ABOUT ERBEN ASSOCIATES

The Succession by Design, Not Default™ Team
 Committed to Help You Exit in Style

Erben Associates is a family wealth advisory firm built on the values of family, trust, experience and solid planning.

We offer no-nonsense, practical advice and step-by-step plans designed to help you transition your business and provide financial growth and well-being for you and your family so you can focus on your day-to-day business affairs.

We see ourselves as caretakers of your family’s financial future. Our approach to wealth risk stewardship rather than simple management is rooted in the experience, competency, and processes built by our trusted family of specialists.

At Erben Associates, we listen to your goals and work to create a clear plan for managing your wealth and investments, working toward the sense of financial well-being you’ve earned.

Meet Your Team

JIM ERBEN

President

Jim Erben is a highly sought-after exit and succession specialist, keynote speaker, and President at Erben Associates. Under his leadership, Erben Associates earned a spot on the INC. 5000 list in 2018, 2019, and 2020 and is a highly sought-after exit and succession planning firm.

Jim graduated with honors in 1986 from the University of Texas at Austin with a BBA in Marketing after attending Texas A&M, where he played football for two years. In 2003, Jim completed a Master of Science in Financial Services at the American College in Bryn Mawr, PA, as well as the Accredited Estate Planner (AEP) designation.

As an international speaker, Jim shares his 30+ years of experience with thousands of business leaders annually. He is well-known for his straightforward approach to succession or exit planning, business continuity, and executive retention.

A distinguished advisor to clients and organizations, Jim is one of 500 senior American business leaders representing the private sector in Business Executives for National Security, an invitation-only think tank to help our national security become more efficient and effective.

Jim’s proprietary process helps business owners navigate the complexities of succession and exit planning to help create an everlasting legacy.

Originally from San Antonio, Jim and his son, Jess, are at home in Austin, Texas. Jim’s hobbies include hunting, fishing, and golf, as well as cooking and enjoying wine.

CA Insurance License # 0B61738, AR Insurance License # 1083795

BRITTANY WORRELL

Director of Operations

Brittany is the Director of Operations and Head Underwriter at Erben Associates. She joined the team in 2012 and oversees all client planning initiatives related to preserving clients’ hard-earned wealth.

Brittany coordinates the client advisor team to help ensure that all projects are completed according to plan design and manages the underwriting process for clients seeking life insurance.

Originally from Fort Worth, Texas, Brittany moved to Austin in 2007 and graduated Magna Cum Laude from St. Edward’s University in 2010. Brittany received her BBA in International Business and was on the Dean’s list all four years. After graduation, she went on to work in the Finance Department for a large advertising agency in Austin.

In addition to having a passion for numbers, Brittany is also interested in gardening, shooting sport clays with her dad, and spending time with her dog.

PAUL ELMENDORF

Director of Business Planning

Paul is the Succession and Wealth Planner at Erben Associates. He works hand-in-hand with advisors to design plans for clients to help them achieve their planning objectives and goals. Paul has a knack for taking the vast experience of our advisors and translating it into digestible, easy-to-follow plans.

Originally from Waterbury, Connecticut, Paul received his BFA in Creative Writing from Johnson State College in Vermont. He then went on to receive his Masters of Science in Secondary Education at the University of Bridgeport. Paul’s passion for education and communication has proven valuable to Erben Associates’ clients by allowing them to fully understand their options and make informed decisions regarding their futures.

When not at the office, you can find Paul golfing, listening to live music, coaching youth basketball and lacrosse, or working on his young adult novel.

CASEY L FOX

Director of Financial Planning

Casey Fox is the Director of Financial Planning at Erben Associates. Casey has spent the last seventeen years in the financial services industry. He has an innate ability to help clients gain a better understanding of their existing financial situation and to define goals while bringing unique insight into what is achievable. Casey also specializes in using the latest technology and tools to clarify complex financial situations, translating that into an easy-to-follow roadmap for his client’s future. His ultimate mission is to help clients make the smartest financial decisions today for a better outcome tomorrow.

