Broker Check

Erin Willis Gay Team

Erin Willis Team

Erin Gay Willis, AIF, AWMA, CFS, RFC

Founder & CEO | Managing Partner & Wealth Advisor

(410) 897-9401 x1005

[email protected]

My vision is to provide clients with unbiased proactive advice, a higher standard of service  and exceptional personal attention.  It’s the same holistic guidance I’ve been providing for over 20 years.

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Camille Sitka Johnson

Operations and Client Relationship Manager

(410) 897-9401 x1013

[email protected]

Camille is the Operations Manager and Client Relationship Manager for Erin Willis Gay.

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Brennan Tucker

Portfolio Research Assistant

410-897-9401

[email protected]

As a Portfolio Research Assistant, Brennan supports Legacy Financial's investment management services by working with advisors to develop a variety of tailored investment solutions to complement our clients' long term goals. His role...
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James Mwombela, CFP®

Advisor

410-897-9401

[email protected]

Born and raised in Washington DC, James graduated from the University of North Carolina at Chapel Hill with a Bachelor’s degree in Economics and Political Science. James developed an expertise in Medicare Planning and the major...

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Patrick J. Byrne - "Joe"

Administrative Support

(410) 897-9401

[email protected]

Joe Byrne offers his many years of customer service experience to help support the advisors and clients of Legacy Financial. Joe is a dedicated family man and lives with his wife in Annapolis, MD.

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For more information about Erin and his team, please visit Erin's personal website

ErinWillisGay.com