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Our Team

Our clients enjoy personalized financial advice, exemplary service and regular attention from our advisors and professional staff. This ensures that individual needs are recognized and met in every aspect of the process from information gathering and analysis to needs assessment, planning and review.

The Legacy Financial Group team is comprised of industry professionals bringing more than 60 years combined experience in providing quality, unbiased advice and guidance to individuals, families and small business owners.

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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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...

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Christopher J. Gordon, CRPC

Partner and Wealth Advisor

(443) 482-5166

[email protected]

Chris focuses his wealth management practice in the areas of individual, small business, retirement and insurance planning. His real passion is in helping clients gain control of their financial futures and developing strategies to...

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Victor S. Manlapaz, CFP®

Wealth Advisor

(410) 897-9401 x1006

[email protected]

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...

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Larry J. Briskin, JD*, CFP, CMFC

Wealth Advisor

(240) 293-3950 x1011

[email protected]

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...

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Doug Potash, CRPC®

Vice President and Wealth Advisor

(410) 897-9401 x1008

[email protected]

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...

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Charles Alderman, LUTCF, CLTC

Vice President and Wealth Advisor

(410) 344-2816

[email protected]

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...

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Lorie Scheibel, MBA

Vice President | Financial Planner & Wealth Advisor

(410) 897-9401 x1019

[email protected]

Lorie takes a comprehensive approach to develop customized financial strategies for pre-retirees and those in retirement. She specializes in working with individuals, professionals and small business owners and their families. She also...

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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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Lisa Berryman

Executive Assistant

(443) 482-5176

[email protected]

Lisa Berryman is part of the Chris Gordon team, she assists in scheduling and helps support the business. She is the first point of contact for any questions or scheduling needs.

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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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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...

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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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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...

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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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