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


close

OakHeart Financial Group: An Ameriprise advisory practice serving the Charlottesville, VA area.
OakHeart Financial Group: An Ameriprise advisory practice serving the Charlottesville, VA area.

View Larger


Advisors

Michael Hancock, Private Wealth Advisor serving the Charlottesville, VA area - Ameriprise Advisors

Michael Hancock

CFP®, JD

Private Wealth Advisor

Chief Executive Officer of OakHeart Financial Group
Visit Michael Hancock's website
Joseph Feola, Private Wealth Advisor serving the Charlottesville, VA area - Ameriprise Advisors

Joseph Feola

CFP®

Private Wealth Advisor

Chief Financial Officer of OakHeart Financial Group
Visit Joseph Feola's website
Kristen Hardy, Private Wealth Advisor serving the Charlottesville, VA area - Ameriprise Advisors

Kristen Hardy

CFP®

Private Wealth Advisor

Chief Operating Officer of OakHeart Financial Group
Visit Kristen Hardy's website
Jeff Rohr, Private Wealth Advisor serving the Charlottesville, VA area - Ameriprise Advisors

Jeff Rohr

CFP®, BFA, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jeff Rohr's website
Edwin Yowell, Financial Advisor serving the Charlottesville, VA area - Ameriprise Advisors

Edwin Yowell

APMA

Financial Advisor

Visit Edwin Yowell's website
Laura Pittman, Financial Advisor serving the Charlottesville, VA area - Ameriprise Advisors

Laura Pittman

CFP®, APMA

Financial Advisor

Visit Laura Pittman's website
Erik Ott, Financial Advisor serving the Charlottesville, VA area - Ameriprise Advisors

Erik Ott

CFP®, APMA

Financial Advisor

Visit Erik Ott's website
Shane Feist, Financial Advisor serving the Charlottesville, VA area - Ameriprise Advisors

Shane Feist

APMA

Financial Advisor

Visit Shane Feist's website
Davis Boyd, Financial Advisor serving the Charlottesville, VA area - Ameriprise Advisors

Davis Boyd

Financial Advisor

Visit Davis Boyd's website
Tim J McClurg, Financial Advisor serving the Charlottesville, VA area - Ameriprise Advisors

Tim J McClurg

ChFC®, CLU®

Financial Advisor

Visit Tim J McClurg'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

  • Manages day to day office procedures.
  • Handles bookkeeping and payroll.
  • Facilitates strategic goal planning.
  • Available for client questions.
View more
Holly Grimm

Holly Grimm

Business Development Manager

Personal Intro

  • Masters of Education Elementary - University of Minnesota-Twin Cities
  • I live in Crozet with my partner, James, and child, Ansel.
  • I love running as much as possible, playing outside with my family, 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.
View more
Terri Meenan

Terri Meenan

Client Service Manager

Personal Intro

Trains and manages the client service team B.A. in Liberal Arts, Bucknell University Married to Dan and mom to Carrie, Annie (Virginia Tech ), and James (Virginia Tech).

Roles & Responsibilities

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

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

Shanice Gray

Client Relationship Manager

Personal Intro

  • M.Ed. in Elementary Education and B.A. in Anthropology, University of Virginia 2011.
  • Live in Louisa with my spouse, 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.
View more
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
View more
Cierra Hensel

Cierra Hensel

Client Relationship Manager

Personal Intro

  • Majoring in Environmental Science at CSU San Bernardino.
  • I was raised in San Diego, CA and currently live in Rancho Mirage, CA.
  • In my free time I love hiking, pilates, traveling and spending time with my friends, family and Cavalier King Charles Spaniel.

Roles & Responsibilities

  • Liaison to your advisor providing comprehensive client service and implementation of advisor recommendations
  • Available for client questions
View more
Will Elvgren

Will Elvgren

Client Relationship Manager

Roles & Responsibilities

  • Liaison to your advisor providing comprehensive client service and implementation of advisor recommendations
  • Available for client questions
View more
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
View more
Caroline Nelson

Caroline Nelson

Client Relationship Manager

Personal Intro

  • Born and raised in Richmond, VA.
  • Graduated from the University of Virgnia in 2016 with a B.A. in Psychology.
  • I spend most of my time on the farm where I board my horse, Serenade, just outside of Charlottesville.
  • I love spending time on the water, and I'm always happy to get a good book recommendation.

Roles & Responsibilities

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

  • Assists the Business Development Manager with marketing, events and advertising.
  • Available for client questions.
View more
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

  • Maintain facilities and technology.
  • Manage human resources and payroll.
  • Manage human resources and payroll.
  • Assist with day-to-day operations, facilities management, and technology.
View more
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.
View more
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

  • Travel coordinator
View more
Cheryl Reynolds

Cheryl Reynolds

Office Manager

Personal Intro

  • B.S Business Administration and Management, Virginia Commonwealth University
  • Married to David and we have 2 daughters.
  • Love my family time, the beach, exercising, cooking, and traveling. Did I mention I love the beach?

Roles & Responsibilities

  • Assist with the day-to-day operations, facilities management, and bookkeeping.
  • Answer door, client phone and client calls.
  • Maintain compliance records and digital file organization.
  • Manage Advisor Email Inbox
View more
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

  • Monitoring and maintain social media and website accounts.
  • Manage Advisor Email Inbox
  • Answer door, client phone and client calls.
  • Assist with the day-to-day operations, facilities management, and technology.
View more
Clark Melton

Clark Melton

Financial Planning Assistant

Personal Intro

  • Currently studying Accounting at PVCC
  • Born and raised in Charlottesville, VA
  • Enjoys hiking, music, and keeping up with friends & family
View more
Gabrielle Cope

Gabrielle Cope

Intern

Personal Intro

  • Third Year at the University of Virginia studying Accounting
  • From Longview, Texas
  • Has a small jewelry business she runs in her free time

Roles & Responsibilities

  • Maintain compliance records and digital file organization.
  • Assist in event research and planning.
  • Monitoring and maintain social media and website accounts.
View more
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.
View more
Conor Shillue

Conor Shillue

Intern

Personal Intro

  • Fourth year student at the University of Virginia studying Statistics and Economics.
  • Born in Tucson, AZ, but mostly grew up in Charlottesville, VA.
  • I enjoy playing and watching basketball, listening and playing music and being outdoors.

Roles & Responsibilities

  • Participate in data gathering and client meeting preparation.
  • Processes paperwork.
  • Maintain compliance records and digital file organization.
View more
Chris Alfano

Chris Alfano

Intern

Personal Intro

  • Senior at Virginia Tech with a major in Finance and a concentration in Investment Management.
  • Born and raised in Philadelphia, PA, but currently live just outside Richmond, VA.
  • I enjoy playing golf, snowboarding and watching both VT and Philadelphia sports teams win!

Roles & Responsibilities

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

  • Assist in event research and planning.
  • Monitoring and maintain social media and website accounts.
  • Maintain compliance records and digital file organization.
View more
Sydney Nguyen

Sydney Nguyen

Intern

Personal Intro

Second-year student at the University of Virginia looking to major in Commerce. I am from Northern Virginia. I enjoy reading, listening to music, and trying new foods!

Roles & Responsibilities

  • Participate in data gathering and client meeting preparation.
  • Processes paperwork.
  • Maintain compliance records and digital file organization.
View more
Connor Brown

Connor Brown

Intern

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.
View more