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Gerry Wilson Bogart
Manager of Client Service and Underwriting
12 years with Cornerstone
25 years in industry

Gerry is responsible for underwriting negotiations and processing of life insurance. Her duties also overlap into the insurance client service area. She holds her PA Agent Life/Accident/Health Insurance license and a FINRA Series 6 and 63 Registered Representative.
 

Rachel Lower, CLU
Senior Insurance Analyst
B.A. from Temple University
11 years with Cornerstone
14 years industry experience

Rachel manages the Insurance Client Service Team located in our Allentown office. She also monitors and reviews client’s insurance portfolios for their estate planning programs for appropriateness to their ever changing situations. She holds her PA Agent Life/Accident/Health Insurance license, is a FINRA Series 6 and 63 Registered Representative and has obtained her Charted Life Underwriter (CLU) designation. She is currently pursuing her Chartered Financial Consultant (ChFC) designation.
 



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Securities Offered Through M Holdings Securities, Inc.
A Registered Broker/Dealer, Member FINRA/SIPC
Investment Advisory Services Offered Through Cornerstone Financial Consultants, Ltd.
Cornerstone Financial Consultants, Ltd. dba Cornerstone Advisors is independently owned and operated.
Cornerstone Financial Consultants, Ltd. and their registered representatives are presently licensed to sell securities products in PA, DC, MA, MD, VA, & NC.
Residents of other states should consult with a local registered representative for securities products. Proper state registration is mandatory prior to conducting business in any state.