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 wellbeing 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 of wealth risk stewardship rather than simple management is rooted in the experience, competency and processes built by our trusted family of advisors.

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 wellbeing you’ve earned.

James B. Erben


Brittany Worrell

Director of Operations

Paul Elmendorf

Director of Business Planning

Casey Fox

Director of Personal Financial Planning

Dan McGovern

Director of Managed Assets

Gardner Walling

Senior Advisor

Noah Remmert

Investment & Planning Coordinator

Carly Turner

Head of Marketing and Client Services

Jack Collins

Client Service Manager

Jack Collins

Client Service Manager

Zac Robinson

Client Experience Manager

Audrey Doubek

Investment Coordinator