Letitia S. Berbaum AIF®,CEPA®
Letitia Berbaum AIF®, CEPA®, is the Founder and Wealth Advisor for Blue Sands Wealth. Her dedication to delivering investment and strategic planning for her esteemed clientele is results-driven and personalized. With a passion for guiding clients through the intricacies of investing, Letitia specializes in wealth management, strategic planning, and wealth transfer strategies, with a keen focus on aiding business owners seeking exit plans. Additionally, she provides insightful support for widows managing their financial affairs independently.
Often referred to as the “voice of reason,” Letitia derives immense satisfaction from educating clients on tools and resources aimed at achieving rewarding, long-term outcomes. Her greatest fulfillment lies in empowering others with essential insights, enabling them to make informed decisions that directly influence their financial futures and propel them toward their goals.
Before founding Blue Sands Wealth, Letitia gained experience as a Co-Founder at The Zandbergen Group, and at Optivest Inc., where she also held roles as Financial Advisor at LPL Financial and Wells Fargo. Through these positions, she cultivated a multifaceted skill set that inspired her desire to lead as an entrepreneur.
George has been in the wealth management business for over 30 years, with a focus on private investors. George has held senior positions at Deutsche Bank, Nuveen Investments, and the Citibank Private Bank.
Raised by a family of educators, George believes that the foundation for investor success begins with collaborative education between the advisor and client. The advisor must thoroughly understand the client’s individual financial situation, goals and priorities. Likewise, the client must have a jargon-free understanding of their investment portfolio and how it is tailored to meet their specific needs. George believes that this process is not static. It requires a partnership of ongoing and high-touch communication to help clients navigate evolving markets and life’s changing circumstances.
George joined Blue Sands Wealth for the depth of its investment capability, flexibility to meet individual investor needs, and commitment to continual monitoring and service. He believes that this combination allows him to provide clients with a rewarding investment journey.
Based in Ketchum, Idaho, George enjoys an active outdoor lifestyle with his wife and two boys. When he is not advising clients, you can find him golfing, skiing Bald Mountain or fly-fishing the region’s scenic waters.
George Berridge
Senior Wealth Advisor
Savanna Westmoreland
Client Service Associate
Savanna Westmoreland is a Client Service Associate at Blue Sands Wealth, where she brings a strong foundation in wealth management and client relations to her role. A graduate of the University of South Florida, she began her wealth management career at a registered investment advisory firm. At the firm she spent four years on the multifamily office team supporting high-net-worth clients. Her experience in this environment strengthened her expertise in operational efficiency, client communication, and delivering a consistently high standard of service.
Originally from Orlando, Florida, Savanna spent seven years in Atlanta, Georgia before relocating to Auburn, Alabama, where she continues to build her career in financial services. Savanna enjoys staying active through the Peloton and loves exploring Auburn’s local food and coffee scene. In her free time, she enjoys reading on her front porch and spending time with her family. Often known for her professionalism, attention to detail, and dedication to client success, she brings a thoughtful, service-driven approach to every relationship she supports at Blue Sands Wealth.
Rick Wedell
President & Chief Investment Officer | RFG Advisory
Ashley Kidwell
Practice Development Strategist | RFG Advisory
Paul Wankmueller, CMT®
Investment Solutions Specialist | RFG Advisory
Patrick Sittner
Senior Portfolio Strategist | RFG Advisory
