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Erin Lindquist

Erin Lindquist

Wealth Management Assistant

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