Broker Check

Meet The Team

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...

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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...

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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...

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Anita O'Connor, 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...

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Wil Smith, CFA, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

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...

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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...

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Vanessa Folsom

Director of Building Operations and Client Services

800.516.5333

Jennifer Castillo

Client Service Assistant

800.516.5333

Christopher Whitesell

Client Service Assistant

800.516.5333

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.