OakHeart Financial Group

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Michael Hancock

Michael Hancock

CFP®, JD

Private Wealth Advisor

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

Joseph Feola

CFP®

Private Wealth Advisor

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

Kristen Hardy

CFP®, CDFA®

Private Wealth Advisor

Chief Operating Officer of OakHeart Financial Group
Visit Kristen Hardy's website
Jeff Rohr

Jeff Rohr

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jeff Rohr's website
Edwin Yowell

Edwin Yowell

APMA®

Financial Advisor

Visit Edwin Yowell's website
Laura Pittman

Laura Pittman

APMA®

Financial Advisor

Visit Laura Pittman's website
Erik Ott

Erik Ott

CFP®, APMA®

Financial Advisor

Visit Erik Ott's website
Lindsey Johnson

Lindsey Johnson

Financial Advisor

Visit Lindsey Johnson's website

Team

Stacy Higgins

Stacy Higgins

Operations Director

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

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

Terri Meenan

Client Service Manager

Richard Monroe

Richard Monroe

Investment Manager

Helen Bilodeau-Kielbasa

Helen Bilodeau-Kielbasa

Client Relationship Manager

Paige Ryan

Paige Ryan

Client Relationship Manager

Isaac Grant

Isaac Grant

Client Relationship Manager

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

  • Liaison to your advisor providing comprehensive client service and implementation of advisor recommendations.
  • Available for client questions.
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David De La Ree Valencia

David De La Ree Valencia

Client Relationship Manager

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.
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Shanice Gray

Shanice Gray

Client Relationship Manager

Personal Intro

  • M.Ed. in Elementary Education and B.A. in Anthropology, University of Virginia 2011.
  • Currently building a house 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.
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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 Cardinal's baseball (Go Cards!)

Roles & Responsibilities

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

Shane Feist

Client Relationship Manager

Personal Intro

  • I was born and raised in Bismarck, North Dakota and currently live in Palm Desert, CA.
  • I have a Bachelors Degree in Accounting from Missouri Western State University where I received a golf scholarship.
  • I played golf professionally for 8 years before transitioning into financial services.
  • In my free time I enjoy playing golf, guitar, and cheering for the Minnesota Vikings.

Roles & Responsibilities

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

Davis Boyd

Client Relationship Manager

Personal Intro

  • I attended Virginia Tech and graduated in 2017 with a Bachelor of Science in Packaging Systems and Design.
  • I live in the near west-end of Richmond with my fiance Mackenzie and our puppy Berkeley.
  • In my free time I enjoy playing golf and soccer, as well as hanging out with friends, cooking, and reading!

Roles & Responsibilities

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

Roman LeFebure

Investment Specialist

Personal Intro

  • B.S. Commerce, University of Virginia, 2020
  • I spend my time outside of work cooking, spending time with friends, reading about new topics, and rewatching the Office

Roles & Responsibilities

  • Investment research and analysis
  • Ad hoc reporting
  • Portfolio analysis
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Bryan Hancock

Bryan Hancock

Operations Specialist

Tammie Broaddus

Tammie Broaddus

Client Service Coordinator

Betsy Hancock

Betsy Hancock

Administrative Assistant

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?
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Will Elvgren

Will Elvgren

Financial Planning Specialist

Jared Ankersen

Jared Ankersen

Intern

Personal Intro

  • Currently a Senior at Christopher Newport University 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.
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Daniel Davalos-Jaldin

Daniel Davalos-Jaldin

Intern

Personal Intro

  • Fourth year at the University of Virginia
  • Head transfer mentor chair for at McIntire School of Commerce
  • Enjoys playing volleyball, basketball & watching Nicholas Cage movies

Roles & Responsibilities

  • Assist Business Development Manager with all things Marketing.
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Clark Melton

Clark Melton

Intern

Personal Intro

  • Currently studying Accounting at PVCC
  • Born and raised in Charlottesville, VA
  • Enjoys hiking, music, and keeping up with friends & family
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Gabe Splett

Gabe Splett

Intern

Personal Intro

  • Fourth year student at Christopher Newport University studying accounting and finance.
  • Born and raised in Germany, but has spent the last ten years in Northern Virginia.
  • Enjoys playing soccer, riding his motorcycle, and listening to music.
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