OakHeart Financial Group

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Jeff Rohr, Private Wealth Advisor serving the Midlothian, VA area - Ameriprise Advisors

Jeff Rohr

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jeff Rohr's website
Erik Ott, Financial Advisor serving the Midlothian, VA area - Ameriprise Advisors

Erik Ott

CFP®, APMA®

Financial Advisor

Visit Erik Ott's website
Michael Hancock, Private Wealth Advisor serving the Midlothian, VA area - Ameriprise Advisors

Michael Hancock

CFP®, JD

Private Wealth Advisor

Chief Executive Officer of OakHeart Financial Group
Visit Michael Hancock's website
Joseph Feola, Private Wealth Advisor serving the Midlothian, VA area - Ameriprise Advisors

Joseph Feola

CFP®

Private Wealth Advisor

Chief Financial Officer of OakHeart Financial Group
Visit Joseph Feola's website
Kristen Hardy, Private Wealth Advisor serving the Midlothian, VA area - Ameriprise Advisors

Kristen Hardy

CFP®

Private Wealth Advisor

Chief Operating Officer of OakHeart Financial Group
Visit Kristen Hardy's website
Edwin Yowell, Financial Advisor serving the Midlothian, VA area - Ameriprise Advisors

Edwin Yowell

APMA®

Financial Advisor

Visit Edwin Yowell's website
Laura Pittman, Financial Advisor serving the Midlothian, VA area - Ameriprise Advisors

Laura Pittman

CFP®, APMA®

Financial Advisor

Visit Laura Pittman's website
Lindsey Johnson, Financial Advisor serving the Midlothian, VA area - Ameriprise Advisors

Lindsey Johnson

APMA®

Financial Advisor

Visit Lindsey Johnson's website
Richard Monroe, Associate Financial Advisor serving the Midlothian, VA area - Ameriprise Advisors

Richard Monroe

Associate Financial Advisor

Investment Specialist
Visit Richard Monroe's website
Paige Ryan, Financial Advisor serving the Midlothian, VA area - Ameriprise Advisors

Paige Ryan

Financial Advisor

Visit Paige Ryan's website

Team

Stacy Higgins

Stacy Higgins

Operations Director

Personal Intro

  • BS in Business Administration, Longwood University ‘99
  • Married to Kevin with 2 children, Christopher and Elsie
  • I love to travel, play outside with our kids, try new wineries, read, knit, yoga and enjoy the sunset at our house!

Roles & Responsibilities

  • Manages day to day office procedures.
  • Handles bookkeeping and payroll.
  • Facilitates strategic goal planning.
  • Available for client questions.
View more
Holly Grimm

Holly Grimm

Business Development Manager

Personal Intro

  • Masters of Education Elementary - University of Minnesota-Twin Cities
  • I live in Crozet with my partner, James, and child, Ansel.
  • I love running as much as possible, playing outside with my family, visiting local wineries and traveling to new places.

Roles & Responsibilities

  • Promotes client engagement through virtual and in person event coordination.
  • Curates social media content to provide connection and value to our community.
  • Facilitates community service opportunities, donations and sponsorships aligned with OakHeart Financial Group's mission and core values.
  • Available for client questions.
View more
Terri Meenan

Terri Meenan

Client Service Manager

Personal Intro

  • Trains and manages the client service team
  • B.A. in Liberal Arts, Bucknell University
  • Married to Dan and mom to Carrie, Annie (Virginia Tech ), and James (Western Albemarle High School ).
  • I love to garden, attend sporting events and spending time with my family and friends.

Roles & Responsibilities

  • Liaison to your advisor providing comprehensive client service and implementation of advisor recommendations.
  • Available for client questions.
View more
Helen Bilodeau-Kielbasa

Helen Bilodeau-Kielbasa

Client Relationship Manager

Personal Intro

  • B.A. in Interdisciplinary Social Sciences specializing in Gerontology and Social Work, University of South Florida.
  • Married to Jody with three children: Camille, Luke and Juliet.
  • I love reading, walking, cooking, eating, traveling and spending time with my family.

Roles & Responsibilities

  • Liaison to your advisor providing comprehensive client service and implementation of advisor recommendations.
  • Available for client questions.
View more
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

Roles & Responsibilities

  • Liaison to your advisor providing comprehensive client service and implementation of advisor recommendations.
  • Available for client questions.
View more
David De La Ree Valencia

David De La Ree Valencia

Client Relationship Manager

Personal Intro

David grew up in Blacksburg, VA and now lives in the Fan in Richmond. In his spare time, David enjoys being outdoors, riding his bicycle, spending time with friends and family, and attending live music events.

Qualifications

  • Bachelor of Science in Applied Economic Management from Virginia Tech with a concentration in Financial Planning.

Roles & Responsibilities

  • Liaison to your advisor providing comprehensive client service and implementation of advisor recommendations.
  • Available for client questions.
View more
Shanice Gray

Shanice Gray

Client Relationship Manager

Personal Intro

  • M.Ed. in Elementary Education and B.A. in Anthropology, University of Virginia 2011.
  • Currently building a house in Louisa with my spouse, Maureik.
  • I enjoy spending time with my family, traveling to new places, and relaxing at the beach.

Roles & Responsibilities

  • Liaison to your advisor providing comprehensive client service and implementation of advisor recommendations.
  • Available for client questions.
View more
Emma Gordon

Emma Gordon

Client Relationship Manager

Personal Intro

  • Graduated from Wichita State University in 2015 with a B.A. in Art History.
  • Currently living in Lynchburg, VA with husband, Michael and two sons, Jacob and Allan.
  • In my free time, I enjoy baking, hiking, gardening and watching St. Louis Cardinal's baseball (Go Cards!)

