Repp H. Lambert II, CLU®
Wealth Management Advisor

Lambert Wealth Management Group

My Team

We are constantly committed to helping our clients whether they are concerned for their own financial needs or those of their family or business. If you have a problem or need assistance at any time, please let us know.

Repp H. Lambert II

Repp H. Lambert II, CLU®

Wealth Management Advisor
Office 757-314-4612

Repp Lambert joined Northwestern Mutual in 1996.  Since joining, he has built a team dedicated to providing financial security for professionals and business owners within the Hampton Roads community and beyond. Repp's strengths are understanding his clients' goals and objectives, while helping them make informed decisions. Repp is committed to being a knowledgeable resource for his clients by staying actively involved in his community and industry.

Repp was the past president of the Cape Henry Alumni Board, is a member of the Hampton Roads Estate Planning Council, and the National Association of Insurance and Financial Advisors (NAIFA). Repp has been recognized as a qualifying life member and Top of the Table by The Million Dollar Round Table. He has received the National Quality Award / NAIFA Quality Award every year since 2001 and the Financial Security Award in 2016. He has obtained his FINRA Series 6, 7, 63, & 65 securities licenses, as well as his Life, Health, Long-Term Care, and Annuity Licenses.

Repp and his wife Dana have been married for 18 years. They are both Virginia Beach natives and have a 16-year old son, Max. When they have time off, they enjoy spending time as a family at the beach and surfing on the North End of the Oceanfront.

B.J. Crook

B.J. Crook, CFP®, CLU®, ChFC®, RICP®, WMCP®

Associate Wealth Management Advisor
Office 757-314-4611

B.J. attended Virginia Tech and graduated with dual degrees in Financial Planning and Entrepreneurship Management. He started his career with Northwestern Mutual in May of 2009 and later joined Lambert Wealth Management Group in May of 2013. He has obtained his FINRA Series 6, 7, 63, & 65 securities licenses, as well as his Life, Health, Long-Term Care, and Annuity Licenses. B.J. earned his CERTIFIED FINANCIAL PLANNERTM certification in 2014, his Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations in 2016, his Retirement Income Certified Professional (RICP®) designation in 2018, and his Wealth Management Certified Professional (WMCP®) designation in 2019. B.J. resides in Virginia Beach with his wife, two sons, and dog, Ruthie. In his spare time, he enjoys playing men’s league baseball, watching sports, and spending time with his family.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM  and CFP®  (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Rachel T Wren

Rachel T Wren, RICP®

Director of Investments and Planning
Office 757-314-4647

Rachel started her career with Northwestern Mutual in 1995 as an Associate Financial Representative.   Rachel has also held the positions, Director of Administration, and Director of Client Services.  Rachel is licensed in life and health insurance, long term care insurance, and is also a Registered Representative of Northwestern Mutual Investment Services, LLC, holding her Series 7 & 66 securities registrations.

How can Rachel help you?

  • Prepare and update financial plans
  • Prepare investment proposals
  • Open and service investment accounts
  • Prepare performance reports and investment research
  • Trade and monitor investment accounts
Julie Kelso

Julie Kelso, CLU®

Director of Insurance Operations
Office 757-314-4607

Julie started her career at Northwestern in 1991 as an Associate Financial Representative.  Julie is licensed in life and health insurance, long-term care insurance and is a Registered Representative with Northwestern Mutual Investment Services, LLC.  She completed her Chartered Life Underwriter (CLU®) designation in 2009 through The American College.  Julie is a native of Richmond, Virginia.  She moved to Virginia Beach in 2003.  In her spare time she enjoys camping and spending time with family and friends.

How can Julie help you?

  • Facilitate underwriting and new business processes
  • Insurance policy changes and servicing
  • Insurance policy loans and billing
  • Provide in-force ledgers
  • Provide information regarding term conversions
  • Provide insurance reporting

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck