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

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

Marketing And Communications Manager

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

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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June 1, 2023

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