Laguna Beach
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Bart A. Zandbergen, CFP®
Founder, CEO
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Jon Lugo, CLTC®
Wealth Advisor
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Wyatt F. Gibbs
Wealth Advisor
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Sandi Killingback
Chief Administrative Officer, The Zandbergen Group
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Danielle Ouellette
Director of Operations
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Cory Persson
Investment Committee Head
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Jeff Anderson, CFA®
Director of Portfolio Solutions
Team Heinila
Dallas, Texas
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Scott Heinila, RICP®, CLTC®
Senior Wealth Advisor
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Nick Bernatowicz, RICP®, CLTC®
Retirement Income and CLTC Specialist
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Danielle Ramchandani
Director of Operations
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TEAM
Tim Rickey, CFP®
Wealth Advisor
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Forrest Millheim, CLTC®
Wealth Solutions Advisor
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Tony Kakuk, CFP®, MBA
Wealth Advisor
