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.
You may check the background of investment professionals on
Erin Willis Gay, AIF, AWMA, CFS, RFC Founder and CEO
Managing Partner & Wealth Advisor
Erin uses his 20+ years of experience to offer integrated financial strategies designed to help clients create & grow wealth, preserve their life savings, minimize the burden of taxes and plan for the distribution and continuation of their legacy to the next generation. Erin is a registered representative, investment advisor representative and holds his Series 6, 7, 63 & 65 securities registrations through Cambridge Investment Research, Inc. He is Life & Health insurance licensed.
Erin received advanced training through the Center for Fiduciary Studies (Fi360) earning the Accredited Investment Fiduciary®, (AIF) designation, attended the College for Financial Planning earning the designation of Accredited Wealth Management Advisor® (AWMA) and attended the Institute of Business & Finance to earn the Certified Fund Specialist® (CFS) designation.
Additionally, Erin is a 20 year member in good standing with the International Association of Registered Financial Consultants and holds the RFC designation.
As a frequent speaker, Erin has conducted over 300 financial seminars and workshops for groups, corporations, Federal Agencies and the general public. Please call if you would like Erin to speak with your group or company.
Most weekends, he can be found boating, cycling, hiking, or skiing.
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 planning, asset management, insurance, and the implementation of an overall financial plan.
Patricia holds her FINRA Series 7 & 66 registration with Cambridge Investment Research, Inc. is Life & Health insuranced licensed with the State of Maryland and is a Certified Financial Planner®.
In 2001, she graduated summa cum laude from the Catholic University of America in Washington, DC with a Bachelor of Science degree in International Economics and Finance and a minor in Computer Science. Additionally, she was the recipient of the Federal Reserve Bank of Richmond 2001 Excellence Award.
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 meet their objectives. He combines a process driven approach with meaningful communication for practical implementation of his clients' financial plans.
Chris earned his B.S. degree in Finance and Management from the University of Maryland University College.
Chris teaches Retirement Planning courses and Anne Arundel Community College and Howard County Community College.
Outside of the office, Chris enjoys spending time and traveling with his wife Barbara. He is an avid sportsman, enjoys playing golf, spending time with friendsand is actively involved in the community.
Chris holds his FINRA Series 7 and 66 registrations with Cambridge Investment Research, Inc.
Phone: (443) 482-5166
Victor S. Manlapaz, CFP® President and 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 educational and ethical requirements to earn the respected Certified Financial Planner™, CFP® designation. Victor holds his FINRA series 7, 24, 52, 63 & 65 securities registrations with Cambridge Investment Research, Inc. and is insurance licensed in Maryland.
Victor uses his knowledge and experience to help the clients of Legacy Financial manage their investments, minimize taxes and plan for the distribution of their legacy to the next generation.
In 1998, Victor married the love of his life, Eartha and they have a son.
When not spending time with their large extended families, they enjoy getting away to their 2nd home at the beach in Ocean City, MD. In his spare time, Victor enjoys reading, golfing, watching sports events and traveling.
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 wealth, meet your retirement objectives or protect your assets, sell your business or plan your estate, fund your children's college education or make a large charitable gift, Larry can help you achieve your financial planning objectives. In addition, he specializes in solving fringe benefit matters that may affect your business, practice, or employment.
Along with his impressive career as a financial planner, Larry earned his JD at the UCLA School of Law in 1972. He previously worked in private practice as an attorney in Sacramento, CA, where he performed legislative advocacy, association management, and consulting services.
Larry Briskin began his career in financial planning in 1987.
Larry holds the professional designations of Certified Financial Planner (CFP), Chartered Mutual Fund Counselor (CMFC) and is a member of the Financial Planning Association (FPA).
Larry is frequently published, providing articles on financial planning for attorneys to local publications such as Legal Times. He has also been featured in MONEY magazine and Bloomberg Personal Finance.
Doug graduated from VillanovaUniversity 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 financial planner.
Doug holds the designation of Chartered Retirement Planning Counselor ®. In addition, he has completed the FINRA Series 7 and Series 66 exams and holds the Maryland Life and Health insurance license. His expertise lies in retirement planning for married and domestic couples. Doug also believes that close, continual client contact is of utmost importance, especially during these turbulent times.
In his spare time, Doug is a board member for the Annapolis Film Festival and can often be seen at QuietWatersPark with his Pug, Mozart. He is also a very big fan of the Rolling Stones and runs one of the bands largest social networks.
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 utilizes a mix of investment and insurance products to help guide his clients' decisions. Charlie is a registered representative with Cambridge Investment Research, has successfully completed the FINRA sponsored series 6, 63 examinations and is a Certified Long Term Care Specialist.
Charlie lives in Crofton, Maryland and enjoys spending time with his two sons, extended family members, and a large group of wonderful friends.
Lorie takes a comprehensive approach to develop customized financial strategies for pre-retirees and those in retirement. She specializes in working with individuals, professionals and small business owners and their families. She also has a deep passion for working with women in transition.
Lorie's work helps her clients integrate thier personal and financial well being so they can build, preserver and empower their wealth and their legacy. Lories utilizes a unique and cross-disciplinary approach to create custom designed financial plans. She develops and recommends creative strategies appropriate to each client's unique goals and desires and then helps them implement and monitor those strategies.
Phone: (410) 897-9401 Extension 1019
As Investment Analyst, Kian supports Legacy Financial's investment management services by working with advisors to develop a variety of tailored investment solutions to complement our clients' long term goals. His role involves investment research, portfolio modeling.
Kian graduated cum laude from the University of Maryland, Baltimore County with a Bachelor of Science in Financial Economics and Political Science. Kian holds a FINRA Series 7 registration through Cambridge Investment Research, Inc.
Camille is the Operations Manager and Client Relationship Manager for Erin Willis Gay.
Phone: (410) 897-9401 Extension 1013
Lisa is the Client Relationship and Operations Manager for Christopher Gordon.
Phone: (443) 482-5166
Allison Solomon, RP
Paraplanner & Client Relationship Manager
Allison works as a Paraplanner and Client Relationship Manager for Patricia Kazumba and Larry Briskin. She provides support with a variety of tasks to prepare and administer financial plans, investment reviews and helping their clients meet their investment planning goals and objectives.
Allison is a registered admin and holds her FINRA Series 7 license with Cambridge Investment Research, Inc., a registered Broker/Dealer. She attended the College for Financial Planning, earning the Paraplanner RP® designation. Allison graduated from Franklin Marshall College with a B.A. in Psychology and an English minor. As a member of the Franklin Marshall Womens Lacrosse team, Allison was a two-time NCAA Champion.
Phone: 301-294-3950 Extension 1017
Brandi N. Kriewald
Administrative Support and Client Relationship Manager
Phone: (410) 897-9401
Patrick J. Byrne - "Joe" Administrative Support
Joe Byrne offers his many years of customer service experience to help support the advisors and clients of Legacy Financial. Joe is a dedicated family man and lives with his wife in Annapolis, MD.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC
Advisory Services offered through Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor.
The Cambridge Investment Research, Inc. Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, MA, MD, ME, MS, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, UT, VA, WA
Legacy Financial is an independent firm and is not affiliated with Cambridge Investment Research.