Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

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Areas of focus

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

Awards & recognition

  • OakHeart Financial Group, Forbes Best-in-State Wealth Management Teams, 2023 - 2025
  • Kristen Hardy, AdvisorHub Women Advisors to Watch, 2024
  • Erik Ott, Forbes Top Next-Generation Wealth Advisors, 2024
  • OakHeart Financial Group, Ameriprise Client Experience Award, 2020-2024
  • Michael Hancock, Ameriprise Circle of Success, 2002-2021
  • Michael Hancock, Forbes Best-in-State Wealth Advisors, 2022, 2021, 2019, 2018
  • Joseph Feola, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Michael Hancock, Financial Times 400 Top Financial Advisers, 2019
  • Michael Hancock, Ameriprise Chairman's Advisory Council, 2019

Community participation

OakHeart Financial Group proudly volunteers at Shalom Farms on National Day of Service.
OakHeart Financial Group proudly volunteers at Shalom Farms on National Day of Service.

At OakHeart Financial Group service is a core value and supporting our community is part of who we are. We donate our time and/or provide financial assistance to the following organizations:

  • Blue Ridge Area Food Bank
  • The First Tee Virginia Blue Ridge
  • Peachtree Baseball and Softball League
  • Brownsville Elementary School PTO
  • Food and Friends
  • Feeding Greene
  • Toy Lift Charities
  • Emily Couric Leadership Forum

Honored to receive recognition

We’ve got some exciting news to share: Oakheart Financial Group has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. All of us at OakHeart Financial Group couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

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