A. R. (Rob) Hoxton IV,CFP®, AAMS, AIF®
CEO & Director of Business Development

Senior Wealth Manager

Rob Hoxton, CEO of HFI Wealth Management, entered the financial services industry in 1986. Prior to joining the firm, Rob worked with American International Group (AIG), a leading provider of insurance and financial services based in New York. Rob returned to West Virginia with his wife Mary Logan Hoxton in 1990.

Rob is a graduate of North Carolina State University in Raleigh and from the Certified Financial Planning Professional Program of the College for Financial Planning in Denver.

Professional Affiliations:

• Certified Financial Planner (CFP®)
• Accredited Asset Management Specialist (AAMS)
• Accredited Investment Fiduciary (AIF®)
• America’s 150 Best Advisors for Doctors, Medical Economics
• Paladin Registry 5 Star Advisor
• Author, GROW GREENR, Ten Steps to a Richer Life
• Quoted in Business Week, The Wall Street Journal and many other periodicals
• Financial Planning Columnist, The Journal and the Spirit of Jefferson Farmer’s Advocate
• Investment Adviser Representative of HFI Wealth Management
• Member Financial Planning Association Board of Directors (2011 – Present)
• Member National Association of Personal Financial Advisors (NAPFA)
• Founder, The Rural Financial Planning Project

Julia M. Connell, CFP®, MBA, MSFP
Executive Vice President

Senior Wealth Manager

Julia joined HFI Wealth Management after a successful career as the Chief Financial Officer of Jefferson Memorial Hospital. She spent two years working as a financial consultant to the healthcare industry and has worked extensively with medical practices in the area of financial management.

Julia is a graduate of Shepherd University with a Bachelors Degree in Business Administration with a concentration in Accounting. She earned her Masters Degree in Business Administration from West Virginia University. Julia completed the Certified Financial Planner Professional Education Program of the College for Financial Planning in Denver and is a Certified Financial Planner™.

In addition to managing our Winchester, Virginia office, Julia is the director of financial planning and a Senior Wealth Manager. As a financial planner, she works with clients to develop and implement strategies that assist in achieving financial goals.

Tommy Stine, CFP®, AIF®, PPC™

Senior Wealth Manager

Tommy joined HFI Wealth Management after many successful years with major firms such as WorldCom, GlaxoSmithKline/PDI, Inc. and W.W. Grainger. His financial services experience as a registered representative of Honor, Townsend & Kent and Guardian Investor Services prepared him well as he considered a career with HFI Wealth Management. After joining the firm in 2010, Tommy completed the Certified Financial Planner Professional Education Program and obtained the coveted Certified Financial Planner (CFP®) designation. Tommy has received formal training in investment fiduciary responsibility while earning the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360.

Tommy also holds the PPC™ designation which signifies a commitment to education and service excellence in the qualified plan industry. He is a graduate of the 401k Service Training Program™, which is the only course that sets service standards in the retirement plan industry and imparts professionals not only with the knowledge, but the tools needed to meet (and exceed) those standards.

Tommy is an active and lifelong member of the Winchester community and is well known for his volunteer work as president of Handley High School’s Judges Athletic Association. He is also an avid supporter of his collegiate alma mater, James Madison University.

In addition to serving HFI clients as a Senior Wealth Manager, Tommy is the firm’s retirement plan specialist.

Amanda Runkles, CPA, CGMA
Director of Financial Planning

Senior Wealth Manager

Amanda Runkles joined HFI Wealth Management after spending seven years in public accounting. She specialized in providing attestation and tax services for the banking industry and has experience with individual tax preparation. Amanda is a graduate of West Virginia University where she obtained a Bachelor of Science in Business Administration with a concentration in Accounting and a minor in Spanish. Amanda became a Certified Public Accountant in 2008, a Registered Investment Advisor Representative in 2011, and a Chartered Global Management Accountant (CGMA) in 2012. She has successfully completed the Certified Financial Planner (CFP® ) academic and comprehensive examination requirements. She awaits permission to use the CFP® mark from Certified Financial Planner Board of Standards.

Her education and experience in financial planning, investment management and tax issues make Amanda a valuable member of the HFI Wealth team.

Christopher J. Dorsey , MSF

Investment Analyst & Portfolio Strategist

Chris began working as an Investment Analyst at HFI Wealth Management in June of 2011. He was an intern with the firm from May 2009 through August 2009. Chris passed Level II of the Chartered Financial Analyst (CFA) examination in June 2012, and is a 2013 Level III CFA candidate.

Chris is a graduate of Virginia Tech with a Bachelor of Arts degree in Economics and a minor in Business. He earned his Master of Science degree in Finance with a concentration in Investments from the University of Denver, Daniels College of Business.