Erin joined Austin Wealth Management in January 2026 as a key architect of the firm’s investment strategies and operations. He is responsible for providing our advisors with the investment solutions and education required to help our clients and their families thrive. With 15 years of experience, Erin combines deep expertise in portfolio construction, technical analysis and system design with a rare ability to make sophisticated financial concepts easy to digest.

Education
  • BBA, Entrepreneurship & Finance, University of Oklahoma, 2010
Experience
  • 2026 - Present, Senior Portfolio Manager, Austin Wealth Management
  • 2019 - 2026, Portfolio Manager, Monument Wealth Management
  • 2016 - 2019, Equity Research, Compass Point Research & Trading
  • 2011 - 2015, Investment Specialist, J.P. Morgan Private Bank
Professional Designations
  • CFA (Chartered Financial Analyst)
  • CMT (Chartered Market Technician)
Background

Erin grew up in Tulsa, OK and attended the University of Oklahoma, initially as a Chemistry major! After graduation, he joined J.P. Morgan Private Bank, serving clients in Tulsa and Oklahoma City. He later packed up his truck and moved to Washington, DC to pursue a career in equity research. Prior to joining AWM, Erin served as a client-facing Portfolio Manager for Alexandria, VA-based Monument Wealth Management. He enjoys cooking, spending time with his Labrador retriever Blizzard, and immersing himself in all manner of history, trivia and obscure facts.

-Favorite Music: 80s country gold, 90s alternative, and early 00s heavy metal
-Favorite Movies: Kingpin, There Will Be Blood
-Favorite Shows: King of the Hill, The Chair Company
-Favorite Writers: Matt Levine, Michael Cembalest
-Favorite Podcasts: The Oklahoma Breakdown, Invest Like The Best