OakHeart Financial Group

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

Michael S Hancock

Michael S Hancock

Private Wealth Advisor

Visit Michael S Hancock's website
Joseph Feola

Joseph Feola

Private Wealth Advisor

Visit Joseph Feola's website
Kristen Hardy

Kristen Hardy

Private Wealth Advisor

Visit Kristen Hardy's website
Michael Rodriguez

Michael Rodriguez

Financial Advisor

Visit Michael Rodriguez's website
Laura Pittman

Laura Pittman

Financial Advisor

Visit Laura Pittman's website

Team

Stacy Higgins

Stacy Higgins

Operations Director

JoAnne Weaver

JoAnne Weaver

Business Development Manager

Terri Meenan

Terri Meenan

Client Relationship Manager

Helen Bilodeau-Kielbasa

Helen Bilodeau-Kielbasa

Client Relationship Manager

Paige Ryan

Paige Ryan

Client Relationship Manager

Isaac Grant

Isaac Grant

Client Relationship Manager

Personal Intro

  • B.S. Business Administration: Financial Planning, Liberty University 2019
  • Married to my wife, Breanna, since September 2019
  • I enjoy cooking, walking my labradoodle, and playing soccer in my free time
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Richard Monroe

Richard Monroe

Investment Specialist

Tammie Broaddus

Tammie Broaddus

Client Service Coordinator

Betsy Hancock

Betsy Hancock

Administrative Assistant

Zach Hiter

Zach Hiter

Intern

Will Elvgren

Will Elvgren

Intern

Personal Intro

Junior at Christopher Newport University

Majoring in Business with a focus in Finance

Minoring in Leadership Studies

  • I love hiking and exploring the outdoors
  • I enjoy volunteering with my fraternity at Riverside Elementary School
  • Fun fact: I am a total car nerd!
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Sejal Patrikar

Sejal Patrikar

Intern