and Client Scheduling Lead
  • Operations Team Lead
  • Efficiency Planning and Development
  • Notary public

"I thrive on designing, building and maintaining the organizational systems that create office efficiency which helps empower our clients to stay on track with their goals."

Kim Jones

Administrative Assistant

  • Client Services
  • Internal Project Master

"I love to support daily operations, client services and facilitate  special projects that help enhance client experience."

Brittany Robertson, CFP®, CES™

Financial Advisor

  • Trading + Portfolio Management on NOW Asset Management Investment Team
  • Client Planning Meeting Manager
  • Client Services

"I look forward to working through complex client needs and finding solutions so they feel confident in their financial lives ." 

 

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GREENSBORO
301 N. Elm Street, Suite 301
Greensboro, NC 27401
P: 336-274-9403
F: 336-273-0217

DURHAM
3001 Academy Rd., Suite 110
Durham, NC 27707
P: 919-595-0619
F: 336-273-0217

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Advisory services and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer & Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

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