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 together to serve your goals and help you meet your financial future with more confidence.


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Team photo for OakHeart Financial Group
Team photo for OakHeart Financial Group

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Advisors

Advisor photo for Michael Hancock

Michael Hancock

CFP®, JD

Private Wealth Advisor

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

Joseph Feola

CFP®

Private Wealth Advisor

Chief Financial Officer of OakHeart Financial Group
Visit Joseph Feola's website
Advisor photo for Kristen Hardy

Kristen Hardy

CFP®

Private Wealth Advisor

Chief Operating Officer of OakHeart Financial Group
Visit Kristen Hardy's website
Advisor photo for Edwin Yowell

Edwin Yowell

APMA

Financial Advisor

Visit Edwin Yowell's website
Advisor photo for Laura Pittman

Laura Pittman

CFP®, BFA, APMA, CMFA®

Financial Advisor

Visit Laura Pittman's website
Advisor photo for Erik Ott

Erik Ott

CFP®, APMA

Private Wealth Advisor

Visit Erik Ott's website
Advisor photo for Shane Feist

Shane Feist

APMA

Financial Advisor

Visit Shane Feist's website
Advisor photo for Davis Boyd

Davis Boyd

APMA

Financial Advisor

Visit Davis Boyd's website
Advisor photo for Tim J McClurg

Tim J McClurg

ChFC®, CLU®

Financial Advisor

Visit Tim J McClurg's website
Advisor photo for Caroline Dominguez

Caroline Dominguez

APMA

Financial Advisor

Visit Caroline Dominguez's website


Team

Stacy Higgins

Stacy Higgins

Operations Director

Personal Intro

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

Roles & Responsibilities

  • Ongoing office management.
  • Oversees all bookkeeping and payroll.
  • Facilitates strategic goal planning.
  • Available for client questions.
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Holly Grimm

Holly Grimm

Business Development Manager

Personal Intro

  • Masters of Education Elementary - University of Minnesota-Twin Cities
  • Frequent soccer carpool driver and sideline cheerleader for my 13 year old child.
  • I love running as much as possible, finding new ways to play outside, 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.
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David De La Ree Valencia

David De La Ree Valencia

Investment Specialist

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

  • Daily trade requests.
  • Investment research, analysis and recommendations.
  • Rebalancing of portfolios.
  • Available for client questions.
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Terri Meenan

Terri Meenan

Client Service Manager

Personal Intro

  • Graduate of Bucknell University
  • Married to Dan and mom to Carrie, Annie, and James (Virginia Tech).
  • In my spare time , I love to garden, attend sporting events, and travel to visit family, friends and new places!

Roles & Responsibilities

  • Manages, develops and trains Client Relationship Mangers on processes to improve client experience.
  • Oversees financial planning and intern teams.
  • Available for client questions.
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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.
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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 play baseball!”

Roles & Responsibilities

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

Shanice Goode

Client Relationship Manager

Personal Intro

  • M.Ed. in Elementary Education and B.A. in Anthropology, University of Virginia 2011.
  • Currently living in Louisa with my husband, 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.
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Will Elvgren

Will Elvgren

Client Relationship Manager

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

Roles & Responsibilities

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

Jared Ankersen

Client Relationship Manager

Personal Intro

  • Graduated from Christopher Newport University in May 2022 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.

Roles & Responsibilities

  • Liaison to your advisor providing comprehensive client service and implementation of advisor recommendations
  • Available for client questions
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DaJohn Duplessis

DaJohn Duplessis

Client Relationship Manager

Personal Intro

  • BA in Sociology, California State University, Long Beach
  • Born in New Orleans, Louisiana and raised in SoCal, where I currently reside
  • Enjoys spending time with family, trying new restaurants, shopping, creating new Pinterest boards, and attending concerts

Roles & Responsibilities

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

Gabrielle Cope

Intern

Personal Intro

  • Fourth-year student at UVA in the Commerce School with an Accounting Concentration on the Real Estate Track with a minor in East Asian Studies
  • Currently working on completing the 200 Hour Yoga Teacher Training
  • Has an 18 pound cat named Pound Cake

Roles & Responsibilities

  • Maintain compliance records and digital file organization.
  • Processes paperwork.
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Shatae Nelson

