The Team
OakHeart Financial Group

Putting clients first; it’s what we do

Ameriprise Financial was named a Top PerformerTM among investment firms in customer ratings on “unbiased and puts my interests first” by Hearts & Wallets1

We’re proud to be associated with a firm that puts clients first because your interests are also our priority. We’re not only in the business of helping you build and protect your wealth; we offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

When you have the right financial advice, life can be brilliant.

Our Advisors

Michael S Hancock

Michael S Hancock

Private Wealth Advisor

More about me...

Contact

michael.s.hancock@ampf.com

434.220.4671

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

VISIT MY WEBSITE

Richard D Holdway

Richard D Holdway

Private Wealth Advisor

More about me...

Contact

richard.d.holdway@ampf.com

760.851.0044

Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Income Strategies
  • Domestic Partner Planning
  • Financial Strategies for LGBTQ Couples and Families

Education

B.S., 1980, Business Administration, University of Hartford, West Hartford, CT
CA Insurance #0E36811

VISIT MY WEBSITE

Joseph Feola

Joseph Feola

Financial Advisor

More about me...

Contact

joseph.r.feola@ampf.com

434.220.4671

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Insurance

Education

B.S., 2005, Family Financial Management, Virginia Polytechnic Institute and State University

VISIT MY WEBSITE

Kristen Hardy

Kristen Hardy

Financial Advisor

More about me...

Contact

kristen.s.hardy@ampf.com

434.220.4671

Designations

CFP®, CDFA®

Top Areas of Focus

  • Cash Flow Management Strategies
  • Investments
  • Insurance

Education

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

VISIT MY WEBSITE

Terri Starliper

Terri Starliper

Financial Advisor

More about me...

Contact

terri.starliper@ampf.com

434.220.4671

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Saving for Education

Education

BS Accounting, 1996, La Roche College, Pittsburgh, PA, Teacher Licensure, 2003, Regis University, Colorado Springs, CO

VISIT MY WEBSITE

Edwin Yowell

Edwin Yowell

Financial Advisor

More about me...

Contact

edwin.l.yowell@ampf.com

434.220.4671

Top Areas of Focus

  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investments

Education

B.S. Public Administration, George Mason University, 1997

VISIT MY WEBSITE

Our Staff

Stacy Higgins

Stacy Higgins

Operations Director
Erin Apperson

Erin Apperson

Paraplanner
Client Service Manager
JoAnne Weaver

JoAnne Weaver

Business Development Manager
Laura Pittman

Laura Pittman

Client Relationship Manager
Terri Meenan

Terri Meenan

Client Relationship Manager
Victoria Feola

Victoria Feola

Client Relationship Manager
Craig Magaw

Craig Magaw

Client Relationship Manager
Helen Bilobeau-Kielbasa

Helen Bilobeau-Kielbasa

Client Relationship Manager
More about me...

Contact

helen.kielbasa@ampf.com

434.220.4671 Ext. 109

Helen Seeds

Helen Seeds

Client Service Specialist
More about me...

Contact

helen.seeds@ampf.com

434.220.4671 Ext. 118

Brooks Hardy

Brooks Hardy

Client Service Coordinator
Richard Monroe

Richard Monroe

Investment Specialist
Betsy Hancock

Betsy Hancock

Administrative Assistant
Eileen Cunningham

Eileen Cunningham

Intern
Trey McKula

Trey McKula

Intern
Jared Pearlman

Jared Pearlman

Intern