Our Team

 

Repp H. Lambert II , CLU®

Co-Founder

Office 757-314-4612


Email

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

Co-Founder

Office 757-314-4611


Email

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Rachel T Wren , RICP®, WMCP®

Director of Investments and Planning

Office 757-314-4647


Email

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Huyen Dieu Stewart

Director of Insurance Operations

Office 757-314-4607


Email

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Kenzie Shipe

Financial Planning Analyst

Office 757-314-4614


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Mary Sojourner

Associate Financial Representative

Office 804-346-5466


Email

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