Our Team
Your Skilled Guide:
Manage your wealth with care.
At Oakstead Wealth Management, we’ll guide you through life’s most important financial decisions with clarity and care. Lauren DeGroot is a fiduciary asset manager who is dedicated to helping you manage and protect what matters most: your retirement, your family, and your legacy.
Lauren DeGroot
President & Financial Advisor
Lauren has worked in the financial industry in various roles for over fifteen years. Prior to becoming a financial advisor in 2013, she spent five years training financial advisors on appropriate use of long-term care insurance and annuities. She has conducted several national speaking engagements for both advisors and their clients and has been featured as a guest speaker on radio shows in Florida and Nebraska.
Over the past decade, Lauren has presented more than one hundred seminars on the topics of Social Security Strategies, Retirement Income Planning, Tax-Efficient Retirement, and Long-Term Care Planning.
Lauren is a licensed Investment Advisor Representative of Commonwealth Financial Network and a licensed insurance agent. She holds a Bachelor's degree in Business Economics from California State University, Long Beach, where she competed for four years for their Division 1 Women's Basketball program, serving as captain her junior and senior years. Following college, Lauren continued her basketball career in Europe, playing professionally in Poland, Spain, and Germany.
In her spare time, Lauren enjoys spending time with her family and serving in her community.
Kali Crane
Head of Operations
Kali Crane serves as Head of Operations at Oakstead Wealth Management, where she plays a key role in ensuring a seamless and high-quality client experience. With more than 20 years of experience in the financial services industry, Kali brings a deep understanding of both advisory operations and client service excellence.
At Oakstead Wealth Management, Kali oversees day-to-day operations, client onboarding, and administrative functions, helping ensure that every client interaction reflects our practice's commitment to thoughtful, personalized service. Her attention to detail, organizational expertise, and dedication to excellence make her an integral part of the Oakstead team.
In her spare time, Kali enjoys spending time with her husband and children, and serving in her church and community.
Proudly partnering with Commonwealth
The Oakstead Difference:
Guiding your financial future.
When we meet together, we’ll combine concierge-level service with a welcoming environment, always nurturing your success. Once you sit down with us, you’ll see us as your ongoing support system.
Make a choice that changes your financial trajectory.
Now is your chance to confidently pursue your full financial potential. Connect with Oakstead Wealth Management today.