Erin G. Willis Team
Erin G. Willis Team
Camille Johnson
Operations and Client Relationship Manager
Camille is the Operations Manager and Client Relationship Manager for Erin Willis Gay.
Charles Alderman, LUTCF, CLTC
Vice President and Registered Representative
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...
Doug Potash, CRPC®
Vice President and WealthCare Advisor
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 Gay Willis, AIF, AWMA, CFS
Founder & CEO | WealthCare Advisor
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.
Jackson Snyder
Junior Associate
Kara Willis
Director Of Finance
Kara assists with strategic business planning and accounting for Legacy Financial.
Kian Larijani
Internal Investment Analyst
Larry J. Briskin, JD*, CFP, CMFC
Wealth Advisor
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...
Luke Krmpotich, CRPC
Portfolio Management and WealthCare Advisor
410-224-9723
Patricia L. Kazumba, CFP®
Partner & WealthCare Advisor
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...
Patrick J. Byrne - "Joe"
Administrative Support
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...
For more information about Erin and his team, please visit Erin's personal website