Roles & Responsibilities

  • Liaison to your advisor providing comprehensive client service and implementation of advisor recommendations.
  • Available for client questions
View more
Shane Feist

Shane Feist

Client Relationship Manager

Personal Intro

  • I was born and raised in Bismarck, North Dakota and currently live in Palm Desert, CA.
  • I have a Bachelors Degree in Accounting from Missouri Western State University where I received a golf scholarship.
  • I played golf professionally for 8 years before transitioning into financial services.
  • In my free time I enjoy playing golf, guitar, and cheering for the Minnesota Vikings.

Roles & Responsibilities

  • Liaison to your advisor providing comprehensive client service and implementation of advisor recommendations.
  • Available for client questions.
View more
Cierra Hensel

Cierra Hensel

Client Relationship Manager

Personal Intro

  • Majoring in Environmental Science at CSU San Bernardino.
  • I was raised in San Diego, CA and currently live in Rancho Mirage, CA.
  • In my free time I love hiking, pilates, traveling and spending time with my friends, family and Cavalier King Charles Spaniel.

Roles & Responsibilities

  • Liaison to your advisor providing comprehensive client service and implementation of advisor recommendations
  • Available for client questions
View more
Davis Boyd

Davis Boyd

Client Relationship Manager

Personal Intro

  • I attended Virginia Tech and graduated in 2017 with a Bachelor of Science in Packaging Systems and Design.
  • I live in the near west-end of Richmond with my fiance Mackenzie and our puppy Berkeley.
  • In my free time I enjoy playing golf and soccer, as well as hanging out with friends, cooking, and reading!

Roles & Responsibilities

  • Liaison to your advisor providing comprehensive client service and implementation of advisor recommendations
  • Available for client questions
View more
Will Elvgren

Will Elvgren

Financial Planning Specialist

Personal Intro

  • B.S. in Business Administration with a concentration in Finance, Christopher Newport University 2021
  • Born and raised in Charlottesville, VA
  • Will enjoys running, hiking, mountain biking, and trying new restaurants in his free time
View more
Stephanie Denholm

Stephanie Denholm

Marketing Specialist

Personal Intro

  • Holds a BS in Elementary Education from Longwood University
  • Lives in Richmond with husband Kyle, daughters Mackenzie and Hailey, and fur baby Roxy.
  • In her free time she loves watching her daughter's activities, running, playing in the great outdoors and traveling as much as possible.

Roles & Responsibilities

  • Assists the Business Development Manager with marketing, events and advertising.
  • Available for client questions.
View more
Bryan Hancock

Bryan Hancock

Operations Specialist

Personal Intro

  • B.F.A. in Film, University of Southern California.
  • Former Triathlete
  • I enjoy reading, exercising, and walking my two bernedoodles.
View more
Tammie Broaddus

Tammie Broaddus

Client Service Coordinator

Personal Intro

  • B.A. in Economics and B.A. in Political Science, Mary Washington University.
  • Mother to three - Sophie (Director of Business Development, Optum), Will (Brewing Operator at Molson Coors, Anne (fifth grade teacher).
  • I enjoy sporting events, music, reading, and the outdoors.
View more
Betsy Hancock

Betsy Hancock

Administrative Assistant

Personal Intro

  • B.S. in Nursing, Salisbury University
  • Married Michael in 1989 and we have 3 grown children: Erik, Bryan & Kelly
  • After a 23 year career as a Neonatal Intensive Care Nurse, I retired in 2006 to manage the home and family.
  • In my free time I enjoy traveling, running, hiking, reading, wine tasting and spending time with family and friends.

Roles & Responsibilities

  • Travel coordinator
View more
Cheryl Reynolds

Cheryl Reynolds

Office Manager

Personal Intro

  • B.S Business Administration and Management, Virginia Commonwealth University
  • Married to David and we have 2 daughters.
  • Love my family time, the beach, exercising, cooking, and traveling. Did I mention I love the beach?
View more
Patrice Hester

Patrice Hester

Client Service Specialist

Personal Intro

  • I was born and raised in Charlottesville, VA.
  • In my free time I enjoy spending time with my family and hanging out with our beta fish, Ben
  • I enjoy reading, shopping, traveling and waterfall hikes
  • Despite living in VA my whole life, my favorite football team is from Texas!
View more
Jared Ankersen

Jared Ankersen

Intern

Personal Intro

  • Currently a Senior at Christopher Newport University acquiring my B.S. in Business Administration with a concentration in Finance.
  • I am from Stafford, Virginia
  • In my free time, I enjoy working out, cooking new recipes, hiking, and listening to music.
View more
Clark Melton

Clark Melton

Intern

Personal Intro

  • Currently studying Accounting at PVCC
  • Born and raised in Charlottesville, VA
  • Enjoys hiking, music, and keeping up with friends & family
View more
Gabe Splett

Gabe Splett

Intern

Personal Intro

  • Fourth year student at Christopher Newport University studying accounting and finance.
  • Born and raised in Germany, but has spent the last ten years in Northern Virginia.
  • Enjoys playing soccer, riding his motorcycle, and listening to music.
View more
Gabrielle Cope

Gabrielle Cope

Intern

Personal Intro

  • Second Year at the University of Virginia studying Accounting
  • From Longview, Texas
  • Has a small jewelry business she runs in her free time

Roles & Responsibilities

  • Assist Business Development Manager with marketing and business development tasks.
View more