OakHeart Financial Group

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


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

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
Michael Rodriguez

Michael Rodriguez

APMA®

Financial Advisor

Visit Michael Rodriguez's website
Laura Pittman

Laura Pittman

APMA®

Financial Advisor

Visit Laura Pittman's website

Team

Stacy Higgins

Stacy Higgins

Operations Director

JoAnne Weaver

JoAnne Weaver

Business Development Manager

Terri Meenan

Terri Meenan

Client Service Manager

Helen Bilodeau-Kielbasa

Helen Bilodeau-Kielbasa

Client Relationship Manager

Paige Ryan

Paige Ryan

Client Relationship Manager

Isaac Grant

Isaac Grant

Client Relationship Manager

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.
View more
Richard Monroe

Richard Monroe

Investment Manager

Roman LeFebure

Roman LeFebure

Investment Specialist

Bryan Hancock

Bryan Hancock

Operations Specialist

Tammie Broaddus

Tammie Broaddus

Client Service Coordinator

Betsy Hancock

Betsy Hancock

Administrative Assistant

Zach Hiter

Zach Hiter

Intern

Will Elvgren

Will Elvgren

Intern

Sejal Patrikar

Sejal Patrikar

Intern

Kaydy Vu

Kaydy Vu

Intern

Sherry Virden

Sherry Virden

Intern