Brittany Robertson, CFP®, CES™

I grew up in a small town in Virginia where there are high poverty levels, high unemployment, and very little education on personal finance. I’ve personally seen how a positive […]

Lauren Erickson, CFP®, CSRIC™

Every day I feel privileged to work with individuals and small businesses as they build and sustain their financial confidence. I love to work through the complexities of a client’s […]

Linda P. Erickson, CFP®

I have always enjoyed studying and challenging myself intellectually.  I found myself attracted to working in the financial services field because it required lifelong learning. I was certified as a […]