The Team

OakHeart Financial Group
Personalized advice to help you achieve your goals

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

I 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, I can help you feel confident, connected and always in control of your financial life.

Our Advisors

Laura Pittman

Laura Pittman

Financial Advisor

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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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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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Kristen Hardy

Kristen Hardy

Financial Advisor

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Designations

CFP®, CDFA®

Top Areas of Focus

  • Cash Flow Management Strategies
  • Investments
  • Insurance

Education

Bachelor of Arts, University of Virginia, 2000
CA Insurance #0K03442 AR License #3690617

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Michael Rodriguez

Michael Rodriguez

Financial Advisor

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Designations

APMA®
CA Insurance #0K39619

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Edwin Yowell

Edwin Yowell

Financial Advisor

More about me...

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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Our Staff

Stacy Higgins

Stacy Higgins

Operations Director

Erin Apperson

Erin Apperson

Client Service Manager

Paraplanner
Terri Meenan

Terri Meenan

Client Relationship Manager

Helen Bilodeau-Kielbasa

Helen Bilodeau-Kielbasa

Client Relationship Manager

Paige Ryan

Paige Ryan

Client Relationship Manager

JoAnne Weaver

JoAnne Weaver

Business Development Manager

Richard Monroe

Richard Monroe

Investment Specialist

Brooks Hardy

Brooks Hardy

Client Service Specialist

Zach Hiter

Zach Hiter

Intern

Will Elvgren

Will Elvgren

Intern