Meet the Team


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

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