How we work


We care about what’s important to you

Your financial goals are unique, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future.

With the right financial advice, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Saving for Education
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
  • Family Finances
  • Small Business
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Women's Financial Strategies

Community participation


Ameriprise National Day of Service at the Ronald McDonald House of Charlottesville

Currently our team volunteers monthly at the Ronald McDonald House where we provide ingredients and prepare two meals for the guests of the house. This supports families dealing with ill children a University of Virginia Medical Center. In 2018 we volunteered a total of 120 hours at Ronald McDonald House.

2015 Ameriprise Community Impact Award Team Winner for volunteering with the Blue Ridge Area Food Bank.

Strengthening our communities is an important part of the OakHeart Financial Group culture and values.

  • Volunteer: Ronald McDonald House of Charlottesville monthly
  • Sponsor: Main Event benefiting UVA Children's Hospital
  • Sponsor: LGBT Community Center of Palm Springs
  • Sponsor: Blue Ridge Medical Center
  • Sponsor: Nelson County Relay for Life 5K

Our videos

5 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals