The Team

OakHeart Financial Group
Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients — and their families — through the process.Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.

Our Advisors

Michael S Hancock

Michael S Hancock

Private Wealth Advisor

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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 AR License #2061936

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Joseph Feola

Joseph Feola

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Insurance

Education

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

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Kristen Hardy

Kristen Hardy

Financial Advisor

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Designations

CFP®, CDFA®

Top Areas of Focus

  • Cash Flow Management Strategies
  • Investments
  • Insurance

Education

Bachelor of Arts, University of Virginia, 2000
CA Insurance #0K03442 AR License #3690617

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Edwin Yowell

Edwin Yowell

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investments

Education

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

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Michael Rodriguez

Michael Rodriguez

Financial Advisor

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Designations

APMA®
CA Insurance #0K39619

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Laura Pittman

Laura Pittman

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Women's Financial Strategies

Education

Bachelor of Arts, Economics, Rutgers, The State University of New Jersey, New Brunswick, NJ

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Our Staff

Stacy Higgins

Stacy Higgins

Operations Director

JoAnne Weaver

JoAnne Weaver

Business Development Manager

Terri Meenan

Terri Meenan

Client Relationship Manager

Helen Bilodeau-Kielbasa

Helen Bilodeau-Kielbasa

Client Relationship Manager

Paige Ryan

Paige Ryan

Client Relationship Manager

Richard Monroe

Richard Monroe

Investment Specialist

Brooks Hardy

Brooks Hardy

Client Service Specialist

Tammie Broaddus

Tammie Broaddus

Client Service Coordinator

Betsy Hancock

Betsy Hancock

Administrative Assistant

Zach Hiter

Zach Hiter

Intern

Will Elvgren

Will Elvgren

Intern

Haley Blair

Haley Blair

Intern

Sejal Patrikar

Sejal Patrikar

Intern