What departments does Erben Associates have?

Erben Associates has employees across 7 departments including Operations, Marketing, Finance, Business, Business Development.

What is the largest department at Erben Associates?

The largest department at Erben Associates is Finance with 4 employees.

Where are Erben Associates employees located globally?

Erben Associates has employees across 1 continents and 1 countries including United States Of America.

How has Erben Associates's team size changed over time?

Erben Associates's team has remained stable from approximately 16 to 16 employees based on available data.

Erben Associates Employee Directory

Financial ServicesTexas, United States11-50 Employees

Erben Associates is a financial planning firm focused on exit and succession planning for business owners and high-net-worth individuals. We help clients align their business value, personal wealth, and long-term goals into a single, coordinated plan. In many cases, clients already have trusted advisors in place, but those relationships often operate independently. Our role is to bring organization and alignment across that team, ensuring decisions are made in context and working toward a unified outcome.

Erben Associates Global Highlights

North America
30

United States Of America
30

Erben Associates's Leadership

C. J.
Head Of Marketing And Client Services
Mobile Phone
Email
J. E.
Owner
Mobile Phone
Email
B. W.
Director Of Operations & Cco
Mobile Phone
Email
C. T.
Associates Advisor & Head Of Marketing
Mobile Phone
Email
D. M.
Director Of Managed Assets
Mobile Phone
Email
C. F.
Director Of Financial Planning
Mobile Phone
Email
P. E.
Director Of Business Planning
Mobile Phone
Email
K. W.
Director Of Managed Assets
Mobile Phone
Email

Erben Associates Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other

Contact profiles from Erben Associates

Name

Title

Contact Info

Location

Last Update

B. E.
Business Development Manager
Mobile Phone
Email
May 04, 2024
Z. R.
Client Experience Manager
Mobile Phone
Email
Feb 27, 2026
K. E.
Client Services Manager
Mobile Phone
Email
United StatesTexas
Aug 10, 2025
G. W.
Senior Advisor
Mobile Phone
Email
United StatesMississippi
Apr 13, 2026
J. C.
Financial Planning Analyst
Mobile Phone
Email
United StatesTexas
Sep 08, 2025
N. R.
Investment Supervisor
Mobile Phone
Email
United StatesTexas
Jan 27, 2026
D. M.
Investment Coordinator
Mobile Phone
Email
United StatesTexas
Oct 26, 2025
E. M.
Office Coordinator
Mobile Phone
Email
United StatesTexas
Dec 18, 2023
L. W.
Planning And Marketing Coordinator
Mobile Phone
Email
United StatesTexas
Dec 18, 2023
N. R.
Investment & Planning Coordinator
Mobile Phone
Email
United StatesColorado
Dec 18, 2023

Frequently Asked Questions

What is Erben Associates known for?

Erben Associates was founded in 1992 operates in the Financial Services industry. The company's main headquarters is located in 300 Beardsley Lane Suite D-200 Austin, Texas 78746 United States; you can contact the main corporate office by phone at

+1-512-402-****

. Explore Erben Associates's company overview page for more information.

What is Erben Associates's most common email format?

Erben Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Erben Associates email formats with LeadIQ.

How many employees does Erben Associates have currently?

Erben Associates has approximately 15 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Erben Associates's key employees and leadership?

As of May 2026, Erben Associates's key employees include:

Head Of Marketing And Client Services: C. J.
Owner: J. E.
Director Of Operations & Cco: B. W.
Associates Advisor & Head Of Marketing: C. T.
Director Of Managed Assets: D. M.

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Erben Associates Employee Directory

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