Erwin is a dedicated Financial Advisor with over a decade of experience guiding clients through the complexities of wealth management. He specializes in delivering comprehensive, client-focused financial strategies that integrate investment planning, risk management, and wealth transfer solutions to support families, business owners, and individuals in achieving their long-term goals.
Erwin works closely with CPA’s, estate planning attorneys, and other trusted professionals to create holistic plans that meet every aspect of his clients’ needs. His approach covers asset protection, cash flowing planning, charitable giving and multigenerational wealth strategies.
Prior to joining Konvex Wealth, Erwin began his career in the insurance field in 2012, where he focused on safeguarding assets and families, and became a financial advisor in 2018. Entering the industry in the wake of the 2008 recession gave him firsthand experience in navigating market uncertainty and cemented his belief in disciplined, long-term planning.
Erwin is passionate about simplifying financial decisions for his clients and equipping them with the clarity and confidence needed to build a secure financial future. He brings a thoughtful, analytical, and collaborative perspective to every client relationship, ensuring their goals and values remain central to the planning process.
Areas of specialization include:
- Investment Management
- Retirement Planning
- Insurance Consulting
- Family Office Services
- Cash Flow Management
- Philanthropic Strategy
- Tax Strategies
Erwin holds a Series 65 financial license and earned his Bachelor’s Degree from the University of Washington. A lifelong Pacific Northwest resident, Erwin lives in Gig Harbor with his wife of 18 years, their three children, and their dog, Echo. Outside of work, he enjoys golfing, fishing and traveling with his family.