Gary is the Founder of Cora Wealth Management, headquartered in Southern New Jersey. As a Wealth Management Advisor, Gary has a passion for helping his clients build a bridge between their current financial lives and the lives they dream of, by taking clients through a holistic financial planning process.

Gary has been with Northwestern Mutual since 2008. In 2012, Gary was appointed Managing Director of the Mount Laurel, NJ district office. In 2018, he decided to re-focus solely on his vision for his personal practice. Alongside his team, he has grown his vision into what is now Cora Wealth Management.

Gary lives in Mullica Hill with his wife Dana and their two children Evan and Juliana. Gary enjoys spending time with his family and friends, golfing, playing basketball, working out - when he finds time, attending sporting events, and concerts. Gary also enjoys coaching his son Evan’s baseball and basketball teams.

Charmaine is the Co-Founder and Chief Operating Officer at Cora Wealth Management. Charmaine works closely with clients to implement their planning strategies. Charmaine oversees the management and day to day operations of the CWM team. Charmaine brings her financial planning expertise, 15+ years of experience, and excellent interpersonal skills to enhance the CWM planning process and the overall client experience. Her goal is to maintain the level of client service our clients deserve.

Charmaine holds various state licenses for Life, Health, Long-term Care, and Variable Annuities. She also holds the Series 6 and Series 63 securities registrations with FINRA.

Charmaine holds a MSc in Biomedical Research from King’s College London and an undergraduate degree from NYU. She spends her free time traveling, reading, indulging in her artistic side, and spending quality time with her family and friends.

Mark is the Director of Insurance Operations at Cora Wealth Management. Mark utilizes his experience and expertise in financial planning to assist in Cora Wealth Management’s wholistic planning process. Specializing in insurance-related services, he holds various state licenses for Life, Health, Long-term Care, and Variable Annuities.

How can Mark help you?

• He is the point of contact for all new client’s insurance needs and helps onboard them to our platform.
• He works closely with Gary to evaluate clients’ needs and goals and to cultivate comprehensive financial plans.
• He can answer questions related to the servicing of your insurance accounts.
• He is an expert in walking clients through the insurance application and the underwriting process.

Mark graduated with a Bachelor’s degree in Finance from Catholic University of America. He spends his free time traveling, especially to attend sporting events and concerts. He is also a huge Philadelphia sports fan.

Julia is the Client Service Manager at Cora Wealth Management. Julia is completing her bachelor’s degree in mathematics at The College of New Jersey.

As our Client Service Manager, Julia specializes in assisting our clients with insurance-related services.

How can Julia help you?

• She assists with all new client’s onboarding to our platform.
• She can answer questions related to the servicing of your insurance accounts.
• She helps the team with expediting insurance applications and the underwriting process.
• She can aid you with onboarding and navigating through our online client portal to manage your insurance planning.
• She can schedule time for you to meet with the team regarding your planning.

Julia spends her free time golfing, reading, and enjoying time with friends and family. Julia is an avid cat lover, and especially loves her rescue cats Maggie and Jerry.