Doug Potash, CRPC
Doug Potash
Camille Johnson
Director of Operations and Client Services
Doug Potash, CRPC®
Vice President and Wealth 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 | Wealth 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 Business Strategy
KaraWillis@LegacyWealthCare.com
Kara assists with strategic business planning and accounting for Legacy Financial.
Luke Krmpotich, CRPC
Portfolio Management and Wealth 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...