As the Co-Founder of the firm, C.J. specializes in helping families with their financial strategy and financial transformation journey by connecting their life goals to our WealthWise Mapping Framework.

C.J. began his career in 1999 as an Investment Management Analyst for Salomon Smith Barney (now Morgan Stanley Smith Barney). As an analyst, he assisted in the portfolio manager selection and performance monitoring of the portfolios of various non-profit and institutional clients in Washington DC.

Although investment analysis was of great interest to C.J., the desire to see clients successfully achieve their lifetime goals and to guide them along that journey was a growing motivating force within him. In 2004, he decided to transition his career from being an Investment Analyst to becoming a Financial Advisor. This transition began with Bank of America and Wells Fargo Advisors.

In 2009, C.J. recognized that the tax liability on his clients’ income and wealth was increasing and causing clients to keep less of what they earned. He envisioned partnering with a tax firm that would collaborate in providing effective wealth and tax management services toward improving client goals over time. After an exhaustive interview process, he chose to partner with Hundley CPAs Corporation (“HCPAs”). In 2015, HCPAs became Hundley Burn LLC.

In 2019, C.J. founded Wealth Transition Advisors LLC so that he could maintain his independence and also focus on providing his specialized services exclusively for families and small businesses.

In 2024, C.J., Dennis Gerkhardt, Mark Friedrich and Robert Thomaier decided to enhance the services they provide their client relationships by starting WealthWise Advisors LLC together.  The firm now consists of 3 office locations (Budd Lake, NJ, Branchburg, NJ and Greensboro, GA), 4 financial advisors and 3 Advisor Assistants.

C.J. holds the Chartered Retirement Planning Counselor® designation (CRPC®) from the College of Financial Planning. Individuals that hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process utilizing models and techniques from real client situations. C.J. also received his Bachelor of Science in Finance from the University of Maryland, College Park, Md.

C.J. resides in the Culver Lake area of Branchville, NJ. He enjoys being a volunteer coach for various youth sports, playing soccer, golf, basketball, boating, jet skiing, doing yard work, upgrading his pick-up truck, learning new trades and spending time with his children (Evan, Dylan and Josie), dog (Maizie Blu), clients and their families.

*CRPC conferred by College for Financial Planning.

Investment  |  Risk Management   |   Income   |   Legacy

Mark was born and raised in Westfield, New Jersey.  He is a graduate from Westfield High School and The University of Hartford, located in West Hartford Connecticut.  At the University of Hartford he majored in Finance and Risk Management.  In college, he was elected Vice President of the Finance Club and Vice President of the Insurance Society.  He was also elected to the Executive Board of his fraternity, Sigma Phi Epsilon.

In 1993, Mark started his career with Prudential Financial in Warren, NJ where he completed his Life Underwriter Training Counsel Fellow designation or LUTCF. Mark has successfully completed the Fairleigh Dickinson University Financial Planning certificate program and met the rigorous education, examination, experience, and ethics requirements necessary to become a CERTIFIED FINANCIAL PLANNER™ professional.

In 1995, Mark decided to join American Express Financial Advisors in Bridgewater, NJ.  At American Express Mark earned the prestigious Mercury award.  In June of 1997, Mark decided to become an independent financial advisor and not to be tied to a proprietary firm. This decision, which remains central to his approach today, allows him more flexibility and a greater choice of options for his clients.

In his leisure time, Mark enjoys golfing with friends and family. In October 2007 at the charity YMCA golf Outing, Mark got his first hole in one.

Mark has been married to Crystal since 1997 and enjoys spending quality time with his three children, Morgan, Taylor, and Carson.

Investment   |  Risk Management   |   Income   |   Legacy

Investment   |  Risk Management   |   Income   |   Legacy

Investment   |  Risk Management   |   Income   |   Legacy

Jeudy Cordero, more commonly known as ‘JC’, attended William Patterson University where he graduated with a BA degree in Finance. Currently, JC is an executive assistant for the WealthWise team, being an integral asset to all administrative issues. He helps with account service-related forms, money & asset transfers, set up client review meetings, and much more. Most noteworthy is that above all else, he focuses on a goal of providing the highest quality of customer service to every individual client here at WealthWise.

With a passion for assisting families in pursuing their financial goals and aspirations, JC would like to get the licenses required to become a Financial Professional and continue his career at WealthWise. To JC, being a Financial Professional is much more than simply helping to manage people’s finances. He has a strong fundamental belief that as a Financial Professional, his purpose is to help the clients live the best versions of their lives today without jeopardizing their goals of tomorrow. 

 When JC isn’t in the office, he likes to spend his time with his wife and daughter and as he puts it they are, “always going on adventures and making great memories,” whether it’s by riding the waves of the ocean together or having a family picnic in the park. With a calling to help others & having a grounded set of beliefs, we’re happy to say that JC truly embodies what it means to be part of the WealthWise team.

Investment   |  Risk Management   |   Income   |   Legacy

Investment   |  Risk Management   |   Income   |   Legacy

Taylor Friedrich, originally from Flemington, New Jersey, is currently a junior at Louisiana State University. She serves as an Executive Assistant Intern at WealthWise Advisor Group, where she supports daily operations and helps deliver a seamless client experience. Known for being detail-oriented and reliable, Taylor takes pride in contributing to an organized and efficient environment for both clients and team members. Outside of work, she enjoys golfing, staying active through fitness, and spending time with friends. She is also passionate about creativity and entrepreneurship, running a small business where she designs and sews custom pieces.