Our Team
Erin Gay Willis, AIF, AWMA, CFS, RFC
Founder & CEO | Managing Partner & Wealth 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.
Patricia L. Kazumba, CFP®
Partner & Family Wealth 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...
Victor S. Manlapaz, CFP®
Wealth 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...
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...
Doug Potash, CRPC®
Vice President and Wealth 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...
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...
Camille Sitka Johnson
Operations and Client Relationship Manager
Camille is the Operations Manager and Client Relationship Manager for Erin Willis Gay.
Patrick J. Byrne - "Joe"
Administrative Support
Luke Krmpotich, CRPC
Portfolio Management and Wealth Advisor
410-224-9723