Who We Are

The People Behind the Process

Because your retirement deserves more than a formula.

At Grounded Oaks, we lead with people, not projections. Our story started in 1987, and has built a foundation that has earned trust and built prosperity for our clients. Learn more about our process and the dedicated team who makes dreams become reality. We look forward to working with you!

What Sets Us Apart

These are the principles that guide every conversation, every strategy, and every client relationship.

Trust: We earn it in every interaction, from the first call to every milestone you reach.

Integrity: We do what we say—every time.

Positivity: We believe consistent, strategic action creates better outcomes.

If that sounds like the kind of relationship you’ve been looking for, we’d love to connect.

Meet the Team

Jeff Augspurger – Senior Wealth Advisor

Jeff Augspurger – Senior Wealth Advisor Jeff Augspurger started his financial planning business in 1987 and became a fiduciary in 2011.  He loves working to help people retire with a raise.  His approach is holistic – he works to increase investment management, increase tax efficiency, and establish legacies that last for generations. Jeff has worked hard to surround himself with a team of specialists to make sure every aspect of a client’s financial goals is addressed. He enjoys spending time with his wife, Peg, and their nine children, bowhunting, reading, and time in the garden.

Jason Strough – Wealth Advisor

Jason Strough started a career as a Wealth Advisor in 2021 and is a fiduciary. His mission to help others "Create Wealth - Budget for Lifestyle - Impact Others" drives his holistic approach to advising. Because of his prior education experience, Jason is committed to educating his clients through the strategies and tools used to create the customized financial plan that every client deserves! He is active in his local Rotary group and Professionals with a Purpose, organizing service projects and raising support for local non-profits. Outside of work, Jason is a husband and father of three. He and his family enjoy being outside on hikes as well as the competitive board game and card game evenings with friends and family.

Kevin Pummill – Wealth Advisor

Kevin has been helping retirees navigate the complexities of financial planning for more than six years. His passion is educating clients and guiding them through the challenges of retirement with clarity and confidence. Building strong, lasting relationships has been the foundation of his practice. Kevin holds the National Social Security Advisor (NSSA®) certification, the Certified in Long-Term Care (CLTC®) designation, and earned his Series 65 license in 2025. These credentials reflect his commitment to comprehensive retirement planning and fiduciary responsibility. Outside of work, Kevin enjoys spending time with his wife and their three children. As a family, they love traveling, hiking, and making memories together — from nature trails close to home to the occasional trip to Disney World.

Caleb Graybeal – Wealth Advisor

Caleb Graybeal grew up in a small town in central Illinois called LeRoy. He grew up racing cars all over the Midwest, as well as playing various other sports throughout high school. He went on to graduate with a Marketing-Sales degree from Illinois State University. Caleb started his career in the insurance industry working for a couple of different State Farm Agents. After 7 years working with home and auto insurance, Caleb decided to transition into the retirement space in 2022 specializing in Medicare, Long-term Care, Life Insurance and Retirement Planning. Caleb quickly found a passion for helping people and works diligently to make sure his clients are in the best spot possible. Over the past couple years, Caleb has received his National Social Security Advisors certificate, is Certified in Long Term Care, and passed his Series 65 exam to become an Investment Advisor Representative. In his free time, Caleb enjoys camping, snowmobiling, golfing, and spending time with his family. He loves watching his team, the Dallas Cowboys, play on Sundays, as well as attending Illinois football and basketball games.

Lorri Tyler – Executive Assistant

Lorri Tyler is originally from central Illinois. She and her husband, Jay moved to Florida 10 years ago. Lorri joined Jeff's office in 2002. Prior to that she owned 4 businesses, which gives her a diverse wealth of experience in managing the office and also building relationships with each client. She enjoys the daily interaction with clients on the phone and through emails making sure that they each know they are a priority to the office. In her spare time Lorri enjoys trips to Illinois and Alabama to see her 2 sons and 5 grandchildren, riding their Harley Davidson motorcycle, snorkeling and tending to plants in her greenhouse.

Credibility You Can Count On

Our work is grounded in relationships, not accolades, but we’re honored by the recognition we’ve received along the way.

Five Star Wealth Manager Award — 6-time recipient (2019–2025
Featured in Forbes, The Wall Street Journal, and Seattle Magazine
Best of North Kitsap — Reader’s Choice Winner (2020, 2021, 2023, 2024)
Best of the Best — Kitsap Sun (2022, 2024)
20 Under 40 — Leadership Kitsap Community Award (2020)
Guest on KCIS630am’s Morning Devotion with Mark Holland
Interviewed on Investing for Success Radio – AM1440 Wall Street Business Network

Ready to see what it’s like to work with an award-winning team that puts your goals first?