A. R. (Rob) Hoxton IV,CFP®, AAMS, AIF®
President & CEO

Senior Wealth Advisor

Rob Hoxton, President & CEO of Hoxton Financial, Inc, and developer of The GROW GREENR® Method, entered the financial services industry in 1986. Prior to joining the firm, Rob worked with American International Group (AIG), a leading provider of financial services based in New York, NY. Rob returned to West Virginia with his wife Mary Logan Hoxton in 1990.

Education:

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

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 Martinsburg Journal
• Investment Adviser Representative of Hoxton Financial, Inc.
• Member Financial Planning Association, National Association of Personal Financial Advisors (NAPFA)

Julia M. Connell, CFP®, MBA, MSFP
Chief Financial Officer

Senior Wealth Advisor

Julia joined Hoxton Financial 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, Co and is a Certified Financial Planner™. She has also completed the Master of Science degree program in financial planning and holds the highest degree available in financial planning from the College for Financial Planning.

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

David K. Cushwa IV, MBA, CPM, AIF
Senior Wealth Advisor

David brings over 35 years of extensive financial services and diversified entrepreneurial experience to Hoxton Financial. This unique combination of financial expertise includes wealth management positions with national investment firms. He provides comprehensive wealth advisory services to both individuals and small business owners including Family Office legacy strategies.

Education & Credentials:

David holds a Masters Degree in Business Administration (MBA) from The University of Maryland.

• Chartered Portfolio Manager (CPM)
• Masters of Business Administration (MBA)
• Accredited Investment Fiduciary (AIF)

Community:

In addition to managing our Hagerstown, Maryland office, he has served as a director on numerous corporate, community and non-profit boards, including an independent community bank.

David is a lifelong resident of Washington County, Md.