About Us

The Zandbergen Group is an exclusive wealth management firm that specializes in serving those with significant wealth. Our team’s deep experience is rooted in designing distinctive solutions for individuals and families with investible assets above seven or eight figures.

We offer sophisticated advice, services, and investment solutions that are explicitly aligned with your interests and goals. Each component of the wealth management process is reviewed with an extraordinary level of attention to your personal needs to maximize your time, relationships, health, and money.

Our Mission Our Process

Our goal is to provide clients financial peace of mind, allowing you time to focus on creating true wealth for a purposeful life. We strive to help you realize your financial goals through integrity, commitment, and genuine caring for your well-being.
Our process starts by aligning your vision and values with your wealth plan through personalized financial planning. This unique, client-centered process is a successful process we have used for over 30 years with hundreds of clients. You created your wealth through your life accomplishments, now we are here to help you protect, grow, and live out that fulfilled life.

Axxcess Wealth Management

The Zandbergen Group is affiliated with Axxcess Wealth Management who has a stellar reputation in the financial industry.


There are many benefits for you at our new firm and numerous reasons why we chose Axxcess:

  • Over $4B Assets on the Axxcess Platform
  • Multiple custodial relationships (Schwab, TD Ameritrade, Morgan Stanley, Goldman Sachs, Wells Fargo/First Clearing)
  • State of the art technology
  • Advanced portfolio management systems
  • Registered Investment Advisor (RIA)

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Bart A. Zandbergen

Founder, CEO

Bart Zandbergen is an esteemed Certified Financial Planner® and the Founder and CEO of The Zandbergen Group. With almost three decades of advising clients in wealth management, he is a nationally recognized authority in financial planning and investment advising as well as a Certified Divorce Financial Advisor®.  Bart has devoted his career to guiding clients to live a life full of purpose and financial freedom through personalized financial planning.

>>Meet Bart

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Letitia S. Berbaum

Wealth Advisor, COO

Letitia Berbaum is Wealth Advisor and COO of The Zandbergen Group and is dedicated to providing quality investment and strategic planning solutions to her clientele. Passionate about helping clients navigate the intricacies of investing, she specializes in wealth management, wealth transfer strategies, and strategic planning for business owners who desire an exit plan.

>>Meet Letitia

Zandbergen Group - Tish Berbaum - Senior Partner
Zandbergen Group - Tish Berbaum - Senior Partner

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Letitia S. Berbaum

Wealth Advisor, COO

Letitia Berbaum is Wealth Advisor and COO of The Zandbergen Group and is dedicated to providing quality investment and strategic planning solutions to her clientele. Passionate about helping clients navigate the intricacies of investing, she specializes in wealth management, wealth transfer strategies, and strategic planning for business owners who desire an exit plan.   >>Meet Letitia

Meet The Team

Director of Client Experience

Sandi Killingback

Sandi has been working with Bart and his team since 2018. At The Zandbergen Group, Sandi nurtures and takes excellent care of our client relationships and supports the onboarding of new clients. Sandi is a talented innovator who works with our Operations team to enhance the services that we offer to clients and makes sure we maintain excellent communication with our clients.

Her entire career has been focused on client services, and she has been a concierge for a list of elite clients. Sandi obtained her Bachelor of Science degree from the University of Texas in Business Management, though she was born and raised right here in OC. 

 

When not looking after The Zandbergen Group’s clients, Sandi can be found spending time with her husband, Randy, her baby girl Camryn, and her dog, Coco. In her spare time, she is an avid reader, enjoys live music, and dabbling in art.

Sandi Killingback - Zandbergen Group
Danielle Ouellette - Zandbergen Group
Director of Operations

Danielle Ouellette

Driven, determined and hardworking, Danielle’s experience in both luxury real estate and mortgage have proven to be an invaluable asset in wealth management. A South County native who currently calls Laguna Beach home, she transitioned into the field of luxury residential real estate after receiving a Master’s in Public Administration in 2012.

Working with the guidance of one of the industry’s best and most accomplished leaders, Danielle has gained a unique perspective in assisting clients with bringing their most important goals to fruition. At The Zandbergen Group on Bart and Letitia's team, she has access to a variety of tools and cutting-edge resources to help client's meet their financial goals while providing exceptional customer service. 

 

Danielle loves the ocean, being an active member of the community, and currently sits on the board of directors for Surf and Turf Therapy-a local non-profit organization that is devoted to improving the lives of children with disabilities through surfing.

Portfolio Manager

Cory Persson

Cory serves as the Director of Investments at Axxcess Wealth Management. His focus is on portfolio research and investment allocation, assisting clients and advisors in the selection and oversight of investment strategies.

He is a CFA® charterholder and a Certified Fund Specialist®. Prior to joining Axxcess Wealth, Cory worked for several years at an RIA with over $150MM in assets where he oversaw research, trading, investment operations, and portfolio allocation.

Cory has a bachelor’s degree in economics from Brigham Young University and lives with his wife and their two daughters in Newport Beach. He holds his Series 65 license.

Cory Persson - Zandbergen Group
Alexis Brock - Zandbergen Group
Marketing Manager

Alexis Brock

Alexis facilitates and oversees marketing and business development initiatives for Axxcess Wealth Management. Her high level of expertise is extended to the advisors on the Axxcess Platform. Working as a liaison with advisors in all campaign management and client communication.

Alexis received her B.A. in International Business with a concentration in East Asia from the University of California, San Diego. She is currently pursuing her MBA with a concentration in Global Policy.

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