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®

Medicare Specialist & Financial 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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Luke Krmpotich, CRPC

Portfolio Management and Wealth Advisor

410-897-9401

410-224-9723

[email protected]

Luke’s goal as a financial advisor is to provide comprehensive financial advice based on stage of life, financial resources, tax and income situation, and investment risk appetite. In order to accomplish this, he takes his...
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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