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OakHeart Financial Group

OakHeart Financial Group

Financial Services

About Us

Comprehensive financial planning tailored to your unique current situation and future goals.


The partners of OakHeart Financial Group: Joseph Feola, Michael Hancock and Kristen Hardy.
Our office is private, conveniently located and accessible with onsite parking.
Private Wealth Advisor, Joseph Feola, meets virtually, by phone or in person per client preference.
The team at OakHeart Financial Group is committed to creating more confidence in your future.
Financial Advisor, Edwin Yowell and Private Wealth Advisor, Kristen Hardy, collaborate on unique planning needs and goals.
Kristen Hardy, Private Wealth Advisor and Chief Operations Officer, is available to answer client questions by phone call, text, email or in person.
The advisors at OakHeart Financial Group educate clients on goal progress, market conditions, lifestyle decisions and

Rep/Contact Info

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Will Elvgren
Client Relationship Manager
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Holly Grimm
Business Development Manager