RJ Whitelock

RJ comes to Cornerstone with 10+ years of experience in Financial Services. As an Advisor, RJ works directly with financial advisors, attorneys, and accountants to provide advanced, personalized, and customized insurance plans to best meet their clients’ planning objectives. His proactive approach ensures that these plans remain aligned with client objectives, adapting to their evolving needs as well as changes in legislation.  

With a B.A. in Communications from Pennsylvania State University, RJ’s ability to effectively communicate and understand clients’ needs sets him apart in the industry. He holds multiple licenses, including Life, Accident, and Health, as well as FINRA Series 6, 63, 7, 66, and 26 licenses. Currently pursuing the prestigious CLU® designation through The American College of Financial Services, RJ continuously hones his expertise to offer top-notch service to clients.

RJ’s passion lies in expanding our 1802 Insurance business, which partners with advisors to deliver the most advantageous insurance products available in today’s market. Through our strategic relationship with M Financial, RJ ensures access to unique products that set up apart from traditional insurance carriers.

Beyond his professional endeavors, RJ is actively involved in the Estate Planning Council of the Lehigh Valley and serves on the board of the Small Business Council for the Greater Lehigh Valley Chamber of Commerce. 

When he is not immersed in the financial world, RJ cherishes quality time with his family, including his wife, Rebecca, and their two delightful daughters, Elise and Lainey. RJ's adventurous spirit takes him on runs, exploration of local breweries and distilleries, sampling new culinary delights, and discovering new destinations through his love for travel.