Carly Johnson
Head of Marketing and Client Services
- Role
- Head of Marketing and Client Services at Erben Associates
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Carly Johnson
80% of privately-held business owners do not have a written plan for their…
Experience
Head of Marketing and Client Services
Jun 2020 — Present · Austin, TX, US
Erben Associates is a family wealth advisory office focused exclusively on privately-held business owners, corporate executives, and high-net-worth individuals.Our mission is to efficiently crystallize our clients’ goals and accomplish their objectives as they relate to an exit from their business or professional employer.We deliver a written road map that includes building contingency and post-exit planning considerations into their plans to accomplish their life and legacy goals. Through our expertise, experience, and resources we create the peace of mind our clients deserve and desire.Disclosures: • Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group 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 me directly or consult another qualified professional.• The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.
Education
Parker College of Business-Georgia Southern University
Bachelor of Business Administration - BBA, Marketing
2016 — 2020
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