REPP LAMBERT - Key Persons
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the Senior Leadership Team
- Executive Vice President - Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President, Investment Products, President, Mason Street Advisors
Job Titles:
- Client Onboarding Specialist
From the moment a new client joins our firm, Breanna is there to guide them through the onboarding process. With a keen eye for detail, Breanna collects necessary client information and ensures all paperwork is completed and processed in a timely manner. In addition to walking clients through this process, Breanna also oversees insurance servicing and other critical operations tasks. In everything she does, Breanna always takes to heart her role in helping clients work toward their financial and emotional goals.
A Colorado native, Breanna and her husband are currently making the most of their time in Virginia, where her husband is stationed with the Navy. Both are avid outdoors people, and they enjoy spending their free time together hunting, fishing, and hanging out with their two dogs. When Breanna's not riding her horse, she's often working out, baking, or hosting friends and family at her house.
Job Titles:
- Investment Operations Associate
Brian wears many hats, often balancing his time between preparing investment proposals, helping clients, or serving as a liaison between clients and our strategic partners. Whether he's walking clients through the rollover process or assisting our advisors in developing financial plans, his goal is to provide high-quality service. Brian strives to always be an efficient and effective member of the team.
As a powerlifter, it should come as no surprise that Brian spends much of his free time at the gym. He's a self-proclaimed sports fanatic and will watch whatever game is currently on, though football and soccer are his favorites. In his free time, Brian enjoys spending time with his family by relaxing on the beach, cooking a good meal together, or watching a movie.
Job Titles:
- Member of the Fixed Income Team
Job Titles:
- Senior Research & Portfolio Analyst, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Director / Portfolio Manager, Private Client Services
Deva enjoys connecting with clients daily as she maintains the team's calendars by scheduling, confirming, and rescheduling appointments. She also helps direct clients to the appropriate team member or resource when they may have questions or specific needs.
In her professional career, she graduated from college with a BS in Engineering, MBA in Business Management and started her career out of college in the telecom industry.
Deva is from the Inland Empire of Southern California that is 50 miles from the Pacific Ocean and 70 miles from the Big Bear and Lytle Creek Mountains. She has fond memories of beaching at the coast during the summer to climbing mountains in the fall, and where she met her husband of more than 34 years.
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Portfolio Management Specialist, Private Client Services
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.
Job Titles:
- Financial Security Professionals
Job Titles:
- Vice President - NMWMC Investment Management & Research, Vice President - Mason Street Advisors
Job Titles:
- Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Director / Senior Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Fixed Income
Job Titles:
- Senior Investment Consultant Advisor Recruiting
Job Titles:
- Senior Research Analyst, NMWMC Research
Job Titles:
- Member of the Senior Leadership Team
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Consultant
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- Planning Analyst
- Financial Planning Analyst
As a financial planning analyst, Kenzie works closely with clients to help create customized plans that address their present needs and future goals. She carefully considers each client's values, desires, and risks, and helps them determine what it will take for them to achieve financial independence and freedom.
Kenzie's primary goal is to help every client feel at ease and prepared to handle any financial scenario while preparing for retirement. If clients have questions throughout the planning process, Kenzie often serves as their first point of contact.
Since joining in 2021, Kenzie has worked diligently to be an efficient and positive addition to the team. Her focus is always on making sure clients feel valued and understood.
Kenzie lives in Chesapeake with her husband and enjoys spending time with her friends and family. On the weekends, she loves catching a concert or hanging out on the beach. To relax after a long day, Kenzie and her husband like cooking together and planning their next travel destination.
Job Titles:
- Portfolio Manager Specialist, Fixed Income
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
- Senior Director, Advisory Investments
Job Titles:
- Member of the Fixed Income Team
- Chief Portfolio Manager, Fixed Income
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- Director of Investments and Planning
With nearly 30 years of experience in the financial industry, Rachel plays an integral role in our firm's operations. Not only does she oversee our trading, investment, planning, and insurance departments, but she manages our team's internal workflow and processes, ensuring each staff member is equipped to serve our clients with excellence. Some of her duties include facilitating team training, organizing company events, maintaining our practice's compliance standards, coordinating communication between our team and clients, and overseeing our staff's professional development.
Overall, her goal is to embolden the team so each person at Altura has the resources they need to serve our clients with efficiency, competency, and excellence. With an innate drive to help others reach their potential, an eye for details, and a passion for serving, she is a vital resource for both our team and clients.
In her free time, Rachel enjoys spending time with people she loves, whether she's making dinner with her family, tubing down a river with her friends, or hanging out on the beach. A Yorktown native, she loves being able to enjoy the water year-round and spend her summers crabbing off a pier or fishing near her childhood home. She loves just about anything outdoors, from bike riding to reading, which she has found is a great way to motivate oneself personally and professionally.
Job Titles:
- Member of the Large Cap Equity Team
- Associate Portfolio Manager, Equities
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
Job Titles:
- Research Specialist, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Private Client Services