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. started his financial planning career in 2009 as an intern. 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).