Jeff Baumhoer, CFP® established Grand Oak Wealth management after 27 years of experience working for a large investment firm.  Over these 27 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™ designation 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 19 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.
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Devon Puryear joined Grand Oak Wealth Management as the Branch Administrator to provide exceptional client service. Office administration responsibilities include overseeing appointment setting and schedules, and processing deposits and transactions.

Devon attended The University of North Carolina, Greensboro where she obtained a Bachelor's Degree in Hospitality Management with a minor in Business Administration.  She worked in the Hospitality industry for 6 years for Intercontinental Hotels in Savannah, GA and Greenwood Communities and Resorts on Hilton Head Island.  Devon joined the financial industry in 2015 where she continues to use her skills gained from her hospitality career to serve clients and build one on one relationships.

In addition to her duties as a Branch Administrator, Devon is active in organizations in her community. She enjoys spending time with her 2 young children Aubrey and Carter, as well as boating here in the Lowcountry