Arthur Cooper, CFP®

Managing Director

The day a client stormed out of a meeting, proclaiming it had been a total waste of time changed Arthur’s life. It was November 1989, and he had spent the past four years at a national financial services company that expected him to promote their own interests. Something clicked that day, and Arthur became committed to making things better. He ditched the scripts and corporate agenda and started his own financial planning and investment advisory firm.

Arthur has the unique ability to help people identify what is most important in their lives and their families’ lives and work with them to create the solutions necessary for success, whether it’s financial or personal.    More >





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David McManus, CFP®

Managing Director

David is a problem solver. He has worked hard to become the “go-to” when his clients need answers and advice. With a Bachelor’s degree in Business Administration from San Diego State University, David began his career with a top financial firm going on to rank in the company’s top 10% of advisors nationwide in his first year. He partnered with Arthur in 2001, knowing that he could serve his clients more thoroughly and objectively as an independent advisor.

For the past decade, David has focused on building quality relationships with his clients and their families. Everyone has a unique financial situation, and David is driven by the opportunity that presents: to design individual, creative and comprehensive strategies that make his clients’ lives that much better.   More >





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Tonya Collier

Acting Principal

Tonya is the cornerstone of Cooper McManus. She keeps us all in compliance and provides guidance for all Cooper McManus registered representatives, attending to every possible question or concern. If you have a problem, she will find the solution. Having passed the CFP® exam in March 2015, she possesses a thorough understanding of both the advisor and broker/dealer sides of the industry making Tonya a highly regarded compliance resource.

Along with her extensive industry knowledge, Tonya brings a level of energy to the team that is unparalleled. When it comes to handling concerns, Tonya is exceptionally responsive and definitely straightforward.    More >





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Stacey Dixon

Client Services Director

Stacey is the key to what makes Cooper McManus feel like a family. Her client service and event planning talents are simply incomparable. She schedules meetings, processes paperwork, plans events, assists in the compliance and marketing departments, handles questions and concerns, and makes it all look so easy. Along with her cheerful and pleasant demeanor, Stacey has the extraordinary habit of offering help to her team members at the end of a long day.

Stacey graduated Cum Laude with a Bachelor’s degree in Health Science from California State University of Fullerton and is a Certified Health Education Specialist. She was inducted into the Golden Key International Honour Society for her GPA and community service contributions throughout college.    More >





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Anita O’Connor, CFP®

Financial Advisor

Anita’s experience as a special educator made the transition to financial planning a natural one. With a degree in Psychology from UCLA and a Masters in Education from USC, she spent eight years teaching educationally handicapped children at UCLA’s Neuropsychiatric Institute. When she became interested in investing, she was offered a position with Gainsborough Financial Consultants, Inc. (GFC), an independent investment advisory firm that specialized in financial planning.

Intrigued by GFC’s client-centered approach, she became a financial planner, later becoming its President and Chief Compliance Officer. When GFC merged with Cooper McManus in 2010, Anita was thrilled to migrate her clients to another established wealth management firm that was equally committed to the financial planning philosophy.   More >




 

 


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Jason Werner, CFP®

Principal Support

Jason is an entrepreneur. He graduated Northern Arizona University with a Bachelor’s degree in Business Administration, Finance, & Economics. He has since built up his financial advisory business and joined Cooper McManus as a Financial Advisor. Additionally, Jason works with Tonya to oversee compliance for Cooper McManus’ affiliated advisors.

Jason has a passion for adventure and enjoys spending time with his wife and daughter .   More >





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Jodi Anderson

Director of Building Operations

Jodi is affectionately known as our Director of First Impressions. As the first point of contact at Cooper McManus, she is always ready to invite clients into our office with a warm welcome whether by phone or in person. Jodi keeps the office running smoothly, taking care of clients’ and team members’ needs and providing world-class concierge service.

With Jodi around, everyone in the office has their needs attended to, their questions answered, and most importantly, a steady supply of cappuccino. We’re not sure if it’s from her Midwestern upbringing or the time she spent raising her family in Canada, but Jodi’s conscientious and caring nature is a delight to us all.   More >




CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.