M Financial Group Welcomes Erben Associates, LLC to Network of Member Firms
PORTLAND, OR, JUNE 17, 2009—M Financial Group (“M Financial”) today announced that Erben Associates, LLC (“Erben Associates”) has become a Provisional Member Firm. Based in Austin, Texas, Erben Associates is a leading provider of exit planning and wealth management services to privately held business owners, corporate executives, and high net worth individuals.
Erben Associates was founded in 1992 by the firm’s current President, James B. Erben, MSFS, AEP. Through Jim’s vision, leadership, and 16 years of industry experience—as well as the support of a team of five professionals—the firm has become a leader in the community recognized for delivering effective solutions and excellent service. Jim is also a leader in the industry as a member of AALU, NAIFA, MDRT, and Top of the Table. For more information on Erben Associates, please visit
Erben Associates President, Jim Erben, said: “Joining M Financial Group is a great opportunity for our firm. Further, with access to differentiated products, valuable resources, and the expertise of some of the most successful firms in the industry, our membership in M Financial is most important to our clients. We are excited to be part of an organization that will enhance the solutions and services we offer, while supporting the future growth of our firm.”
Fred H. Jonske, President and Chief Executive Officer of M Financial Group, added: “We are pleased to welcome Erben Associates to the M Community. Erben Associates is a vibrant and successful organization focused on growth and client advocacy, two characteristics that remain critical to our collective success. We look forward to their contributions to M Financial and to playing a role in their future success.”
About M Financial Group
With more than 120 Member Firms in 36 states, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. For more information about M Financial Group, please visit www.mfin.com.