Our Associates

J. Christopher Brown, Jr.

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™ (CFP®), Certified Divorce Financial Analyst™ (CDFA®)* and Accredited Domestic Partnership Advisor, (ADPA®). See Chris’ Qualifications to learn more about these designations.

    He continues to serve on the Board and as the Treasurer for 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.

    Education

    • University of Maryland,College Park
    Laura P. Markoff

    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 financial 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. 

      Education

      • Tulane University
       Paula Warner

      Paula Warner

        • Client Associate
        Meritis Wealth Management, Inc. eagerly welcomed Paula in 2016, recognizing her wealth of administrative and professional experience.  In addition to a bachelor’s degree in Organizational Management from Nyack College, Nyack, NY, she spent 15 years in the corporate law field, and then directed the administrative aspects of a local and prominent private school for 17 years.  

        She is passionate about her work which is easily seen through her unmatched enthusiasm and professionalism in the service she provides clients. Paula is the first point of contact for any operational or administrative questions relating to accounts.

        Raised in New Jersey, Paula and her husband of over 30 years live in Rockville, MD, and are blessed with two adult children.  When away from the office, Paula enjoys traveling and most importantly spending time with her family.

        Education

        • Nyack College,NY