Jeff Baumhoer, CFP® established Grand Oak Wealth Management after 30 years of experience working for a large investment firm.  Over these 30 years, Jeff's focus on getting to know his clients and their goals has helped him build long standing personal relationships.  By founding his own private practice, Jeff felt he would be able to create an even more personal experience for his clients.

After graduating in 1989 with a bachelor's degree in business administration from Truman State University, Jeff relocated from St. Louis, Missouri to his home in the South Carolina Lowcountry.  In addition to building a successful practice serving clients, Jeff also trained and mentored many new advisors.  He served as Regional Leader for 5 years and became a partner in his prior firm.

Jeff earned his CERTIFIED FINANCIAL PLANNER™ certification in 2003.  Since then he has focused on a comprehensive approach to helping his clients achieve their financial goals.  This involves listening to what is most important to his clients then using that information to develop a plan that is tailored to their needs and priorities.

In his free time he enjoys fishing, boating, and just enjoying the special opportunities offered living in coastal South Carolina.

Kevin Braddock joined Grand Oak Wealth Management after 8 years of experience working for a large investment firm.  Kevin’s goal in joining this private practice is to create an even more personalized advising experience for his clients while helping them work toward achieving their financial goals.

Kevin is a 2003 Clemson University graduate with a bachelor’s degree in financial management.

Originally from New Jersey, Kevin has lived in South Carolina for 20 years and currently resides in Estill, SC. He also spends a large amount of time on Saint Helena Island at his family’s home. He has been involved in giving back to the community in which he lives and was the president of the Hampton County Chamber of Commerce, a member of the Hampton County Rotary Club, and a member of the Hampton County Economic Development Board. Kevin looks forward to not only remaining involved in the Hampton County community but also becoming a part the Beaufort County business community as well.

Kevin is married to Mary Braddock of Estill, SC and together they have two young daughters, Anna and Whitley.

Jeff Violette joined Grand Oak Wealth Management as the Branch Administrator to provide exceptional client service.

Jeff comes from New Orleans and relocated to South Carolina in 2012 with his family. A graduate of Louisiana State University with a Bachelor of Science degree in Business Administration, Jeff also holds a Master’s degree in Exercise and Wellness from Eastern Kentucky University.

Prior to his move to South Carolina, Jeff worked in the property/casualty and life/health insurance industries and then expanded into affiliation with a financial practice that places an emphasis on long-range planning and long-term care. Jeff’s lifelong commitment to sports and health led him to serve as a wellness coach for clients across the United States, which he views as complimentary to his work in the financial industry, as he believes financial health and physical health are both required for a balanced life. He enjoys watching men’s and women’s SEC sports, working out, spending time with his wife, Jayne, and visiting their daughter, Alexis, who is in medical school at MUSC in Charleston.