Skip to content
About
Menu Toggle
Our Story
Our Approach
Our Team
M Financial
Services
Menu Toggle
Business Owner Advisory
Menu Toggle
Business Exit Planning
Business Succession Planning
Wealth Protection
Menu Toggle
Financial Independence Planning
Estate Planning
Legacy Planning
Portfolio Management
Tax Strategy Coordination
Capital Needs Analysis
Who We Help
Menu Toggle
Business Owners, Founders & CEOs
High-Net-Worth Individuals, Families
Our Process
Menu Toggle
Succession By Design
Menu Toggle
Timeline
What Does This Cost?
Deliverables
Legacy By Design
Menu Toggle
Timeline
What Does This Cost?
Deliverables
Insights
Contact
TALK TO US
(512) 402-0250
TALK TO US
(512) 402-0250
About
Menu Toggle
Our Story
Our Approach
Our Team
M Financial
Services
Menu Toggle
Business Owner Advisory
Menu Toggle
Business Exit Planning
Business Succession Planning
Wealth Protection
Menu Toggle
Financial Independence Planning
Estate Planning
Legacy Planning
Portfolio Management
Tax Strategy Coordination
Capital Needs Analysis
Who We Help
Menu Toggle
Business Owners, Founders & CEOs
High-Net-Worth Individuals, Families
Our Process
Menu Toggle
Succession By Design
Menu Toggle
Timeline
What Does This Cost?
Deliverables
Legacy By Design
Menu Toggle
Timeline
What Does This Cost?
Deliverables
Insights
Contact
Our Team
Jim Erben
President
Paul Elmendorf
Director of Business Planning
Brittany Worrell
Director of Operations
Casey L. Fox
Director of Financial Planning
Mike Lambrix
Managing Director for Erben M&A
Dan McGovern
Director of Managed Assets
Juan Herrera
Investment Operations & Strategy Manager
Carly Johnson
Head of Marketing & Client Services
Jack Collins
Financial Planning Analyst
Zac Robinson
Client Experience Manager
Dasia Maxwell
Investment Coordinator
Erben Associates uses cookies to improve your experience and to analyze the use of our website. By accepting, you agree to the terms stated in our
Privacy Policy
Accept
