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 800.516.5333 ACooper@CooperMcManus.com 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... Read more David McManus, CFP® Senior Wealth Manager 800.516.5333 DMcManus@CooperMcManus.com 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... Read more Tonya Collier, CFP® Acting Principal 800.516.5333 TCollier@CooperMcManus.com 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... Read more Anita O'Connor, M.S., CFP® Financial Advisor 800.516.5333 AOConnor@CooperMcManus.com 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... Read more Marissa Peters Director of Client Services 800.516.5333 MPeters@CooperMcManus.com Wil Smith, CFA, CFP® CERTIFIED FINANCIAL PLANNER™ 800.516.5333 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... Read more Jason Werner, CFP® Principal Support 800.516.5333 JWerner@CooperMcManus.com 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... Read more Joel Staples, JD, CFP ®, CPWA® Private Wealth Advisor 800.516.5333 JStaples@CooperMcManus.com 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... Read more Aron Wong Private Wealth Analyst 800.516.5333 AWong@CooperMcManus.com 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... Read more Vanessa Folsom Director of Building Operations and Client Services 800.516.5333 Lisa Mirfakhrai Senior Business Development Officer 949-788-1825 email@example.com 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.