Shatae Nelson

Client Relationship Manager

Personal Intro

  • BS in Business Administration with a concentration in Entrepreneurship, Virginia Commonwealth University 2015
  • Grew up in tri-state area (D.C., MD, VA) and now live in North Chesterfield, VA
  • Enjoys cooking, playing chess, lounging with her dogs, traveling, and spending time with family & friends

Roles & Responsibilities

  • Liaison to your advisor providing comprehensive client service and implementation of advisor recommendation.
  • Available for client question.
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Stowe Graham

Stowe Graham

Client Relationship Manager

Personal Intro

  • Graduated from James Madison University in 2019 with a B.S. in Economics
  • I was raised in Waynesboro, VA and currently reside there with my partner, Jennifer.
  • In my free time I enjoy snowboarding, playing basketball and listening to music.

Roles & Responsibilities

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

Alex Damm

Client Relationship Manager

Personal Intro

  • Bachelor of Science in Business from Virginia Tech as a Finance Major with a CFP® Concentration.
  • Alex grew up in Virginia Beach, VA and now lives in North Chesterfield.
  • In his free time Alex enjoys hiking, rock climbing, spending time with friends and family, and learning more about global history.

Roles & Responsibilities

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

Whitney Tillman

Client Relationship Manager

Personal Intro

  • Graduated from University of Virginia in 2014 with a B.A. in Psychology and graduated from Liberty University in 2018 with a M.S. in Criminal Justice, Public Administration.
  • Born and raised in Virginia and recently bought my first home with my spouse.
  • Enjoy spending time and visiting new places with friends and family, walking trails, visiting wineries, and engaging in creative planning.

Roles & Responsibilities

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

Connor Brown

Client Relationship Manager

Personal Intro

  • Graduated from James Madison University in 2023 with a BBA in Finance and Economics.
  • From Staunton, Virginia
  • I enjoy playing basketball and football, hiking, running, and spending time with my family, friends, and pets.

Roles & Responsibilities

  • Participate in data gathering and client meeting preparation.
  • Maintain compliance records and digital file organization.
  • Processes paperwork.
  • Available for client questions.
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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

  • Supports business development and marketing initiatives to include event coordination, communications, client appreciation, website updates and social media management.
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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.

Roles & Responsibilities

  • Day-to-day operations, facilities management, and technology.
  • Record managements and practice reporting.
  • Assists with human resources, payroll and bookkeeping.
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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.

Roles & Responsibilities

  • Manages team practice calendar.
  • Client appointment scheduling and email/text/phone reminders.
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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 & 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

  • Calendar management for business travel.
  • Coordinates travel reservations.
  • Team practice hospitality.
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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!

Roles & Responsibilities

  • Provide office hospitality.
  • Answer door, client phone and client calls.
  • Manage Advisor Email Inbox
  • Assist with the day-to-day operations, facilities management, and technology.
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Clark Melton

Clark Melton

Financial Planning Assistant

Personal Intro

  • Currently studying Information Systems and Technology at Old Dominion University
  • Born and raised in Charlottesville, VA
  • Enjoys hiking, music, and keeping up with friends & family

Roles & Responsibilities

  • Manages client service intern team.
  • Creates, modifies and follows data gathering best practices.
  • Assists Advisors and Client Relationship Managers with meeting prep.
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Nicolas Warden

Nicolas Warden

Intern

Personal Intro

  • Currently studying at the University of Richmond. I plan to graduate with a BSBA with a concentration in Finance.
  • I enjoy snowboarding, playing the guitar, listening to music and hanging out with family and friends.

Roles & Responsibilities

  • Maintain compliance records and digital file organization.
  • Processes paperwork.
  • Participate in data gathering and client meeting preparation.
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Charlene Pham

Charlene Pham

Intern

Personal Intro

  • I am a third-year student at the University of Virginia, studying economics.
  • I am from Fairfax, Virginia.
  • I enjoy spending time with my family and friends, lifting weights, and reading.

Roles & Responsibilities

  • Create graphics for social media posts.
  • Maintain compliance records and digital file organization.
  • Tracks and reports website analytics.
  • Supports Business Development Manager and Marketing Specialist with ad hoc requests.
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