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 Relationships and Planning
35 years with Cetera Advisor Networks

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
NOW Financial Planning Meeting Manager
Client Services
Estate Settlement Team

Lindsay Griffin

Project Coordinator

Marketing and Communications
Website and Office Technology
Trade Maintenance and Reporting
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

We’d love to hear more about you and how we can help with your investment & planning needs.

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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© 2023 Erickson Advisors

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.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

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