Repp’s Approach As An Advisor

Repp’s biggest concern as an advisor is making sure his clients feel confident in their financial plan and on track to achieve their goals. He works diligently behind the scenes to ensure his clients are able to enjoy their day-to-day lives without worrying about their financial well-being.

Repp prides himself on being a good listener and taking the time to understand what concerns his clients have and how he can help. By being genuine and honest with others, Repp treats his clients how he would want his own family to be treated.

Finding His Way

Repp was born and raised in Virginia Beach, and he spent many of his adolescent years surfing in his hometown, in Outer Banks, and across the globe. As a multi-sport athlete, he was highly competitive—a trait he carried into his professional life. Not only did financial services give him the freedom to grow and run his practice on his terms; it was a way to make an incredibly positive impact on the lives of others. During his first six months in the business, he delivered a death claim to a client that saved their family business—and he knew he was in the right career. Today, he’s incredibly grateful to have pursued this profession that allows him to work closely with others and make a difference in their lives.

Designations and Industry Involvement

As a driven advisor who strives to provide exceptional service for his clients, Repp is continually pursuing opportunities to learn and grow. He has earned his Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations, and he is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the HR Estate Planning Council. In 2022, he was recognized as one of Forbes’ Best-in-State Financial Security Professionals.

Community Involvement

As a sixth-generation small-business owner, Repp is passionate about serving and being involved in his local community. Alongside his Sigma Phi Epsilon fraternity brothers, Repp regularly supports his university and sponsors events for the first-responder “Honor Fund.” He also served four years as president of the Cape Henry Collegiate alumni board.

Life Outside of Work

With a primary residence in Virginia Beach and a home in Nags Head, North Carolina, Repp and his wife Dana enjoy spending much of their time in or near the water. Now that their son Max is away at college, they spend lots of time together going to dinner, golfing, and visiting with friends and family. Whenever time allows, Repp also enjoys going on surf trips with his son Max.

Forbes Best-in-State Top Financial Security Professionals list (July 2022 & July 2023), based upon data as of December 31st of the preceding year. Research and ranking provided by SHOOK Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

B.J.’s Approach As An Advisor

As the team’s self-proclaimed “planning nerd,” B.J. spends the majority of his time helping clients reach their goals through tailored financial independence planning. Working with both families and businesses, B.J. serves as an educator, guide, and partner to his clients.

B.J. is incredibly detail oriented, and he’s happy to walk his clients through the ins and outs of their financial plan or investment strategy. He continually keeps an eye on the road ahead, helping clients stress test their financial preparedness and gain confidence in their ability to achieve financial independence, whatever that looks like to them.

Who He Works With

B.J. enjoys working with a diverse set of clients, and whatever their profession or net worth, he finds he can bring the most value to people who are genuine, open-minded to new ideas, and realistic in their expectations.

Some of B.J.’s current clients include retired and active military members, small-business owners, sales professionals, and physicians.

Designations and Industry Involvement

As part of B.J.’s commitment to excellence, he is a member of the Financial Planning Association (FPA) and has obtained several notable industry designations including:

• CERTIFIED FINANCIAL PLANNER™ Certification
• Chartered Life Underwriter® (CLU®)
• Chartered Financial Consultant® (ChFC®)
• Retirement Income Certified Professional (RICP®)
• Wealth Management Certified Professional (WMCP®)
• Chartered Special Needs Consultant® (ChSNC®)

Education and Background

B.J. earned a dual major from Virginia Tech in Financial Planning and Business Management with a focus in entrepreneurship, innovation, and technology. While in college, B.J. knew he was good with numbers, but wanted to pursue a career where he could develop deep, long-standing relationships with people. After learning about financial planning, he knew that was the right career track for him.

B.J. interned with Northwestern Mutual for two years and after graduation became a full-time agent in 2011. In 2013, he joined Repp at Altura as an associate before becoming a partner in 2022.

Family Life

B.J. lives in Virginia Beach with his wife Sarah, their three kids Nolan, Grant, and Kate, and their dog, Ruthie. Originally from Chesapeake, B.J. and his wife still have plenty of family in the area and enjoy spending most of their free time with them whenever possible. In fact, during the summer, B.J. coaches his son’s baseball team alongside his father-in-law and brother-in-law.

B.J. enjoys watching sports, playing in his local men’s baseball league, going to live concerts, and getting in the water as much as he can. When he and his wife can get away for the night, they opt for a nice dinner out together (chicken wings are B.J.’s favorite).