Meet Our Team
De Groote Financial Group has brought together a team of specialists to ensure our clients receive efficient, expert and friendly service.
While we cannot control the markets, we can control the experience. We work hard to make sure we are always providing an exceptional experience.
Collectively, the De Groote team prides itself on being problem solvers and will go the extra mile to make sure we help you throughout the process.
Please feel free to share your input as we are always striving to improve.
Doug De Groote
Doug is a Certified Financial Planner™ (CFP®) with an MBA in Financial Planning, and is an active member of the Financial Planning Association (FPA). Before establishing De Groote Financial Group, Doug founded the United Wealth Management division of United Capital. Prior to that, Doug was a partner at Crowell, Weedon and Co. He regularly contributes to a variety of financial and general media.
Doug’s passion, and what he believes, is that everyone deserves the opportunity; they deserve to have the freedom and responsibility to be pro-active in achieving independence and financial success.
Doug’s life is focused around his family, wife and three children, and making sure they get the foundation that is necessary for them to have the awareness of the opportunities that abound in our great country.
Doug helps increase his client’s awareness and success, to identify and take advantage of opportunities that present themselves and help protect them from some of the pitfalls or obstacles that are thrown in our paths. With regards to their financial circumstances, Doug helps his clients identify their goals, plan for various outcomes and manage their assets to help them make their vision a reality.
Chief Investment Officer
Scott specializes in devising alternative investment strategies for De Groote Financial Group. He is a frequent speaker on the topics of wealth management, portfolio management, and the macroeconomic and investment landscape, and he is an award-winning author of numerous articles that have appeared in a variety of industry trade journals. Scott holds the Certified Investment Management Analyst (CIMA®) designation and has earned Investment Strategist, Advanced Investment Strategist, and Alternative Investments Certificates from the Investment Management Consultants Association (IMCA). He is FINRA Series 7, 24, 63, and 65 licensed.He received a BS degree in Mathematics from the University of California, Irvine, and MBA the University of Massachusetts, Amherst.
Chief Operations Officer & Client Relationship Manager
Fadi works with clients to ensure an exceptional experience. He coordinates and assures the planning process and wealth management tools are at your fingertips to provide the clarity you deserve and the transparency and access to all your accounts. Fadi ensures the data and information is reflective in our planning software. All changes and updates flow through his desk and he coordinates those changes with the rest of our team.
Sarah is a financial advisor who follows our Stewardship Financial Planning process with each and every client to help navigate through the complex dimensions of their financial lives. She cuts through the noise to focus on what really matters to make sure clients’ financial lives are in sync with their core values. During her free time, she enjoys traveling, trying new foods, hiking and spending time with her family. She graduated from San Diego State University with a Bachelor of Science in Business Administration with an emphasis in Marketing. She is Series 65 licensed.
Michelle is typically the first person you will speak to when we answer the phone. She manages the calendars and ensures meetings are booked. Michelle is a key member of our team by making sure you get to the right person and that the client experience is always exceptional and evolving to be better.
Tina ensures our clients receive the best possible service by providing them with the needed communications to keep them up to date and well informed. She works closely with our team to ensure clients have access to their accounts, aggregation software and that our operations reflect the service you deserve. Tina is the first person you should call if you have any questions about our processes. During her free time, she loves to run, read and spend time with her family and kids. She graduated from Concordia College with a Bachelor of Arts in Psychology/Sociology.