Repp H. Lambert II
Wealth Management Advisor


Lambert Wealth Management Group

Meet Our Team

As a financial advisor for Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. With the support of a dedicated staff, we stand committed to providing you the best client service possible. If you have a problem or need assistance at any time, please let us know.

 
B.J. Crook

B.J. Crook, CFP®, CLU®, ChFC®, RICP®

Associate Wealth Management Advisor
Office 757-314-4611

B.J. started his career at Northwestern Mutual in 2009 as a Financial Representative Intern.  After two years in the internship, B.J. realized this was the career path for him and became a full-time Financial Representative in 2011.  B.J. then became an Associate Wealth Management Advisor with Repp Lambert’s team.  B.J. is licensed in life and health insurance, long-term care insurance, and is a Registered Representative of Northwestern Mutual Investment Services, LLC.  B.J. earned his CERTIFIED FINANCIAL PLANNERTM certification in 2014, his Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations in 2016, and his Retirement Income Certified Professional (RICP®) designation in 2018.  He is a graduate of Virginia Tech, where he earned dual degrees in Financial Planning and Entrepreneurship Management.  B.J. is currently a member of the Virginia Tech Alumni Association.  He has also been a member of Financial Planning Association and Relay for Life, serving as a Team Captain four times.  B.J. resides in Virginia Beach with his wife and son, and enjoys sports, concerts, and spending time with his friends and family.

How can B.J. help you?

  • Conduct annual client reviews
  • Prepare and update financial plans
  • Prepare investment proposals
  • Review portfolios and provide market updates
  • Prepare performance reports and investment research
  • Trade and monitor investment accounts

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.

 
Julie Kelso

Julie Kelso, CLU®

Associate Financial Representative
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
 
Angela Marie Whitner

Angela Marie Whitner

Director of Marketing and Client Services
Office 757-314-4625

Angela started her career at Northwestern Mutual in 2015 after graduating from Western Michigan University in December 2014. She started as a financial representative before joining Repp’s team full time in March 2016. Angela is licensed in life and health insurance, long-term care insurance and holds FINRA registrations series 6 and 63. In her spare time she enjoys playing sports, hiking, and spending time with her family and friends.

How can Angela help you?

  • Schedule/reschedule appointments
  • Servicing insurance policies and brokerage accounts
  • Expedite client questions/concerns
  • Update client information
  • Referral processing
 
Rachel T Wren

Rachel T Wren

Associate Wealth Management Advisor
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
 
 

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