The Team

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.


Our Advisors

Michael S Hancock

Michael S Hancock

Private Wealth Advisor

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Designations

JD, CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments

Education

Juris Doctor, George Mason University School of Law, 1987, Bachelor of Science, Criminal Justice, Virginia Commonwealth University, 1982
CA Insurance #0F50530 AR License #2061936

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Joseph Feola

Joseph Feola

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Insurance

Education

B.S., 2005, Family Financial Management, Virginia Polytechnic Institute and State University

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Edwin Yowell

Edwin Yowell

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investments

Education

B.S. Public Administration, George Mason University, 1997

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Michael Rodriguez

Michael Rodriguez

Financial Advisor

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Designations

APMA®
CA Insurance #0K39619

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Laura Pittman

Laura Pittman

Financial Advisor

More about me...

Designations

APMA®

Top Areas of Focus

  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Women's Financial Strategies

Education

Bachelor of Arts, Economics, Rutgers, The State University of New Jersey, New Brunswick, NJ

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Our Staff

Stacy Higgins

Stacy Higgins

Operations Director

Erin Apperson

Erin Apperson

Paraplanner

Client Service Manager
JoAnne Weaver

JoAnne Weaver

Business Development Manager

Terri Meenan

Terri Meenan

Client Relationship Manager

Helen Bilodeau-Keilbasa

Helen Bilodeau-Keilbasa

Client Relationship Manager

Paige Ryan

Paige Ryan

Client Relationship Manager

Richard Monroe

Richard Monroe

Investment Specialist

Brooks Hardy

Brooks Hardy

Client Service Specialist

Tammie Broaddus

Tammie Broaddus

Client Service Coordinator

Betsy Hancock

Betsy Hancock

Administrative Assistant

Zach Hiter

Zach Hiter

Intern

Will Elvgren

Will Elvgren

Intern