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® certification and Certified Divorce Financial Analyst™ designation. 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 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 is a proud parent of his two children that both attend Penn State University. In his new found free time as an empty nester, he enjoys staying active through skiing, cycling, and yoga.
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. CA Insurance License 0F10130. Resident state: MD.
*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® certification and Certified Divorce Financial Analyst™ designation. 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 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 is a proud parent of his two children that both attend Penn State University. In his new found free time as an empty nester, he enjoys staying active through skiing, cycling, and yoga.
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. CA Insurance License 0F10130. Resident state: MD.
*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 holds a Bachelor of Science in Management from Tulane University, where she majored in both Finance and Marketing. Her academic foundation laid the groundwork for a successful career in the investment industry, which she began in 2004. Over the years, she has honed her expertise in investment planning and portfolio construction, developing a deep understanding of financial markets and the intricacies of personal wealth management.
What truly sets Laura apart is her ability to simplify and explain complex financial concepts, ensuring her clients feel confident and informed about their financial decisions. Whether helping individuals plan for retirement, invest for long-term goals, or manage portfolios, Laura approaches each client with a tailored, client-centric focus. She values long-term relationships built on trust, open communication, and a deep commitment to her clients’ financial well-being.
In addition to her professional accomplishments, Laura brings a personal warmth and genuine care to her work. She believes that understanding the unique needs and goals of each client is key to providing effective financial advice. Her approach goes beyond numbers, focusing on how financial strategies can positively impact her clients’ lives and future aspirations.
Outside of her professional life, Laura is deeply rooted in her community. She resides on Capitol Hill with her husband, Dan, and their two young children, Addison and Dean. Life with two active kids means Laura is often found juggling the demands of their busy schedules, which include gymnastics, theater and soccer. Despite the full plate, Laura makes time for her own passions, including staying active through regular workouts, attending live music events, and traveling to new and exciting destinations. Whether it’s a family trip or a quick getaway, Laura loves exploring new cultures and environments, enriching both her personal life and professional perspective.
What truly sets Laura apart is her ability to simplify and explain complex financial concepts, ensuring her clients feel confident and informed about their financial decisions. Whether helping individuals plan for retirement, invest for long-term goals, or manage portfolios, Laura approaches each client with a tailored, client-centric focus. She values long-term relationships built on trust, open communication, and a deep commitment to her clients’ financial well-being.
In addition to her professional accomplishments, Laura brings a personal warmth and genuine care to her work. She believes that understanding the unique needs and goals of each client is key to providing effective financial advice. Her approach goes beyond numbers, focusing on how financial strategies can positively impact her clients’ lives and future aspirations.
Outside of her professional life, Laura is deeply rooted in her community. She resides on Capitol Hill with her husband, Dan, and their two young children, Addison and Dean. Life with two active kids means Laura is often found juggling the demands of their busy schedules, which include gymnastics, theater and soccer. Despite the full plate, Laura makes time for her own passions, including staying active through regular workouts, attending live music events, and traveling to new and exciting destinations. Whether it’s a family trip or a quick getaway, Laura loves exploring new cultures and environments, enriching both her personal life and professional perspective.
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. 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