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 Hancock

Michael Hancock

CFP®, JD

Private Wealth Advisor

Chief Executive Officer of OakHeart Financial Group
Visit Michael Hancock's website
Joseph Feola

Joseph Feola

CFP®

Private Wealth Advisor

Chief Financial Officer of OakHeart Financial Group
Visit Joseph Feola's website
Edwin Yowell

Edwin Yowell

APMA®

Financial Advisor

Visit Edwin Yowell's website
Michael Rodriguez

Michael Rodriguez

APMA®

Financial Advisor

Visit Michael Rodriguez's website
Laura Pittman

Laura Pittman

APMA®

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 Service Manager

Helen Bilodeau-Keilbasa

Helen Bilodeau-Keilbasa

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

Roles & Responsibilities

  • Participates in client meetings.
  • Processes business.
  • Available for client questions.
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Holly Grimm

Holly Grimm

Client Relationship Manager

Personal Intro

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

Roles & Responsibilities

  • Participates in client meetings.
  • Processes business.
  • Available for client questions.
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Rebecca Schmitz

Rebecca Schmitz

Client Relationship Manager

Personal Intro

  • BA in Political Science from Dickinson College
  • MA in Journalism from American University
  • Married to Eric; children Jack (Western Albemarle High School) and Emma (Henley Middle School)
  • I enjoy running, tennis, watching my kids play sports, and cheering for the Pittsburgh Steelers. I can also be found walking (or being walked by) my 100 lb. Labrador Retriever and my 15 lb. Cavalier King Charles Spaniel.

Roles & Responsibilities

  • Participates in client meetings.
  • Processes business.
  • Available for client questions.
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Richard Monroe

Richard Monroe

Investment Manager

Roman LeFebure

Roman LeFebure

Investment Specialist

Tammie Broaddus

Tammie Broaddus

Client Service Coordinator

Betsy Hancock

Betsy Hancock

Administrative Assistant

Kaydy Vu

Kaydy Vu

Intern

Sherry Virden

Sherry Virden

Intern