Erin Lindquist is one of our financial advisors and a Certified Financial Planner™ who is passionate about helping individuals and families build confident, intentional financial futures. Erin entered the financial planning field after recognizing early on how many people grow up without the tools or education needed to make informed financial decisions. Inspired to close that gap, she pursued a career that allows her to empower others with knowledge, structure, and clear strategies for the future.
To build a strong foundation for that work, Erin earned her bachelor’s degree in Financial Planning and Wealth Management from the University of Delaware and joined our team shortly after graduating in 2020. She enjoys working with clients who value open communication, thoughtful planning, and a collaborative approach. Erin takes pride in helping people organize their finances, save with purpose, and develop long-term strategies that support the life they want to live—both today and in the years ahead.
Outside of her work, Erin enjoys discovering new restaurants, reading good books, and spending quality time with friends and family. She brings the same curiosity, care, and connection from her personal life into the trusting relationships she builds with her clients.
CFP® designation
Series 7 (General Securities Representative)
Series 66 (Uniform Combined State Law Examination)
Life, Accident & Health insurance licenses