- James B. Erben - MSFS, AEP, President
- Kelly Wright - Director of Managed Assets
- Brittany Martin - Case Design 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
James B. Erben
James B. “Jim” Erben began his career in 1992 and shortly thereafter created Erben Associates, a firm dedicated to serving the complex needs of privately-held business owners, corporate executives and successful individuals.
Jim is a nationally recognized expert in the area of exit planning for privately held business owners, as well as best practices, advanced wealth issues, and managed asset strategies. He has earned several industry awards during his career, and is a perennial Top of the Table, Court of the Table, and Qualifying Life Member of the Million Dollar Round Table*, placing him among the elite wealth advisors in the country.
Prior to graduating with honors in 1986 from the University of Texas at Austin with a BBA in marketing, Jim attended Texas A&M where he played football for two years. In 2003, Jim completed a master’s of science in financial services at the American College in Bryn Mawr, PA, as well as the Accredited Estate Planner (AEP) designation. In 2009, Erben Associates was invited to become a member of M Financial Group, one of the nation’s premier financial services design and distribution companies. As an M member firm, Erben Associates has access to exclusive product solutions and resources that support a shared commitment to client advocacy.
Jim’s community involvement is extensive. He is a past president of the Juvenile Diabetes Research Foundation’s Central Texas Chapter, and a member of the President’s Associates of the University of Texas – Austin. He is also a member and membership chair for the Texas Association of Business, and a member of the Texas Wine and Food Foundation. Jim has been a Vistage member since 2003 and a Business Executives for National Security (BENS) member since 2012.
Originally from San Antonio, Jim and his wife, Kathy, are at home in Austin, Texas with their son, Jess. Jim’s hobbies include hunting, fishing, and golf, as well as cooking and enjoying wine.
*Million Dollar Round Table and Top of the Table membership are based upon insurance sales. For details regarding qualifications for these memberships, please visit the following web site address: http://ihs.mdrt.org