Bruce Lacey is a financial advisor with De Groote Financial Group, LLC in Thousand Oaks, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Girard Securities, Inc. and United Capital Financial Advisers, Inc. from 2009 to 2022. De Groote Financial Group provides discretionary wealth and investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and employer plans. The firm manages approximately $750 million in discretionary assets across about 400 client relationships, utilizing ETFs, mutual funds, individual bonds and equities, and allocations to third-party managers and private placements.

Douglas De Groote is a CFP® professional with 29 years of industry experience. He is a principal at De Groote Financial Group, LLC, where he has worked since 2013. Prior to that, he held roles at Girard Securities, Inc. and Crowell, Weedon & Co. Outside of his advisory work, he serves as CFO for Freedom Square, a web-based platform focused on American-made goods and services, and is CEO of Lunch With 4 Interesting People, an event facilitation app for advisors. De Groote Financial Group provides discretionary investment management, wealth management, and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, including high-net-worth clients. The firm manages over $1.2 billion and employs a multi-manager approach that includes mutual funds, ETFs, individual securities, proprietary model portfolios, and third-party managed accounts.