About Us
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
J. Christopher Brown, Jr.
- Managing Partner
J. Christopher Brown, Jr.| Managing Partner
Chris graduated from the University of Maryland, College Park in 1998 and began a career in the telecommunications industry. Although the industry itself was intriguing, he eventually realized that his desire to make a difference in the lives of others was not being satisfied.
During his quest to find an occupation that fulfilled this desire, his father was terminally diagnosed with cancer. After his passing, Chris felt inadequate to help his widowed mother navigate through the financial affairs. He was frustrated by the lack of professionals that seemed willing to genuinely assist, but were quick to bill for their time.
The silver lining of this experience is that it helped Chris to find his calling.
In 2004, Chris began his career as a financial advisor and eagerly worked with widows, being able to relate to their stress. In the years that followed he received referrals from those going through a marital separation since many of the same planning principles apply. While Chris finds helping others navigate through difficult periods of transition to be quite rewarding, he certainly enjoys working with couples, families, and single individuals as well. His goal is to have a positive impact on his clients’ lives.
To better serve his clients, Chris has obtained the CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst™ and Accredited Domestic Partnership Advisor. See Chris’ Qualifications to learn more about these designations.
He is a member of the D.C. Academy of Collaborative Professionals – a group focused upon alternative dispute resolution methods related to divorce. Chris also remains a member of the Maryland chapter of Collaborative Dispute Resolution Professionals as well as the International Academy of Collaborative Professionals. He was initially trained in the Collaborative process in 2012 in addition to 30 hours of mediation training in 2013.
Chris currently resides in Potomac, MD with his wife, Patty, two quickly growing children, Christopher and Alyssa, and their family pooch, Chester. While his true passion is skiing, he tries to stay active through running, cycling, and yoga in the non-winter months.
Visit FINRA's BrokerCheck to review Chris Brown’s “U4”. A U4 report is monitored by Financial Industry Regulatory Authority, Inc. (FINRA), a private regulatory corporation for the securities industry. This report details any infractions or security violations of the individual broker. Spoiler alert, his is whistle clean.
*The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
Chris graduated from the University of Maryland, College Park in 1998 and began a career in the telecommunications industry. Although the industry itself was intriguing, he eventually realized that his desire to make a difference in the lives of others was not being satisfied.
During his quest to find an occupation that fulfilled this desire, his father was terminally diagnosed with cancer. After his passing, Chris felt inadequate to help his widowed mother navigate through the financial affairs. He was frustrated by the lack of professionals that seemed willing to genuinely assist, but were quick to bill for their time.
The silver lining of this experience is that it helped Chris to find his calling.
In 2004, Chris began his career as a financial advisor and eagerly worked with widows, being able to relate to their stress. In the years that followed he received referrals from those going through a marital separation since many of the same planning principles apply. While Chris finds helping others navigate through difficult periods of transition to be quite rewarding, he certainly enjoys working with couples, families, and single individuals as well. His goal is to have a positive impact on his clients’ lives.
To better serve his clients, Chris has obtained the CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst™ and Accredited Domestic Partnership Advisor. See Chris’ Qualifications to learn more about these designations.
He is a member of the D.C. Academy of Collaborative Professionals – a group focused upon alternative dispute resolution methods related to divorce. Chris also remains a member of the Maryland chapter of Collaborative Dispute Resolution Professionals as well as the International Academy of Collaborative Professionals. He was initially trained in the Collaborative process in 2012 in addition to 30 hours of mediation training in 2013.
Chris currently resides in Potomac, MD with his wife, Patty, two quickly growing children, Christopher and Alyssa, and their family pooch, Chester. While his true passion is skiing, he tries to stay active through running, cycling, and yoga in the non-winter months.
Visit FINRA's BrokerCheck to review Chris Brown’s “U4”. A U4 report is monitored by Financial Industry Regulatory Authority, Inc. (FINRA), a private regulatory corporation for the securities industry. This report details any infractions or security violations of the individual broker. Spoiler alert, his is whistle clean.
*The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
Contact
Education
- University of Maryland,College Park
Laura P. Markoff
- Vice President
Laura graduated from Tulane University with a Bachelor of Science in Management degree in Finance and Marketing. She started her career in the investment industry in 2004 and has since specialized in investment planning and portfolio construction. She has a strong ability to communicate complex topics in an easily understood manner. With a dedicated concern for clients and their financial well-being, Laura’s commitment to service is easily evident in her approach with each relationship. Laura currently resides on Capitol Hill with her husband, Dan, and their young children, Addison and Dean. In her limited free time while not chasing after two toddlers, Laura enjoys yoga and traveling.
Contact
Education
- Tulane University
Heather McGolerick
- Senior Registered Account Administrator
Heather McGolerick graduated from George Mason University with a B.A. degree in Communications. She has over 25 years of experience in the financial industry. As a client service professional, Heather is committed to providing efficient, comprehensive service, while also ensuring our clients’ satisfaction. She spent 15 years at Wells Fargo Advisors where she was honored with the award of Distinguished Service Professional. Heather currently resides in Arlington, Virginia with her husband and two children. She enjoys fitness classes, cheering on the Washington Capitals and traveling with family and friends.
Contact
Education
- George Mason University