Broker Check

Our Team

Our clients enjoy personalized financial advice, exemplary service and regular attention from our advisors and professional staff. This ensures that individual needs are recognized and met in every aspect of the process from information gathering and analysis to needs assessment, planning and review.

The Legacy Financial Group team is comprised of industry professionals bringing more than 60 years combined experience in providing quality, unbiased advice and guidance to individuals, families and small business owners.

Erin Gay Willis, AIF, AWMA, CFS, RFC

Founder & CEO | Managing Partner & Wealth Advisor

(410) 897-9401 x1005

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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Patricia L. Kazumba, CFP®

Partner & Family Wealth Advisor

(240) 293-3950 x1012

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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Christopher J. Gordon, CRPC

Partner and Wealth Advisor

(443) 482-5166

Chris focuses his wealth management practice in the areas of individual, small business, retirement and insurance planning. His real passion is in helping clients gain control of their financial futures and developing strategies to...

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Victor S. Manlapaz, CFP®

Wealth Advisor

(410) 897-9401 x1006

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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Larry J. Briskin, JD*, CFP, CMFC

Wealth Advisor

(240) 293-3950 x1011

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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Doug Potash, CRPC®

Vice President and Wealth Advisor

(410) 897-9401 x1008

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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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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Camille Sitka Johnson

Operations and Client Relationship Manager

(410) 897-9401 x1013

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

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Lisa Berryman

Executive Assistant

(443) 482-5176

Lisa Berryman is part of the Chris Gordon team, she assists in scheduling and helps support the business. She is the first point of contact for any questions or scheduling needs.

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Patrick J. Byrne - "Joe"

Administrative Support

(410) 897-9401

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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Grace Dadson

Internal Financial Analyst


Grace Dadson has begun working with the Chris Gordon team as a Junior Financial Analyst this February 2022. She is a recent graduate from the University of Maryland, and she graduated with a degree in Statistics. Over the next few...

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Juliet Magee

Vice President and Wealth Advisor

Luke Krmpotich, CRPC

Portfolio Management and Wealth 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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