Erin G. Willis Team
Erin G. Willis Team
Camille Johnson
Director of Operations and Client Services
Charles Alderman, LUTCF, CLTC
Vice President and Registered Representative
CAlderman@LegacyWealthCare.com
Charlie has over 20 years of experience in financial services. His clients consist of individuals and successful business owners who rely on him for advice in the areas of accumulating, protecting and passing along wealth. Charlie...
Doug Potash, CRPC®
Vice President and WealthCare Advisor
DougPotash@LegacyWealthCare.com
Doug graduated from Villanova University in 1973 with a Bachelor of Science degree in Accounting. After a twenty-five year career in the motion picture industry, he settled in Annapolis in 1999 and in 2004, began a new career as a...
Erin G. Willis
Founder & CEO | WealthCare Advisor
ErinWillis@legacywealthcare.com
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.
Kara Willis
Director Of Finance
KaraWillis@LegacyWealthCare.com
Kara assists with strategic business planning and accounting for Legacy Financial.
Kian Larijani
Internal Investment Analyst
KLarijani@LegacyWealthcare.com
Kian is the internal investment analyst and client care specialist for Patricia Kazumba and Larry Briskin. Kian joined the Legacy WealthCare team as an analyst in 2014 after graduating cum laude from the University of Maryland,...
Larry J. Briskin, JD*, CFP, CMFC
Retired
LarryBriskin@LegacyWealthCare.com
Larry focuses on meeting the needs of successful business owners, professionals, executives, and retirees throughout the Mid-Atlantic region and beyond. Whether your goal is to minimize your tax liability or maximize your family's...
Luke Krmpotich, CRPC
Portfolio Management and WealthCare Advisor
410-224-9723
LukeKrmpotich@LegacyWealthCare.com
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...
Patricia L. Kazumba, CFP®
Partner & WealthCare Advisor
Patricia has over 16 years of experience in the financial services industry. Patricia focuses on helping her clients meet their investment planning goals and objectives. Patricia provides advice and guidance in the areas of retirement...
Patrick J. Byrne - "Joe"
Administrative Support
Patrick "Joe" Byrne passed away on December 16th, 2018. Joe was an inspiration to all of us that worked with him and everyone that came in touch with him. Although he is no longer with us, he will always be a member of our team.
Shatara Robertson
Executive Assistant for Patricia Kazumba
240-293-2851
SRobertson@LegacyWealthCare.com
Shatara Robertson is the executive assistant to Patricia Kazumba
Victor S. Manlapaz, CFP
WealthCare Advisor
VManlapaz@LegacyWealthCare.com
Victor has been helping clients in the financial services industry for more than 16 years. Born and raised in Maryland, Victor graduated from the University of Maryland with a BA in Economics and he successfully completed the rigorous...
For more information about Erin and his team, please visit Erin's personal website