Welcome to United Capital Northern Shenandoah Valley

Experience wealth management, reimagined.

Get clarity and control over your financial life — and focus on living the life you really want. See how we help you do it.

About Our Office

The United Capital team in Northern Shenandoah Valley, formerly HFI Wealth Management, provides financial advice and investment counseling to help you achieve your financial goals. As one of our clients, you will have a personal financial adviser who will coordinate the management of your investment portfolio with specialists in the areas of Investment Management, Tax Planning, Risk Management, Retirement Planning, and Estate Planning.

Your adviser is always available to you and will also provide:

  • Online access to a dashboard summarizing your account balances and distribution
  • Regular updates and summaries of your portfolio’s performance
  • Formal meetings to conduct a full portfolio review
  • Regular updates describing relevant market trends and the economy
  • Other interesting items and tidbits as your adviser comes across them

The Northern Shenandoah team is committed to giving back and improving the lives of our community members. We are a proud supporter of several local events and programs including:

Our team also supports the Shepherd University Financial Planning Program through scholarships and our office Managing Director, Rob Hoxton, serves as a teacher for Financial Planning Development

We are also located in Winchester, VA

The Money Code

Does it seem like there is never enough money to do everything you want? Do you want to feel confident about the financial decisions you make? Have you ever felt frustrated talking about money with your loved ones? You are not alone. Unfortunately, most of us were never taught how to think and communicate about money. The Money Code is a modern tale of one person's journey to uncover the five secrets to living his one best financial life. Through his voyage, you will learn how to:

  • Prevent bad decisions about money
  • Identify your Money Mind, Fear, Happiness, or Commitment and how it affects every financial decision you make
  • Use a custom checklist to improve your entire financial life
  • Clearly discuss decisions about money with the ones you love
  • Finally take control of your financial life

Buy the Book

Quarterly Commentary

United Capital Economic and Market Review

Q2 2017 Commentary

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United Capital Economic and Market Review

Q1 2017 Commentary

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United Capital Economic and Market Review

Q4 2016 Commentary

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Why United Capital?

Financial Life Management

We’re not the typical wealth management firm. We looked around the industry and thought that there was a better way. So we created it. We developed a process that’s focused on helping you live your ideal life. One that continually adapts to the changing world and your changing circumstances. We call it Financial Life Management. And it’s totally unlike anything you’ve experienced before.

A Unique Approach

We’ll take the time to get to know you and understand the life you want to live. With collaborative, engaging digital tools, we’ll work with you to create a clear framework for living your ideal life. The result is a plan that’s dynamic and personalized — not one-and-done or one-size-fits-all.

Real Results

We help you align your decision-making with your ideal life, so you can achieve balance — and a healthy relationship with your money. That means we go beyond investments and investment results to help you live the life you want today. After all, isn’t that what a wealth manager is for?

United Capital: Imagine

Rob Hoxton
Managing Director
Julia M. Connell
Managing Director
Amanda Runkles
Wealth Manager
Rebecca "Becky" Blevins
Wealth Manager
Leota Trainor
Administrative Manager
Tracy Drumheller
Administrative Manager
Stacy Lindberg
Director of Operations
Ashlyn Paul
Relationship Manager
​Josh Williams
Relationship Manager
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Rob Hoxton, CFP®, AAMS, AIF®

Managing Director

rob.hoxton@unitedcp.com
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Rob Hoxton, Managing Director of the United Capital team in Northern Shenandoah Valley, entered the financial services industry in 1986. Prior to joining HFI, Rob worked with American International Group (AIG), a leading provider of insurance and financial services based in New York. He 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
  • Accredited Asset Management Specialist (AAMS)
  • Accredited Investment Fiduciary (AIF®)
  • America’s 150 Best Advisors for Doctors, Medical Economics
  • 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
  • Member Financial Planning Association Board of Directors (2011–2013)
  • Founder, The Rural Financial Planning Project

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Julia M. Connell, CFP®, MBA, MSFP, MPAS℠

Managing Director

julia.connell@unitedcp.com
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Julia Connell, Managing Director of the United Capital team in Northern Shenandoah Valley began her career in the financial services industry by working as the Chief Financial Officer for Jefferson Memorial Hospital. She also worked as a financial consultant to the healthcare industry and has extensive knowledge of medical practices in the area of financial management. Julia joined Hoxton Financial and continued with HFI Wealth Management as partner and senior wealth adviser.

Julia is a graduate of Shepherd University with a Bachelor’s Degree in Business Administration with a concentration in Accounting. She earned her Master’s Degree in Business Administration from West Virginia University. Julia is a Certified Financial Planner and holds a Master’s Degree Financial Planning from the College for Financial Planning in Denver where she also completed the Certified Financial Planner Professional Education Program.

As a Managing Director and financial planner, Julia works with clients to bring understanding and discipline to the financial choices people make in their everyday lives.

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Amanda Runkles, CPA, CFP®, PFS℠

Wealth Manager

amanda.runkles@unitedcp.com
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Amanda Runkles joined HFI Wealth Management, now the United Capital office in Northern Shenandoah Valley, in 2011 after spending seven years in public accounting, where she specialized in Bank Audits and Tax Preparation. Under HFI Wealth Management, Amanda served as the Director of Financial Planning in our Shepherdstown location. She worked closely with clients to tailor recommendations specifically in the areas of Retirement Planning, Cash Flow and Investment Management, and other specialty areas of Tax, Insurance and Estate Planning.

