The time has come to formally introduce our presenting sponsor for The 5th Annual Pick-A-Charity Bash, Lambert Wealth Management Group of Northwestern Mutual. Repp Lambert has been a long time friend and trusted financial adviser to the leadership team at OVM Financial, and we are proud to shine the spotlight on his team and their efforts within the Hampton Roads community. Press play to hear why Repp wanted to be this year’s presenting sponsor.
[video_embed video=”4WxJtrdRv2U” parameters=”” mp4=”” ogv=”” placeholder=”” width=”700″ height=”400″]
Our Q&A Session With Repp
OVM: “What is the single best piece of advice you’d share with a potential client?”
Repp: “Create a budget early on in your career and set aside 20% of your income. Also, when you get pay raises or a bonus, save it. Save now and spend later…That should set you straight on the right path toward financial security.”
OVM: “What inspired you to pursue a career in the financial services industry?”
Repp: “When I got out of school, I thought I wanted to be an attorney like my father and brother (who are attorney’s locally). My father discouraged me from taking that path and advised me to begin working in the financial services industry. His financial adviser introduced me to the business, and it was probably the best piece of advice my father ever gave me.”
Repp: “Within the first year of my career, I paid a death claim. That made me realize the importance of bringing financial security to families. That moment made me realize that this wasn’t just a job, it was the opportunity to have a serious impact on families and businesses within our community.”
Financial planning requires a commitment of time—yours and Repp’s. He will work to understand your current personal and financial circumstances and your goals for the future. Repp will work to do more than determine a planning solution. He will build a strategy that is right for you. Together with Repp and his team, you will work to develop a financial plan that balances your short-term needs with your long-term goals.
Let Lambert Wealth Management Group help you ensure your financial future is all you want it to be, and enjoy bashing with them at The 5th Annual Pick-A-Charity Bash.