Broker Check
Erin Lindquist

Erin Lindquist

Financial Advisor

Erin Lindquist is one of our Financial Advisors. She joined our team in August 2020 shortly after graduating from the University of Delaware in May 2020 with a degree in Financial Planning and Wealth Management.  Erin holds her Series 7 and Series 66 and plans to grow her career by obtaining her insurance licenses and is studying to become a Certified Financial Planner™.  Erin works closely with Kami and Tom on client planning and assists with trading, rebalancing, product placement, and client paperwork.  When she is not in the office, Erin likes to exercise at the gym and spend time with friends and family.