Erben Associates
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.
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Verified contacts
10
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
39
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- CJ
Carly Johnson
Head of Marketing and Client Services · Advertising & Marketing
EmailPhone - CF
Casey Fox
Director of Financial Planning · Finance & Accounting
EmailPhone - PE
Paul Elmendorf
Director of Business Planning · General Business & Management
EmailPhone - NR
Noah Remmert
Investment Supervisor · Finance & Accounting
EmailPhone - DM
Dan McGovern
Director of Managed Assets · Other
EmailPhone - KE
Kathy Erben
Client Services Manager · Customer/Client Service
EmailPhone - ZR
Zac Robinson
Client Experience Manager · Customer/Client Service
EmailPhone - DM
Dasia Maxwell
Investment Coordinator · Operations
EmailPhone - JC
Jack Collins
Financial Planning Analyst · Finance & Accounting
EmailPhone
Showing 9 of 10 verified contacts
Top roles at Erben Associates
9 distinct titles indexed · top 9 shown.
- 1client experience manager
- 1client services manager
- 1director of business planning
- 1director of financial planning
- 1director of managed assets
- 1financial planning analyst
- 1head of marketing and client services
- 1investment coordinator
- 1investment supervisor
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