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 earned his Chartered Life Underwriter (CLU®) designation in 2019.

Repp and his wife Dana are both Virginia Beach natives and have a son, Max. When they have time off, they enjoy spending time as a family at the beach and surfing in the Outer Banks or at 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
 

Mary Sojourner

Associate Financial Representative
Office 804-346-5466

Mary is a graduate of Clemson University, with an A.B. degree in French. Mary also holds her Life and Health License. Mary first joined Northwestern Mutual in October 2010. She is from South Carolina and made her move to Virginia in 1969. She consideres herself a native Virginia. In her spare time she is inviolved with volunteer activities, church groups, classes at the "Y," backgammon with friends, and reading mystery and suspense novels.

 

How can Mary help you?

  • Scheduling and rescheduling meetings
  • Expiditning client service questions
 
Wyatt Lee Marschang

Wyatt Lee Marschang

Insurance Coordinator
Office 757-640-1700

Wyatt is United States Air Force Veteran who started his career with Northwestern Mutual in 2109, becoming a Financial Representative Assistant in 2020. Wyatt hold his Life and Health insurance license. He is native to central Illinios but has been living in Hampton Roads since 2014. In his free time, Wyatt enjoys woodworking and blacksmithing.

 

How can Wyatt Help ou?

  • Oversees entire application process
  • Liaison between clients, Financial Represenatives, Home Office, and outside broker services.
  • Insurance servicing
 
Erin Kathleen Mooring

Erin Kathleen Mooring

Director of Marketing
Office 757-640-1700

Erin is a Radford University graduate with a degree in Communication and Marketing. Erin is a Chesapeake native, and recently moved back to Hampton Roads after spending three years on the West Coast. In 2018 Erin started her career at Northwestern Mutual in San Diego, California, as an Agent Assistant.  She then moved up to Associate Financial Representative and later joined the network staff, as a Sales Execution Team Leader.  Erin now holds the title of Director of Marketing and Client Relations.  In her free time, she enjoys kayaking, snowboarding, diving, and traveling.  Erin is passionate about country music and makes it to as many concerts as she can.

 

How can Erin help you?

  • Coordinate client appreciation and charity events
  • Coordination with vendors
  • Referral processing
  • Expedite client questions/concerns
  • Update client contact information
  • Schedule/reschedule appointments
  • Service insurance policies
 
 

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