Team Work
We strongly believe in a dynamic team approach blending our various areas of expertise and experience, ultimately leading to superior, well-orchestrated decision making. Our team prides itself on building a strong, lasting relationship with each client by providing service with a personal touch.

Our Team

Herbert G. Hopwood, CFP®, CFA® – President
Eric F. Randolph – Director of Fixed Income & Portfolio Manager
Joni R. Alt, CFP® - Director of Financial Planning & Portfolio Manager
Jackeline B. Short – Director of Portfolio Services & Operations
Stacy D. Hopwood – Office Manager
Herbert G. Hopwood, CFP®, CFA® – President
herb@hopwoodfinancial.com

Business Background
Hopwood Financial Services, Inc. – President (2003 to Present)
West Financial Services, Inc. – Senior Vice President and Principal (1992 to 2003)
Prudential Securities – Financial Adviser (1986 to 1992)
First American Bank of Virginia – Trust Pension Officer and Real Estate Loan Officer (1981 to 1986)

Formal Education
Chartered Financial Analyst charterholder (CFA®)
Certified Financial Planner practitioner (CFP®)
University of Notre Dame, BBA in Finance

Professional Memberships
CFA Institute
CFA Society of Washington, D.C.
The Financial Planning Association (FPA)
The Financial Planning Association, National Capital Area Chapter

Personal
Herb founded Hopwood Financial Services and has grown the business at a steady and successful rate. He is a past president of the Arlington Rotary Club and has been involved with the Arlington Free Clinic. Having served as Captain and lettering all four years on the Notre Dame tennis team, Herb continues to play on a regular basis. He is also active at St. Matthew’s United Methodist Church in various capacities. Herb lives in Vienna with his wife and two daughters.
Eric F. Randolph – Director of Fixed Income & Portfolio Manager
eric@hopwoodfinancial.com

Business Background
Hopwood Financial Services, Inc. – Director of Fixed Income & Portfolio Manager (2003 to Present)
T. Rowe Price – Client Manager
Charles Schwab & Co. – Registered Representative and Instructor
First Union Bank – Branch Representative
American Express Financial Advisors – Financial Planner

Formal Education
Candidate for CFP® certification
Morehouse College, BA Business Administration

Personal
Eric joined Hopwood Financial Services at its inception and has played an integral role in building the firm to where it is today. Eric has conducted over 500 investment seminars in the Washington, D.C. metro area, and is an active member in various church organizations. Born in New York City, Eric has lived in the Washington, D.C. area for over 25 years.

Joni R. Alt, CFP® – Director of Financial Planning & Portfolio Manager
joni@hopwoodfinancial.com

Business Background
Hopwood Financial Services, Inc. – Director of Financial Planning & Portfolio Manager
Houlihan Financial Resource Group, LLC – Portfolio Manager (2004 to 2010)
West Financial Services, Inc. – Portfolio Manager (2001 to 2004)
Charles Schwab & Co. – Senior Investment Consultant (1989 to 2001)

Formal Education
Certified Financial Planner practitioner (CFP®)
West Virginia University, Bachelors of Arts
George Mason University, currently pursuing Bachelors of Science in Accounting

Professional Memberships
National Association of Personal Financial Advisors (NAPFA)
The Financial Planning Association (FPA)
The Financial Planning Association, National Capital Area Chapter
Washington DC Women’s Study Group

Personal
Joni joined Hopwood Financial Services in January of 2010. She is a flutist and a member of Flutonic, a community flute choir. Joni is active in her church, Fair Oaks Church, where she is part of the orchestra. She lives in Chantilly with her husband Dale and their two children, Clayton and Jennifer.

Jackeline B. Short – Director of Portfolio Services & Operations
jackie@hopwoodfinancial.com

Business Background
Hopwood Financial Services, Inc. – Director of Portfolio Services & Operations
USI Insurance Services (Formerly Patterson Smith Associates) – Commercial Account Manager, Operations Administrative Assistant (1998-1999)
Wells Fargo Insurance (Formerly Acordia of VA, Inc.) – Commercial Account Manager, Automation Coordinator (1991-1998)

Formal Education
University of Virginia, B.S. in Commerce, Concentrations in Finance and Marketing

Personal
Jackie joined Hopwood Financial Services in July of 2013. Jackie resides in Clifton, Virginia with her husband and three children. She has three sons, with the oldest attending Thomas Jefferson and the other two attending Robinson. In her spare time, she volunteers as the manager for her son’s soccer team, and is the Secretary for their Homeowners Association, Cedar Knolls of Clifton.

Stacy D . Hopwood – Office Manager
stacy@hopwoodfinancial.com

Business Background
Hopwood Financial Services, Inc. – Office Manager
Advanced Technology and PRC – Communications and Marketing Department

Formal Education
George Mason University, BA in Communications

Personal
Stacy has been the Office Manager for Hopwood Financial Services since the firm’s inception. Outside of the office, she is actively involved in the community and enjoys playing tennis and spending time with her family. Stacy is the proud mother of two daughters.
 

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