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.


Our advisors

Michael Hancock

Michael Hancock

CFP®, JD

Private Wealth Advisor

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

Joseph Feola

CFP®

Private Wealth Advisor

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

Kristen Hardy

Private Wealth Advisor

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

Jeff Rohr

CFP®, APMA®

Private Wealth Advisor

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

Edwin Yowell

APMA®

Financial Advisor

Learn more about Edwin Yowell Visit Edwin Yowell's website
Laura Pittman

Laura Pittman

APMA®

Financial Advisor

Learn more about Laura Pittman Visit Laura Pittman's website
Richard Monroe

Richard Monroe

Associate Financial Advisor

Investment Specialist
Learn more about Richard Monroe Visit Richard Monroe's website
Erik Ott

Erik Ott

CFP®

Financial Advisor

Learn more about Erik Ott Visit Erik Ott's website

Our team

Stacy Higgins

Stacy Higgins

Operations Director

Personal Intro

  • BS in Business Administration, Longwood University ‘99
  • Married to Kevin with 2 children, Christopher and Elsie
  • I love to travel, play outside with our kids, try new wineries, read, knit, yoga and enjoy the sunset at our house!

Roles & Responsibilities

  • Manages day to day office procedures.
  • Handles bookkeeping and payroll.
  • Facilitates strategic goal planning.
  • Available for client questions.
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JoAnne Weaver

JoAnne Weaver

Business Development Manager

Personal Intro

BS, Therapeutic Recreation, Radford University

  • Married to Tex. We have two children, Abby, Christopher Newport University graduate and Emma, attends Virginia Tech
  • Jazzercise Instructor for 17 years
  • I enjoy gardening, cooking, camping, hiking and knitting.

Roles & Responsibilities

  • Event planning.
  • Website & social media implementation.
  • Community service coordination.
  • Available for client questions.
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Terri Meenan

Terri Meenan

Client Service Manager

Personal Intro

  • B.A. in Liberal Arts, Bucknell University
  • Married to Dan and mom to Carrie, Annie (Virginia Tech ), and James (Western Albemarle High School ).
  • I love to garden, attend sporting events and spending time with my family and friends.

Roles & Responsibilities

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

Paige Ryan

Client Relationship Manager

Personal Intro

BA in Classics, Emory University 2006

I enjoy reading, yoga, cooking, and spending time with friends, family and my dog Facha. I’ve worked as a radio DJ and deckhand on a tall ship, but find financial planning much more rewarding than being on-air or a great day under sail. (I do miss the tan and free music though!)

Roles & Responsibilities

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

Isaac Grant

Client Relationship Manager

Personal Intro

  • B.S. Business Administration: Financial Planning, Liberty University 2019
  • Married to my wife, Breanna, since September 2019
  • I enjoy cooking, walking my labradoodle, and playing soccer in my free time

Roles & Responsibilities

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

Lindsey Johnson

Client Relationship Manager

Personal Intro

Lindsey grew up in Baltimore County, MD and currently resides in Henrico. She enjoys riding her horse, reading books, exploring Richmond, and spending time with her friends and family.

  • Bachelor of Science in Applied Economic Management from Virginia Tech with a concentration in Financial Planning
  • Member of the Financial Planning Association of Central VA

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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Richard Monroe

Richard Monroe

Investment Manager

Personal Intro

  • B.S. Psychology, Tulane University, 1994
  • Married to Laura, 15 years
  • Father to Turner (The Field School) and Henry (Henley Middle School)
  • I enjoy traveling with my family, watching my kids play sports, playing soccer and tennis and down time at home with our many pets.

Roles & Responsibilities

  • Investment research and analysis.
  • Manages trading for the firm.
  • Analyzes client data.
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Roman LeFebure

Roman LeFebure

Investment Specialist

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.
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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.
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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
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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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Zach Hiter

Zach Hiter

Intern

Personal Intro

BA in Economics and Minor in Statistics from the University of Virginia

I enjoy climbing, hiking, watching UVA basketball and spending time with friends.

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Will Elvgren

Will Elvgren

Intern

Personal Intro

Junior at Christopher Newport University

Majoring in Business with a focus in Finance

Minoring in Leadership Studies

  • I love hiking and exploring the outdoors
  • I enjoy volunteering with my fraternity at Riverside Elementary School
  • Fun fact: I am a total car nerd!
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Kaydy Vu

Kaydy Vu

Intern

Personal Intro

  • University of Virginia, 2nd year. Intending to double major in Commerce and Statistics
  • I love playing volleyball, tennis, and hiking with my friends and family
  • Involved with Smart Woman Securities and Intramural Volleyball at UVA
  • Originally from Fairfax, Virginia
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Sherry Virden

Sherry Virden

Intern

Personal Intro

  • University of Virginia, fourth year
  • Majoring in Economics and minoring in Statistics and History
  • I love doing aerial silks, painting, and traveling to new (warmer) places
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Jared Ankersen

Jared Ankersen

Intern