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, an Investment Adviser Representative in 2011, a Personal Financial Specialist (PFS℠) in 2012 and a CERTIFIED FINANCIAL PLANNER (CFP®) professional in 2013.

Her education and experience in Financial Planning, Investment Management and Tax Issues make Amanda a valuable member of the United Capital team.

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Rebecca "Becky" Blevins, CFP®, MSFS, ADPA®

Wealth Manager

becky.blevins@unitedcp.com
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As a Wealth Manager for United Capital team in the Northern Shenandoah Valley, Becky is responsible for maintaining client relationships by offering advice in the areas of investment, tax, retirement, education, insurance and estate planning. Becky is responsible for supporting the Managing Director as well as actively participating in the development, coaching, and training of Relationship Managers within the organization.

Becky graduated Magna Cum Laude from Shepherd University and was the first person from their CFP ® educational program to sit for and pass the exam. Becky became a CERTIFIED FINANCIAL PLANNER (CFP ® ) professional in 2015.  In that same year she also attained her Accredited Domestic Partnership Advisor SM  (ADPA®) designation from the College for Financial Planning®.  She earned her Master of Science degree in Financial Services (MSFS) from The American College of Financial Services® in 2017. Becky lives in Northern Virginia with her husband, Scott, and their beloved pound dog, Mack-O- Roni. She enjoys any outdoor activity and is an avid Washington Capitals fan.

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Leota Trainor

Administrative Manager

leota.trainor@unitedcp.com

Leota Trainor brings 27 years of experience in the financial advising industry with extensive knowledge of firm operations and extensive knowledge in internal office support. Her depth of experience has enabled her to be an integral part of HFI, now United Capital, supporting its growth into a member of the United Capital family and the successful financial adviser firm it is today.

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Tracy Drumheller

Administrative Manager

tracy.drumheller@unitedcp.com

As our Administrative Manager with the United Capital Winchester office, Tracy Drumheller is the first point of contact for our clients. In this multifaceted role, she strives to make their experience exceptional and is the key to keeping our office running smoothly in all areas. Tracy will assist the Managing Director, Wealth Managers and Relationship Managers with client needs.

Tracy holds a Bachelor of Science in Education from Bloomsburg University, Bloomsburg, Pennsylvania, and has over 13 years of administrative experience, having been employed prior to joining United Capital at Amherst Family Practice in Winchester, Virginia. In her past, she enjoyed positions as a Flight Attendant and Reservation Team Leader with People Express Airlines and as an Education Specialist in Winchester, Virginia.

Tracy’s family is at the center of her life, and she is very proud of her two adult children, Jaclyn and Zachary. Traveling with her husband, helping others, baking, reading a good book, going to concerts, playing games and sharing good food with family and friends make her smile. She gets pretty excited about collegiate-level sports and is an avid supporter of The University of Virginia. Go HOOS!

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Stacy Lindberg

Director of Operations

stacy.lindberg@unitedcp.com

Stacy Lindberg is responsible for planning, directing and coordinating the activities of daily operations at the United Capital office in Northern Shenandoah Valley. Her responsibilities include oversight and revenue potential, revenue tracking, monthly P&L, budget, compliance and HR. She is also highly skilled in systems oversight of Salesforce, Envestnet and various custodian implementation, with an adherence to accuracy.

Stacy graduated with honors from Shepherd University and holds a BS in Political Science. She also holds an MA from Marshall University. Stacy brings with her over 20 years of experience in the financial service industry, nine with HFI Wealth Management (now United Capital) and 14 years owning and operating a mortgage company.

She enjoys tennis, hiking and gardening. Stacy lives in Kearneysville, West Virginia, with her husband and two children.

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Ashlyn Paul

Relationship Manager

ashlyn.paul@unitedcp.com

Ashlyn Paul is a Relationship Manager for the Shepherdstown office of United Capital. She acts as the primary point of contact for clients to help ensure a consistent and positive client experience. Additionally, Ashlyn is responsible for supporting the Managing Directors to help ensure all commitments are completed.

Ashlyn is a graduate from James Madison University with a Bachelor of Arts, where she majored in Historic Preservation and Conservation. Prior to her career here, she was a nurse for five years at Fauquier Hospital, then worked for Navy Federal Credit Union as a Fraud Specialist for two years.

Ashlyn likes many outdoor activities, spending time with family and friends, and reading. 

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​Josh Williams

Relationship Manager

josh.williams@unitedcp.com

Josh Williams is a Relationship Manager for United Capital’s Winchester office. He is responsible for interacting with clients on a range of matters, helping to ensure follow-through on all commitments to provide an overall positive client experience.

Prior to joining United Capital, Josh worked in the financial services division of the National Automobile Dealers Association (NADA).  There, for over 11 years, he specialized in the administration and day-to-day operation of retirement plans for clients nationally. Josh holds a BS in Business Administration from Shepherd University, where he graduated Summa Cum Laude and received the McMurran Scholar Award.

Josh lives in Winchester with his wife, Jackie, and daughter, Hailey. In his spare time, he enjoys fitness activities, crosswords and grilling. Josh is a sports enthusiast who plays golf and is a supporter of the local teams, especially the Washington Redskins.

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8530 Shepherdstown Pike
Shepherdstown, WV 25443
304-876-2619