Broker Check

Erin G. Willis Team

Erin G. Willis Team

Camille Johnson

Director of Operations and Client Services

(410) 897-9401 x1013

CJohnson@LegacyWealthCare.com

Camille Johnson is the Director of Operations and Client Services for Legacy WealthCare. Prior to joining the Legacy family in 2016, she spent several years honing her skills maintaining accounts and processing new business, including...
Read more

Charles Alderman, LUTCF, CLTC

Vice President and Registered Representative

(410) 344-2816

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...

Read more

Doug Potash, CRPC®

Vice President and WealthCare Advisor

(410) 897-9404

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...

Read more

Erin G. Willis

Founder & CEO | WealthCare Advisor

(410) 897-9401

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.

Read more

Kara Willis

Director Of Finance

KaraWillis@LegacyWealthCare.com

Kara assists with strategic business planning and accounting for Legacy Financial.

Read more

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,...

Read more

Larry J. Briskin, JD*, CFP, CMFC

Retired

(240) 293-3950

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...

Read more

Luke Krmpotich, CRPC

Portfolio Management and WealthCare Advisor

410-344-2825

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...

Read more

Patricia L. Kazumba, CFP®

Partner & WealthCare Advisor

(240) 293-3950

PKazumba@LegacyWealthCare.com

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

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.

Read more

Victor S. Manlapaz, CFP

WealthCare Advisor

410-897-9403

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...

Read more

For more information about Erin and his team, please visit Erin's personal website

ErinWillisGay.com