Our Team

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.

Rick Wedell

President & Chief Investment Officer | RFG Advisory

Stephanie Farris

Affiliation Associate | RFG Advisory

Ashley Kidwell

Practice Development Strategist | RFG Advisory

Gibson Bosworth

Advisor Brand Manager | RFG Advisory

Letitia Berbaum

About

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Blue Sands Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

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