Getting to Know Cooper Mcmanus
Arthur Cooper, CFP®
President & Founder
949-788-1854
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. His strong technical knowledge enables him to build comprehensive tax-efficient plans that satisfy the needs and, more importantly, the values of his clients. He continues to follow his passion for guiding and mentoring other advisors especially as they transition to independence.
Outside of work, Arthur finds fulfillment in spending time with his son, Miles. He appreciates the finer things in life, good wine, travel, and fine dining, but nothing gets him quite so excited as the latest software or tech gadget.
Check the background of this investment professional on FINRA BrokerCheck
California Insurance License #0798385 | Securities Series 4, 7, 24, 53, 63, 65, 99
David McManus, CFP®
Senior Wealth Manager
800-516-4319
Professional
David earned his Bachelor’s in
Financial Services from San Diego
State University before joining a top
financial firm, where he ranked in the
top 10% of advisors nationwide in his
first year. A CERTIFIED FINANCIAL
PL ANNER™ professional since 1999,
he co-founded Cooper McManus in
2001, growing it from 2 to 65+
advisors. Today, he and his team
manage more than $1B in assets for
their clients.
Expertise
David and his team are go-to advisors
for high-net-worth individuals,
families, settlement specialists, and
plaintiffs’ attorneys seeking bespoke
financial strategies for themselves or
their clients. Whether managing the
complexities of a significant liquidity
event, structuring estate plans, or
optimizing one’s portfolio for tax
efficiency, they excel at turning
complexity into opportunity.
Personal
David is happily married to his wife
Kimberly, and together they have
three sons: Cole, Grant, and Jack .
When he’s not spending time at
home, traveling with his family, or
attending church events, David can
be found surfing or enjoying a drive
down the Pacific Coast Highway.
Aron Wong, WMS™
Private Wealth Advisor
As a Private Wealth Advisor, Aron works with David McManus and Joel Staples to develop wealth management and retirement planning solutions that help individuals achieve financial security and meet their goals, however they define them. Committed to building long-term relationships with clients, he derives immense satisfaction from bringing the planning process to fruition. Aron entered financial services in 2019 as a Financial Representative for Northwestern Mutual, later joining Joel Staples at DJM Financial as a Financial Planning Analyst prior to their move to Cooper McManus.
Aron attended Loyola Marymount University where he was awarded the Ignatian Leadership Scholarship and earned a Bachelor of Business Administration degree with an emphasis in management. Following his time at Loyola, Aron went on to earn a professional certification in Human Resources Management from the University of California, Los Angeles. Additionally, Aron became a Wealth Management Specialist™ designee through the College for Financial Planning in 2024.
A California native, Aron lives in his hometown of Huntington Beach with his wife, son, and daughter. When he’s not planning, he enjoys traveling to Sweden and Finland to visit his wife’s family, trying out a new recipe on the smoker, or cooking and baking with his daughter.
Check the background of this investment professional on FINRA BrokerCheck
California Insurance License #4023289 | Securities Series 7, 66, 6, 63, SIE
Devonney Thurman
Advisory Associate
devonney@lindseyandlindsey.com
Advisory Associate
Devonney joined the Lindsey & Lindsey team in 2017 and brings a background in business and client service to her role. She graduated Summa Cum Laude from Grand Canyon University with a degree in Business Management, providing a solid foundation for her work in the financial services industry. Devonney holds both the Series 7 and Series 66 licenses and is committed to helping clients navigate their financial goals with clarity and confidence.
A Thousand Oaks native, Devonney attended Hillcrest Christian School before moving to Arizona for college. Outside of the office, she enjoys traveling, skiing, and spending quality time with friends and family.
Gregory Holmes
Financial Advisor
Greg Holmes, Financial Advisor. Cooper McManus is a Registered Investment Advisory Firm. Securities offered through Cambridge Investment Research. Member FINRA/SIPC. Advisory Services offered through Cooper McManus, Inc. Cooper McManus and Cambridge Investment Research are separate entities. Trading instructions sent via email will not be honored; please call me or Cambridge Investment Research, Inc. at 1-800-777-6080. Please be advised that communications regarding trades in your account are for information purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets.
Jessie Harlan
Paraplanner
949-788-1887
As a Financial Paraplanner Qualified Professional (FPQP®), Jessie works closely with high-net-worth clients to develop wealth management strategies that help them achieve their financial goals, both big and small. Passionate about building strong client relationships, she finds fulfillment in guiding individuals along their financial journey and seeing their plans come to life.
She began her career in education, spending several years as an elementary school teacher before transitioning into wealth management. Her background in teaching has given her a unique ability to simplify complex concepts and provide clients with clarity and confidence in their financial decisions.
A California native, Jessie enjoys spending her free time cooking, baking, and running. Whether perfecting a new recipe or training for her next run, she brings the same dedication and enthusiasm to her personal interests as she does to her clients helping them achieve financial success.
Joel Staples, JD, CFP ®, CPWA®
Private Wealth Advisor
Professional
Joel earned a baseball scholarship to St. Mary’s College of California and was drafted by the Florida Marlins in 2008, playing two seasons. After baseball, he practiced law before pivoting to wealth management in 2016. He began at Northwestern Mutual, later joining DJM Financial, where he helped manage over $1B in client assets. In 2022, he brought his practice to Cooper McManus, where he now helps to lead the team and has been instrumental in growing the firm’s assets to more than $1B.
