Our Team

Bart A. Zandbergen, CFP^®

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.

Cory Persson

Investment Committee Head

Cory Persson is the Chief Investment Officer at Axxcess Wealth Management where he heads the investment committee for The Zandbergen Group. In this role, he is responsible for manager selection and portfolio construction on the Axxcess Platform, and he also strategizes on the maintenance and implementation of investment models. He oversees the Axxcess Allocator tool and works with our advisors to create and implement custom investment portfolios for their clients. Cory has a B.A. in Economics from Brigham Young University and is a CFA® charterholder and Certified Fund Specialist®.

Jeff Anderson, CFA®

Director of Portfolio Solutions

Jeff Anderson is a portfolio manager for Axxcess Wealth Management. Mr. Anderson spent nearly two decades in the hedge fund industry as a trader, analyst and portfolio manager, having worked for Millennium Management and Ancora Advisors. He has extensive experience in the alternative asset industry, including managing a multi-strategy portfolio as well as co-founding a private equity partnership, investing in private credit in addition to serving on the board of directors for two companies. Jeff is a CFA charterholder.

Danielle Ouellette

Director of Operations

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.

Sandi Killingback

Director of Client Experience

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.

Markie Davis

Associate Wealth Advisor

Markie Davis is an Associate Wealth Advisor at The Zandbergen Group, joining the firm in 2024. A graduate of California State University – Long Beach, she holds a Bachelor’s degree in mathematics and brings over five years of experience from a respected wealth management and insurance team. Markie specializes in comprehensive financial planning and investment analysis for high net-worth families, fostering personalized client relationships and creating financial plans tailored to their individual goals.