Erben Associates Employee Directory

Financial ServicesTexas, United States11-50 Employees

Too many business owners and executives fail to plan their exit which results in uncertainty, anxiety, and very often unintended consequences. However, they can successfully navigate the complexities of a comprehensive exit or succession from the business. Erben Associates helps business owners and executives feel empowered through their propriety framework, to create a strategic, seamless, and successful transition with minimal risk. 

Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Erben Associates, LLC. Erben Associates is independently owned and operated. 

Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed as to accuracy or completeness. 

This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. 

The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Find Erben Associates employees' phone numbers or email addresses

Erben Associates Global Highlights

Location
Employees

North America
27

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  • United States Of America
    27

Erben Associates's Leadership

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    C. J.
    Head Of Marketing And Client Services
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    J. E.
    Owner
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    B. W.
    Director Of Operations & Cco
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    C. T.
    Associates Advisor & Head Of Marketing
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    D. M.
    Director Of Managed Assets
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    C. F.
    Director Of Financial Planning
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    P. E.
    Director Of Business Planning
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    K. W.
    Director Of Managed Assets
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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
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    B. E.
    Business Development Manager
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    May 04, 2024
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    Z. R.
    Client Experience Manager
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    Jun 04, 2025
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    K. E.
    Client Services Manager
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    United StatesTexas
    Aug 10, 2025
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    J. C.
    Financial Planning Analyst
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    United StatesTexas
    Sep 08, 2025
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    N. R.
    Investment Supervisor
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    United StatesTexas
    Jan 27, 2026
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    D. M.
    Investment Coordinator
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    United StatesTexas
    Oct 26, 2025
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    E. M.
    Office Coordinator
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    United StatesTexas
    Dec 18, 2023
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    L. W.
    Planning And Marketing Coordinator
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    United StatesTexas
    Dec 18, 2023
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    N. R.
    Investment & Planning Coordinator
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    United StatesColorado
    Dec 18, 2023
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    S. B.
    Office Coordinator
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    Oct 22, 2024

Frequently Asked Questions

What is Erben Associates known for?

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

What is Erben Associates's most common email format?

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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?

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Erben Associates has approximately 12 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Erben Associates's key employees and leadership?

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As of February 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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