Team Approach

We are confident that our team approach allows us to provide the highest level of service to our clients. Rather than just working with one advisor, it is our goal that our clients can feel the confidence knowing that they are working with a team of experienced professionals sharing their ideas and opinions with one another to provide the best available solution to any issue a client might have.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

James C. Sexton III, CFP®, CFS | Partner

P. 330 655-1543
Mail:jsexton@westernreservecm.com

Jim founded Western Reserve Capital Management and has been providing guidance and financial counsel to affluent families, corporate executives and business owners for nearly two decades. Area businesses and corporations regularly ask him to speak to their employees on workplace retirement plan rules and investment strategies. A native of Hudson, he is a graduate of the Hudson School system and is actively involved in the community by serving on the Board of Directors of the Hudson Library and Historical Society and is a past president of the organization.

An avid fly fisherman since childhood, he is a fly casting instructor and teaches introductory classes on fly fishing throughout Northeastern Ohio. Additionally, he is a founding member of the Western Reserve Fly Fishing Club of Hudson.

 

Areas of Concentration

  • Retirement Income Planning
  • Estate Planning

Accreditations & Licenses

  • CERTIFIED FINANCIAL PLANNER™ CERTIFICANT
  • CERTIFIED FUND SPECIALIST
  • Securities Registration: Series 6, 7, 63, 65

Education

  • B.A. in Economics and English, The University of Akron

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

Alan Shall* CPA, CFP®, CFA | Partner

P. 330 896-3792
Mail:ashall@westernreservecm.com

Alan began his career in 1974 when he joined the public account firm of Peat, Marwick, Mitchell & Co. (now KPMG LLP) in their Fort Lauderdale, Florida office. In 1981 he returned to Northeastern Ohio and joined the public accounting firm Kausch & Graf Co. in Akron, Ohio. In 1988 Alan and his wife Lisa moved to Fort Collins, Colorado where he changed his career path to the financial services industry and became an independent financial advisor. Alan and Lisa returned to Ohio in 1993. Shortly thereafter he joined Summit Bank in Akron, Ohio to help build an investment company subsidiary for this community bank. He continued his career with bank affiliated investment companies until choosing to again become an independent financial advisor in 2003.

Alan has served as an adjunct instructor for Stark State College in North Canton, Ohio, teaching in the accounting and financial services disciplines.

*Alan Shall is not affiliated nor registered with FSC Securities Corporation.

Areas of Concentration

  • Retirement Income Planning
  • Investment Planning

Accreditations

  • CERTIFIED PUBLIC ACCOUNTANT
  • CERTIFIED FINANCIAL PLANNER™ CERTIFICANT
  • CHARTERED FINANCIAL ANALYST® CHARTERHOLDER

Education

  • B.A. in Accounting, Kent State University

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Chartered Financial Analyst® is a registered trademark owned by CFA Institute