Meet The Team

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...

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...

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...

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...

We feel extremely fortunate to have Wil on board, as he brings with him a strong foundation in comprehensive financial planning. Wil is active in the financial planning community, having served as President of the Financial Planning...

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...

Joel enjoys breaking down complex financial concepts to help his clients make informed decisions about their financial future. Working in a fiduciary advisory role, he thinks critically about their financial situation helping to uncover...

As a Financial Planning Analyst, Aron works with 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...