Broker Check

Patricia Kazumba, CFP Team

Patricia Kazumba Team

Patricia L. Kazumba, CFP®

Partner & Family Wealth Advisor

(240) 293-3950 x1012

[email protected]

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...

Read more

Ivan Messi

Client Relationship Manager

[email protected]

Ivan works as a Client Relationship manager for Patricia Kazumba and Larry Briskin. As a client relationship manager, Ivan provides exceptional client service support in the areas of financial planning, investments and insurance. Ivan...

Read more

Anthony Gadbois

Paraplanner & Analyst

[email protected]

Anthony is a Paraplanner and Investment Analyst at the Bethesda, MD branch office of Legacy FinancialGroup. He supports Patricia Kazumba and Larry Briskin by preparing financial plans, investment reviews,and financial analysis. He also...

Read more