OakHeart Financial Group

Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.


Advisors

Laura Pittman

Laura Pittman

Financial Advisor

Visit Laura Pittman's website
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
Edwin Yowell

Edwin Yowell

Financial Advisor

Visit Edwin Yowell'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

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 Specialist

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 (Head Brewer, Three Notch), Anne (fifth grade teacher).
  • I enjoy sporting events, music, reading, and the outdoors.
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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 and Kelly
  • After a 23 year career as a Neonatal Intensive Care Nurse, I retired 11 years ago 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
  • Assisting with Payroll
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Zach Hiter

Zach Hiter

Intern