About Erben Associates
It is the goal of Erben Associates to provide exceptional service to our clientele through client-centric methods, powerful resources and over two decades of investment expertise. We grow our business through “by invitation only” relationships, which we build from the trust and referrals of our clients and advisors.
Meet our team
- James B. Erben MSFS, AEP, President
- Kelly Wright Director of Managed Assets
- Brittany Worrell Client Services Manager
- Mark McAdams Senior Client Advisor
- Korbett L. Roberts Certified Family Business Advisor,CFP, CLU, ChFC, CASL
- Laurie Ross Planning and Investment Coordinator
- Svea Blomberg Office Coordinator
Erben Associates, LLC is dedicated to our clients as they pass through the various life cycles. We help them focus on their objectives to build value in their companies, minimize tax liabilities, maximize financial return, plan for contingencies and incorporate personal wealth planning.
“The nicest thing about not planning, is that failure comes as a complete surprise, rather than preceded by a period of worry and depression.” – Sir John Harvey Jones
The M Advantage
Erben Associates, LLC is a Member Firm of M Financial Group, a nationwide organization of independent insurance, investment, and executive benefit firms. We remain an independent firm, free to offer services and select products in the best interests of our clients, but our alliance with M Financial gives us the best of both worlds: access to the resources of a large organization and the independence to serve our clients the way Erben Associates has for nearly 20 years.