Expertise
Joel and his team are go-to advisors for high-net-worth individuals, families, settlement specialists, and plaintiffs’ attorneys seeking bespoke financial strategies for themselves or their clients. Whether managing the complexities of a significant liquidity event, structuring estate plans, or optimizing one’s portfolio for tax efficiency, they excel at turning complexity into opportunity.
Personal
Joel resides in Tustin, California with his wife, Mirranda, and their two kids, Cooper and Cortland. He is an active member of Compass Bible Church in Aliso Viejo. In his spare time, he enjoys spending time with his family, escaping to the outdoors in Lake Arrowhead, and playing basketball.
Check the background of this investment professional on FINRA BrokerCheck
California Insurance License #OK78402 | Securities Series 6, 7, 63
Jonathan Murphy, CFP®, ChFC®
Financial Advisor
As Managing Partner and Private Wealth Advisor, Jonathan helps our clients who he describes as, “the world's most outstanding humans,” build personalized financial plans that elevate them to live authentically and win financially. He helps them identify their financial security needs and then focuses on proven strategies that help them make their goals a reality. His mission is to make a positive impact on everyone he interacts with, and he strives to do things better than they've ever been done before.
Jonathan began his career in finance with a Fortune 500 company in 2011 and in 2022 he was ranked one of Forbes Best in State Top Financial Security professionals. He was later elevated to lead the firm’s private client group in southern California before evolving into the independent fiduciary role. He is a CERTIFIED FINANCIAL PLANNER® and a Chartered Financial Consultant® has earned his bachelor's degree in business administration - finance with California State University San Marcos and has worked with leading financial minds over the last decade.
Jonathan originally from Los Angeles and growing up in the Pacific Northwest, he loves spending time outdoors and some of his favorite activities are visiting parks with his wife and his two children, spending the day at the beach with his family, motorcycling and surfing. He's also involved with Project Mercy Baja, a 501-C (3) charitable organization that builds solid and secure houses and improves the quality of life for impoverished families in Mexico.
Shannon Beahan, CFP®, AEP®
Financial Advisor
COO | Partner | CERTIFIED FINANCIAL PLANNER®
Shannon Beahan, CFP® has been in the financial services industry since 2006. She joined Lindsey & Lindsey Wealth Management in the spring of 2021, transitioning from working with individual clients as a Financial Consultant at Fidelity Investments. Shannon has had the pleasure of serving clients in several capacities, spending a large portion of her career at Ladenburg Thalmann Asset Management (LTAM), most recently as Vice President, Regional Consultant. While working for LTAM, Shannon served as a subject matter expert and resource to financial advisors, building and implementing customized investment strategies for their clients. During her tenure, Shannon’s efforts contributed to a quadrupling of the firm’s assets under management.
Shannon received a Bachelor of Science in Business Management with a concentration in Accounting from Excelsior College in Albany, New York. She also completed a Certificate in Financial Planning from New York University (NYU) in New York City. She currently holds the securities licenses Series 7 and 66. She obtained her Certified Financial Planner™ Certification in 2019.
A California native, Shannon spent many of her childhood years in Idaho, before moving to New York City to pursue a career in Finance. Missing the sunshine, she returned to California for good in 2014. She resides in Thousand Oaks with her yellow Labrador, Eleanor. Shannon enjoys being physically active, traveling with those she loves, and spending time at the beach with Eleanor.
This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, HI,ID, IL, KS, KY, MD, MN, NC, ND, NM, NV, NY, OK, OR, SC, SD, TN, TX, WA, WI, VA, UT. No offers may be made or accepted from any resident outside the specific states referenced.
Steven Boam, CRPC ®
Financial Advisor
steven.boam@cambridgesecure.com
Financial Planner | Independent Advisor with Cambridge Investment Research
As a Chartered Retirement Planning Counselor (CRPC®) and fully licensed
financial planner (Series 7, Series 66, and California Life and Health Insurance
License), I specialize in helping families and businesses achieve their financial
goals through personalized strategies. My areas of focus include retirement
planning, risk management, estate planning, and wealth-building strategies, all
tailored to meet the unique needs of my clients.
My passion for financial planning began at age 14, when I received birthday
money from my grandmother. With guidance from a mentor and financial
advisor, I invested that money and learned the principles of financial literacy that
shaped my future. This early education taught me the importance of proactive
financial planning, inspiring me to help others achieve financial security without
the stress I sought to avoid. Since then, I have been committed to "paying it
forward" by educating clients on financial literacy—a critical yet often overlooked
topic in traditional education.
I hold a Bachelor’s Degree in Business Management from Brigham Young
University-Hawaii, which provided a strong foundation for understanding the
complexities of financial planning. My philosophy is simple: individuals who seek
financial guidance should be empowered with the knowledge and strategies to
create lasting wealth for themselves and their families. I believe everyone
deserves access to the tools, education, and resources necessary to build
financial security.
Recently, I transitioned to an independent advisor role with Cambridge
Investment Research, a decision driven by my desire to work closely with clients
who share my values and appreciate personalized financial guidance. This move
allows me to offer tailored solutions and a client-centric approach, fostering
meaningful relationships built on trust and shared goals.
As an advocate for financial literacy, I am dedicated to addressing the gap in
public education around personal finance. My mission is to equip clients with the
knowledge and confidence to make informed decisions, ensuring their financial
plans align with their aspirations for today and tomorrow.
Securities offered through Cambridge Investment Research, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory firm. Cooper McManus and Cambridge are not affiliated.
