Briefcase

Shean joins Free Clinic: Vicki Shean has joined the Eastern Panhandle Free Clinic as its new development manager.

Shean, previously the resource development director for six years at United Way of the Eastern Panhandle, now is responsible for leading all the clinic’s fundraising activities, relationship management, marketing and public relations.

She brings to the position more than 25 years of executive and management experience within a variety of non-profit and government agencies.

Established in 2001, the Eastern Panhandle Free Clinic provides primary health care services to uninsured, low-income Eastern Panhandle residents who are unable to obtain access to health care otherwise.

In 2011, the clinic recorded more than 10,000 patient visits and dispensed free prescriptions valued at more than $5 million. It relies on community financial support and volunteers in order to provide services. To know more, visit www.wvepfc.com.

Shepherd prof named to post: A professor of astronomy and astrophysics at Shepherd University has been named president of the West Virginia Academy of Science.

Jason Best, also the director of the Shepherd University Observatory, began his two-year term as president on July 1.

The academy, which was founded in 1924, oversees numerous activities from those aimed at kindergarteners to the higher education level.

This spring, the academy held its first joint meeting with the West Virginia Science Technology and Research Symposium. Featured speakers included U.S. Sen. Jay Rockefeller, chairman of the Senate Committee on Commerce, Science and Transportation; Subra Suresh, director of the National Science Foundation, and Paul Hill, chancellor of the West Virginia Higher Education Policy Commission.

Best has been a member of the Shepherd faculty since 1997. Said Best: “I am humbled to have the opportunity to be able to work with so many people at numerous institutions who not only understand the value of science in their own lives, but are passionate about communicating that importance to broader audiences across West Virginia.”

Hoxton attends innovation strategy gathering: Rob Hoxton, the founder of Shepherdstown-based HFI Wealth Management, was one of just 32 national experts invited to take part in the Consumer Financial Protection Bureau’s inaugural innovation strategy meeting last month in Washington.

The CFPB educates consumers; supervises banks, credit unions and other financial companies; enforces federal consumer financial laws; and gathers and analyzes information in order to better protect consumers.

The purpose of the June 19 and 20 meeting was to recognize financial mistakes that consumers make, analyze the behaviors that cause the errors and then find ways to prevent the missteps.

Hoxton, an elected member of the Financial Planning Association’s board of directors, was invited to participate along with behavioral specialists and other financial advisers, both low-income counselors and high-net wealth managers.

Said Hoxton: “The meeting was very enlightening. We primarily focused on the behaviors of financial consumers and how we can alter policies to better suit consumers’ needs.”

Hoxton said the discussion of retirement planning was particularly interesting. Harvard University professor David Laibson, another of the experts who took part, shared a study that found that, although low-income individuals say they cannot afford to save, when they are automatically enrolled in a savings plan, they do not usually miss the money.

Hoxton, who began his career in the financial services industry in 1986, has won numerous awards for his work in the wealth management area, including being named as America’s 150 Best Advisors for Doctors in Medical Economics.

He is a graduate of the Certified Financial Planning Professional Program of the College for Financial Planning in Denver. Hoxton is the developer of “The Grow Greenr Method” and the author of “Grow Greenr, 10 Steps to a Richer Life,” which is available at Amazon.com.

He also wrote “Investing in Uncertain Times,” which can be downloaded as a PDF file from www.hfiwealth.com.

A leading fee-only investment advisory firm, HFI’s flagship office in Shepherdstown dates to 1992. Hoxton added a location in Winchester, Va., in 2004. His goal is to continue to expand HFI, which provides wealth management and retirement plan consulting for individuals and firms.

Hoxton last year began serving a three-year term on the FPA board.

Also in 2011, Hoxton launched the Rural Financial Planning Project, which helps to eliminate financial illiteracy in underprivileged areas.

Through a program at Shepherd University, the project provides financial aid and mentorship to worthy students. Upon completion, graduates receive Certified Financial Planner designation. The goal of the program is to promote financial literacy in poverty-stricken, rural areas of the United States.

Share This Post

Leave a Reply

Your email address will not be published. Required fields are marked *


*

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>