Casey comes from a military background and has traveled and lived in several places worldwide. Ultimately, his family settled in Kansas, where he attended high school. Upon graduating, Casey enjoyed a five-year enlistment in the Navy, serving aboard a nuclear submarine. After the Navy, Casey moved to Austin and attended the University of Texas, where he graduated with a B.A. in Government and a minor in Business. While finishing his degree at UT, Casey began his career in financial services, where he has developed a passion for teamwork, effective communication, and helping people.

When not at the office, you can find Casey in his woodworking shop, listening to music, throwing strikes in his bowling league, cheering on his Texas Longhorns and Kansas City Chiefs, or watching movies with his family.

GARDNER WALLING

Financial Representative

With a broad and multifaceted career history across business ownership and business development, Gardner has established himself as an innovative leader known for his passion in building companies by leveraging his high-level personal network to identify organic business opportunities. He applies a creative and entrepreneurial approach to growing enterprise success and bottom-line profitability by developing highly effective and impactful strategic roadmaps.

Gardner serves as an Financial Representative with Erben Associates to promote our diligent family wealth advisory services. He has seen the results of poor transition planning firsthand and is passionate about helping other privately held business owners avoid the pitfalls he has experienced.

Gardner graduated from Denison University in 1987 with a BA in English and from Temple University’s Fox School of Business in 2000 with an EMBA in Finance (highest honors).

He enjoys nothing more than spending time with his wife Amy and their four children, traveling, scuba diving, golfing and competing in just about any sport or game imagined.

DAN McGOVERN

Director of Managed Assets

Dan received his Bachelor of Arts in Economics from Ursinus College and holds FINRA series 7, 63, and 65 securities registrations. With 22 years of investment consulting experience, Dan has developed an unparalleled passion for helping clients meet their financial needs through investment management. We know that his vast knowledge of investment solutions and attention to what’s best for the client will make him an invaluable addition to the Erben Associates team.

Dan has lived in Austin for 15 years, and enjoys exploring all the wonderful things it has to offer with his wife Rose and two beautiful daughters, Maddie and Francesca. Some of his favorite activities include playing golf, hiking, and traveling to new places. Dan is also passionate about raising awareness for Alzheimer’s disease, and has been involved in raising money for the Alzheimer’s Association.

NOAH REMMERT

Investment Supervisor

Noah is the Investment & Planning Coordinator at Erben Associates. He works closely with both the investment and planning teams to create comprehensive solutions to complex problems. He strives to provide accurate and effective service to individuals and families so that they can minimize risk to their personal wealth, preserve and grow the value of their business, and attain financial independence. Noah has a passion for collaborating with clients to help ensure that their goals and objectives drive the plan.

Noah was born and raised in Austin, Texas. Before joining Erben Associates in the Summer of 2020, he attended Louisiana State University for his Bachelor of Science in Finance from E.J. Ourso College of Business. Noah gained an affinity for the investment industry while serving as a manager of the “Tiger Fund”, a large cap equity portion of the university endowment. He will look to continue building on his knowledge of the financial markets in order to provide value and service to Erben Associates and their clientele.

When he is not working on projects with the Erben team, Noah enjoys watching sports with his family and friends, playing music, flying with his dad, and playing golf.

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CARLY TURNER

Head of Marketing & Client Services

Carly is the Head of Marketing and Client Services at Erben Associates. Having joined the team in June of 2020, Carly provides strategic marketing management and support to enhance new client opportunities and brand awareness. She oversees all of the marketing campaigns to drive successful demand. Additionally, she is in charge of prospecting and the onboarding of new clients to join the Erben Associates family.

