Erin G. Willis
President and CEO
Erin is the Founder & CEO of Legacy Financial and a financial advisor to his personal clients.
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 attended the College for Financial Planning and earned the designation of Accredited Wealth Management Advisor (AWMA).
He is a Registered Financial Consultant (RFC) and a member in good standing with the International Association of Registered Financial Consultants.
He attended the Institute of Business & Finance to earn the Certified Fund Specialist (CFS) 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.