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 strive to provide the best available solution to any issue a client might have.

 

 

 

 

 

 

 

 

 

James C. Sexton III, CFP®, CFS 

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

 


 

 

 

 

 

 

 

Gage Paul* CFP®, RICP , EA 

Mail: gpaul@westernreservecm.com

 

Gage Paul is a Certified Financial Planner®. Gage entered the industry to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired an in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. Before joining Western Reserve Capital Management, Gage spent time at a major Life Insurance company and two wealth management firms. He immediately fell in love with financial planning after entering the industry, but it wasn’t until he joined the first wealth management firm where his passion for helping clients nearing and in retirement was discovered when he learned more about all of the complexities and the value smart planning can provide in this area. Gage decided to get more specialized knowledge in retirement planning by attaining the Retirement Income Certified Professional credential through the American College. This designation provided Gage with comprehensive knowledge on how to best serve retiree clients and help them to optimize their retirement planning. 

In his free time, Gage enjoys being outdoors, reading, cooking and spending time with his family, three dogs, Truman, Malibu and Lucy. Gage is also a fitness and nutrition enthusiast and regularly attends silent meditation retreats.

*Gage Paul is not affiliated nor registered with FSC Securities Corporation.

Areas of Concentration

  • Retirement Income Planning
  • Investment Planning

Accreditations

  • CERTIFIED FINANCIAL PLANNER™ CERTIFICANT
  • RETIREMENT INCOME CERTIFIED PROFESSIONAL 
  • ENROLLED AGENT

Education

  • B.A. in Financial Planning, The University of Akron

 

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.