- 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
Senior Client Advisor
Mark McAdams has worked primarily with business owners, doctors and other professionals. He has over 18 years in the services industry, including law, financial planning, and investment planning, His personal work experience includes being a small business owner, attorney and lobbyist. In 2001, Mark reworked his practice to focus on the financial services industry and client planning.
As a financial advisor, he brings exceptional understanding of client needs, market and product knowledge as well as a legal background, to his work. In addition, his resources include professionals in the legal, accounting and tax professions as well as executives in a variety of industries. Mark’s experience and resources have enabled him to advise and add value to a variety of clients from diverse backgrounds and industries while helping them focus on Risk Management, Asset Coordination, Small Business Planning and Multi-generational Wealth Planning.
Mark is a graduate of Stanford University and the University of Texas School of Law. He speaks regularly, connecting with audiences on topics of benefits, exit strategy, protection planning and financial independence. Mark also makes time to be involved with professional associations and community organizations, and is a member of NAIFA, MDRT, is involved with a number of local charities and is also a Board Member and Director of the Austin Clubhouse non-profit.
*Financial Adviser, offering investment advisory services through Erben Associates, LLC.
*MDRT is recognized as the standard of excellence in life insurance sales performance.