RJ Whitelock brings over a decade of experience in financial services to Evans Wealth Strategies, where he focuses on helping clients build comprehensive, values-driven financial plans. A proud graduate of Pennsylvania State University, RJ holds a broad range of credentials including the Certified Financial Planner^® certification, as well as AEP®, ChFC®, and CLU® designations from The American College of Financial Services. He also maintains Life, Accident, and Health insurance licenses, along with FINRA Series 6, 7, 63, 66, and 26.

RJ began his financial services career in 2012 with New York Life and has extensive experience in life, disability, and long-term care insurance—as well as a deep understanding of annuity products. He uses this foundation to craft holistic plans that support his clients' long-term goals and personal values.

In addition to his client work, RJ is actively engaged in the community. He currently serves on the board of the Estate Planning Council of the Lehigh Valley and has held leadership roles with several local nonprofits, including the Small Business Council of the Lehigh Valley Chamber of Commerce and Lehigh Valley Aging in Place.

Outside the office, RJ is a family man who enjoys spending time with his wife and two daughters. He's an avid traveler, passionate about exploring new destinations, trying new restaurants, and visiting local breweries and distilleries. Whether he's on a run or planning his next adventure, RJ brings the same energy and curiosity to life as he does to helping clients thrive financially.

RJ is currently accepting new clients and would love the opportunity to learn more about your financial goals. Reach out to schedule a complimentary consultation and see how he can help support your path forward.