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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Ted Lampert

Director of Operations


Ted Lampert was born and raised in Norfolk and graduated from Norfolk Academy.  He joined the practice in 2013.  He is insurance licensed and primarily handles office and workflow management.  He also handles almost all...

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Zachary Lampert, CLU®, ChFC®

Financial Advisor


Zach Lampert was born and raised in Norfolk, graduated from Norfolk Academy with honors, and then graduated from Virginia Tech with honors and majors both in Finance and in Human Resource Management. He started his career in 2005 and...

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