Carly is an Austin native. She left her home state to receive her degree in Marketing and Management while playing Division I Collegiate Volleyball at Georgia Southern University. She graduated Cum Laude from Parker College of Business. She was on the Sun Belt Commissioners List and Sun Belt Honor Roll throughout her career being a student-athlete at Georgia Southern University. Now that she is back home in Austin, Carly enjoys playing beach volleyball at Zilker Park and listening to all the live country music she can find.

JACK COLLINS

Client Services Manager

Jack is the Client Service Manager at Erben Associates. He works closely with the planning and insurance underwriting teams to help facilitate our clients’ process. Jack assists in streamlining the onboarding process of new clients. Additionally, he supports financial planning through project management and analysis.

Originally from Crested Butte, Colorado, Jack moved down to Austin at the start of 2022 after graduating from Miami University in 2021. Jack is starting his career with Erben Associates after graduating Cum Laude from the Miami Farmer School of Business with a Bachelor of Science in Finance degree. He will look to continue to expand his finance background to assist in helping both Erben associates and their clientele prosper.

Now that Jack has officially moved down to Austin, he is looking forward to spending time outdoors on the lakes, playing golf, listening to live music, and enjoying the great food Austin has to offer.

ZAC ROBINSON

Client Experience Manager

Zac is the Client Experience Manager at Erben Associates. Having recently joined the team, Zac collaborates closely with the team to actively enhance customer satisfaction by delivering exceptional services to existing clients. He works in tandem with the team throughout the planning process to enhance the overall client experience.

Originally from Mildura, Australia, Zac moved to Austin, TX, in 2016 to play collegiate tennis at St. Edwards University. Zac graduated Cum Laude from the Bill Munday School of Business. Shortly after, he decided to continue his studies by attaining his MBA at Concordia University. He hopes to contribute his strategic decision-making and management skills to the team at Erben Associates.

In his spare time, Zac enjoys playing tennis and listening to live music around Austin.

AUDREY DOUBEK

Investment Coordinator

Audrey is the Investment Coordinator at Erben Associates.

Audrey focuses on services and operations that help the financial team execute investment recommendations and help clients implement this piece of their financial strategy.

Audrey focuses on service and operations in order to execute investment recommendations to help clients implement this piece of their financial strategy. Audrey also works on the insurance team to help with the underwriting process.

Originally from Chicago, Illinois, Audrey moved down to Austin at the start of 2022. She attended the University of Iowa, where she graduated Cum Laude with her Bachelor of Business Administration in Finance, as well as Management, from the Tippie College of Business. After graduation in 2020, Audrey worked in the finance industry in Chicago for two years before transitioning to Erben Associates. She is passionate about helping families and businesses prepare for their futures while achieving their financial goals.

Since moving to Texas, Audrey has loved exploring everything Austin offers. She also loves spending time outside with her dog, playing golf, and visiting with friends and family!

MIKE LAMBRIX

Managing Director for Erben M&A

Mike Lambrix is a Managing Director and the head of Erben Associates mergers and acquisition advisory business. Mike brings almost two decades of deal-making experience to the team. Having worked across bulge-bracket investment banks, family offices, and boutique advisors, Mike brings a unique mix of Wall Street experience with an understanding of founder-owned businesses and first-time sellers.

Prior to Erben Associates, Mike was a Managing Director and the head of US M&A for Sampford Advisors, Canada’s #1 mid-market technology Investment Bank. While at Sampford, Mike executed over 25 technology sell-side transactions, representing hundreds of millions in transaction value. Mike started his career in New York with UBS Investment Banking in their Telecom, Media, and Technology group.

Mike graduated with a Bachelor of Science in Commerce, with concentrations in Finance and Marketing from the University of Virginia’s McIntire School of Commerce, and is a CFA level 1 holder.

Originally from New Jersey, Mike lives in Austin with his wife Erin, daughter Ryan, son Sean, and golden retriever Alfie. When not in the office, Mike spends time with his family, coaching his son’s lacrosse team, or playing golf.