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Erin G. Willis Team

Erin G. Willis Team

Camille Johnson

Director of Operations and Client Services

(410) 897-9401 x1013

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...
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Charles Alderman, LUTCF, CLTC

Vice President and Registered Representative

(410) 344-2816

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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Doug Potash, CRPC®

Vice President and WealthCare Advisor

(410) 897-9404

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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Erin G. Willis

Founder & CEO | WealthCare Advisor

(410) 897-9401

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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Kara Willis

Director Of Finance

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

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Kian Larijani

Internal Investment Analyst

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,...

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Larry J. Briskin, JD*, CFP, CMFC


(240) 293-3950

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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Luke Krmpotich, CRPC

Portfolio Management and WealthCare Advisor



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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Patricia L. Kazumba, CFP®

Partner & WealthCare Advisor

(240) 293-3950

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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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.

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Victor S. Manlapaz, CFP

WealthCare Advisor


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