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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.