Meet The Team
What Our Team Has to Say
“Our job is to watch for your blind spots and always have your back.”
- Wil Smith, CFA, CFP®
CERTIFIED FINANCIAL PLANNER™
“We help you make educated financial decisions, and we love what we do.”
- Anita O'Connor, M.S., CFP®
Financial Advisor
“It’s my goal to make sure every client feels heard and understood.”
- Arthur Cooper, CFP®
Managing Director
“What’s important to my clients is all that’s important to me.”
- David McManus, CFP®
Senior Wealth Manager
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...
David McManus, CFP®
Senior Wealth Manager
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 Collier, CFP®
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...
Anita O'Connor, M.S., 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...
Wil Smith, CFA, CFP®
CERTIFIED FINANCIAL PLANNER™
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 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...
Joel Staples, JD, CFP ®, CPWA®
Private Wealth Advisor
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...
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. CFA® AND CHARTERED FINANCIAL ANALYST® ARE CERTIFICATION MARKS OWNED BY THE CFA INSTITUTE.