Erin G. Willis Team

Camille Johnson

Operations and Client Relationship Manager

(410) 897-9401 x1013

CJohnson@legacyfg.com

Camille is the Operations Manager and Client Relationship Manager for Erin Willis Gay.

Charles Alderman, LUTCF, CLTC

Vice President and Registered Representative

(410) 344-2816

CAlderman@legacyfg.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...

Doug Potash, CRPC®

Vice President and WealthCare Advisor

(410) 897-9401 x1008

DougPotash@legacyfg.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 Gay Willis, AIF, AWMA, CFS

Founder & CEO | WealthCare Advisor

(410) 897-9401 x1005

erinwillis@legacyfg.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.

Jackson Snyder

Junior Associate

Jack grew up the eastern shore of Maryland before moving to Annapolis. During his childhood, Jack learned the value of family and community, and derived a passion for digital media, art and finance. Jack is currently a...

Kara Willis

Director Of Finance

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

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,...

Larry J. Briskin, JD^*, CFP, CMFC

Wealth Advisor

(240) 293-3950 x1011

LarryBriskin@Legacyfg.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...

Luke Krmpotich, CRPC

Portfolio Management and WealthCare Advisor

410-897-9401

410-224-9723

LukeKrmpotich@legacyfg.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...

Patricia L. Kazumba, CFP®

Partner & WealthCare Advisor

(240) 293-3950 x1012

PKazumba@legacyfg.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...

Patrick J. Byrne - "Joe"

Administrative Support

(410) 897-9401

PByrne@legacyfg.com

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.

Victor S. Manlapaz, CFP®

WealthCare Advisor

(410) 897-9401 x1006

VManlapaz@legacyfg.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...