Meet the Team
Your TRUSTED FINANCIAL PLANNING Partners
Lauren Erickson, CFP®, CSRIC™
President & Financial Advisor
- ESG and Sustainable Investments
- NOW Asset Management Investment
- NOW Financial Planning
- Small Business Owner Planning
- Life and Long Term Care Insurance Planning and Implementation
Brittany Robertson, CFP®, CES™
Financial Advisor
- Trading + Portfolio Management
- NOW Asset Management Investment
- NOW Financial Planning
- NOW Transitions
- Client Services
- Estate Settlement
Lindsay Griffin
Business Operations Manager
- Marketing and Communications
- Website and Office Technology
- Trade Maintenance and Reporting
- Resource Management
- Notary public
Emily McCall, FPQP®
Client Services Manager
- Client Services
- Office Calendar Management and Client Scheduling
- Efficiency Planning and Development
- Notary public
We’d love to hear more about you and how we can help with your investment & planning needs.