Robert W. Scharar
Founder / President And Chief Executive Officer

In 1975, FCA’s predecessor entity began doing business in Massachusetts. In 1979, after Mr. Scharar received his Master’s Degree of Law in Taxation from Boston University School of Law, FCA’s predecessor entity opened its business in Texas. Since that time, Mr. Scharar has provided financial planning and investment advisory services to individuals from various professions and to closely held businesses.

Mr. Scharar graduated from Polk Junior College with an Associate of Arts degree in Accounting in 1968 followed by a Bachelor of Science degree in Accounting from the University of Florida in 1970. In 1971, he received a Master’s in Business Administration from Northeastern University. In 1974, Mr. Scharar graduated from the Northeastern University Law School with a Juris Doctorate degree.

In 2009, he was appointed to serve as a Trustee of Florida Southern College. Since 1977, he has been a Director of the American Society of Attorneys-Certified Public Accountants, Inc. and served as President for two years ending in November 1988. Mr. Scharar serves on numerous corporate boards throughout the United States and abroad. Refer to FCA’s Form ADV Part II, for a more descriptive list of the entities Mr. Scharar serves as an officer and/or board member.

Mr. Scharar serves on the Investment Committee of FCA.
Reagan Sirmons
Senior Vice President
Chairman – Investment Committee
 
Mr. Sirmons, a native Texan, graduated from the University of Texas in 1964 with a Bachelor of Arts degree in Economics and Government. Thereafter, he attended an accelerated program focused on the securities industry at the New York University Graduate School of Finance. Since that time, Mr. Sirmons has served on numerous corporate and charitable boards and was a founding stockholder / director of two companies later listed on the New York Stock Exchange. Within his career, he has participated in the negotiations of numerous corporate sales or acquisitions.

For ten years, Mr. Sirmons held the title of Executive Director- Investments at Oppenheimer & Co., ending April 2006. From April 2006 to November 2007, Mr. Sirmons was Vice President of Noble Royalties Inc., and responsible for the development of the firms’ institutional client relationships related to the acquisition of oil and gas royalty interests.

Throughout Mr. Sirmons 45 years of experience, he has worked with clientele owning significant dollars in equity and fixed income instruments. Because of his first-hand knowledge of the brokerage industry, Mr. Sirmons brings to FCA an unusual insight into the investment arena. The insight into the institutional trading processes and marketplaces greatly enhance FCA’s efficacy in the marketplace.

Mr. Sirmons serves on the Investment Committee of FCA.

Wes Yuhnke
Chief Investment Officer

Mr. Yuhnke serves as the Chief Investment Officer for FCA. In this capacity, Mr. Yuhnke coordinates investment research, trading and investment operations. After receiving his Bachelor of Business Administration in Finance from Stephen F. Austin State University in 2002, Mr. Yuhnke joined FCA as an intern. While working part-time for FCA, Mr. Yuhnke attended Texas Tech University, where he graduated cum laude receiving his Masters in Business Administration in December 2003. Mr. Yuhnke also serves as Assistant Portfolio Manager to the Commonwealth International Series Trust (the “Commonwealth Funds”).

Mr. Yuhnke serves on the Investment Committee of FCA.
Shari Manning
Vice President
Senior Financial Planner

Ms. Manning currently serves as a Vice President and Senior Financial Planner for the firm. As Vice President in charge of client services, she manages the recruitment and development of the financial planning department. In addition, she is a Senior Financial Planner responsible for the estates and financial planning services of a sizeable client base. Ms. Manning completed the Rice University Executive Management Program in 1995. She is currently a member of the Financial Planning Association. Before joining FCA in 1987, Ms. Manning was an accountant for an oil and gas trading company.

Ms. Manning serves on the Investment Committee of FCA.
Ella G. Mahon
Financial Planner

As a Financial Planner, Ms. Mahon works directly with clients to provide personalized estate / financial planning services. She graduated from Stephen F. Austin State University with a Bachelor of Business Administration in Finance in December of 2000. Ms. Mahon joined the firm in 2002. Thereafter, she completed the Certified Financial Planner Certification Education program at Rice University in 2004. She is currently a member of the Financial Planning Association.

Ms. Mahon serves on the Investment Committee of FCA.

Carlos Rubio
Investment Operations Manager

Mr. Rubio oversees the technical and administrative processes of client portfolio administrative records.  As Investment Operations Manager, he is active in the execution of the equity transactions on behalf of clients.  Additionally, Mr. Rubio is an Assistant Portfolio Manager for Commonwealth Funds.
Prior to joining FCA in 2004, Mr. Rubio served as an Analyst and Senior Portfolio Manager for the Cougar Fund from August of 2003 until December of 2004. Mr. Rubio received a Master’s of Science in Finance from the University of Houston and a Bachelor of Science in Finance from the University of Houston - CL. While completing his Master’s of Science degree, he attained a Certificate in Financial Services Management.

Mr. Rubio serves on the Investment Committee of FCA.

Ronald Manning
Investment Analyst

Mr. Manning is an Investment Analyst and an Assistant Portfolio Manager of the Commonwealth Funds.  In 2007, he received his Master’s of Science Graduate degree from Texas Tech University and joined FCA. He received his Bachelor of Arts in Policy Studies from Rice University in 1989.

Mr. Manning supports the Investment Committee of FCA.

Robert Burns
Tax & Accounting Director

Mr. Burns joined the firm in 2004 and serves as the Tax & Accounting Director.  In this capacity, Mr. Burns advises clients on tax matters affecting individuals, business entities and estates and trusts.  He oversees the preparation and filing of federal and state tax returns for the various individuals, estates, and corporate clients.  He received a Bachelor of Science in Accounting from Mississippi State University.  Mr. Burns is a Texas Certified Public Accountant.  He has 26 years of public accounting and insurance related experience.  While in public accounting, Mr. Burns focused on accounting and tax issues for estates and trusts.

William LeVay
Director of Business Organization and Succession Planning

As Director of Business and Succession Planning for FCA, Mr. LeVay provides estate and financial planning services to clients and also advises clients on succession issues.
He received his Bachelor of Science in Business from Indiana University and his Juris Doctorate from Baylor Law School. Mr. LeVay is a member of the Texas Bar and is a Texas Certified Public Accountant. Mr. LeVay has served as President of the Texas chapter of the American Association of Attorney-CPA’s and he has previously served on the Committee on Admissions for the State Board of Law Examiners.

Ruth Willars
Chief Compliance Officer

As the Chief Compliance Officer, Ms. Willars is responsible for managing FCA’s compliance program. She joined the firm in 2006, as assistant chief compliance officer. Prior to joining FCA, Ms. Willars was in private practice representing companies in general business litigation. Additionally, she practiced labor and employment law, where she represented management in litigation, arbitration and mediations, and before administrative agencies. She worked with companies in conducting internal investigations, formulating preventive strategies, and drafting personnel policies and procedures. Ms. Willars graduated cum laude from Texas Tech University School of Law with a Juris Doctorate degree and graduated with honors from the University of Texas at El Paso with a Bachelor of Arts degree.
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