Meet the Team
Steven Boam, CRPC®
Financial Planner | Independent Advisor with Cambridge Investment Research
steven.boam@cambridgesecure.com
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...
Tonya Collier, CFP®
Cooper McManus 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...
Read more
Arthur Cooper, CFP®
Certified Financial Planner
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...
Read more
Jessie Harlan
Cooper McManus Paraplanner
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...
Read more
David McManus, CFP ®
Senior Wealth Manager
ProfessionalDavid earned his Bachelor’s inFinancial Services from San DiegoState University before joining a topfinancial firm, where he ranked in thetop 10% of advisors nationwide in hisfirst year. A CERTIFIED FINANCIALPL ANNER™...
Read more
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...
Read more
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...
Read more
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...
Read more
Jason Werner, CFP®
Cooper McManus 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...
Read more
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....
Read more
