Cooper McManus

Steven Lathrop is a financial advisor with Cooper McManus in Franklin, TN. He holds CFP® and ChFC® designations and has 38 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc., Mariner Wealth Advisors, and Msec, LLC. He is also an independent insurance broker. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm employs a tailored investment approach incorporating fundamental analysis and various strategies, including options and cryptocurrency products, managing approximately $2.56 billion in discretionary assets.

David Roth is a financial advisor with Cooper McManus in White Salmon, WA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Cambridge Investment Research, Securities America Advisors, and Edward Jones. Roth also works as an independent insurance agent for various companies. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm employs a tailored investment process using fundamental analysis and a range of strategies, including options and cryptocurrency products, managing approximately $2.56 billion in discretionary assets.

Jennifer Yeh is a financial advisor at Cooper McManus with 14 years of industry experience. She holds a Series 66 designation and has worked at Cambridge Investment Research, Evergreen Wealth Advisory Group, and Securities America. Outside of her advisory role, she is a managing partner and owner of two business entities, Taylor Moor LLC and Strategies Group LLC. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm’s investment process uses fundamental analysis and tailors strategies to client objectives, employing a range of approaches including options and cryptocurrency products.

Tonya Collier is a CFP® and holds a Series 66 license with 24 years of industry experience. She has worked at Cooper McManus since 2005 and Cambridge Investment Research since 2020, and has maintained independent advisory activities throughout her career. Outside of advisory work, she is also an independent insurance agent for various companies. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm manages approximately $2.56 billion in discretionary assets and employs a tailored investment approach that includes fundamental analysis, diverse asset classes, and multiple portfolio implementation strategies.

Martin Tadman is a financial advisor with Cooper McManus in Boise, ID, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at Cooper McManus since 2013 and was previously with Securities America, Inc. and Cambridge Investment Research, Inc. Tadman is also an independent insurance agent for various companies. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm manages approximately $2.56 billion in discretionary assets and employs a tailored investment approach that includes fundamental analysis, multiple asset classes, and the use of sub-advisors.

Lawrence Wimsatt is a CFP® professional with 29 years of experience in the financial services industry. He is affiliated with Cooper McManus and has worked at Cambridge Investment Research, Inc. since 2020. Outside of his advisory role, Wimsatt owns Life Dreams Wealth Inc, a consulting and coaching business, and is involved in mortgage brokerage and estate planning as an independent contractor. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses, managing approximately $2.56 billion in discretionary assets. The firm’s investment approach combines fundamental analysis with tailored strategies that include the use of options, cryptocurrency products, and model asset-allocation programs, and offers access to third-party sub-advisors and ongoing financial planning consultation.

Joshua Wakefield is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cooper McManus. His prior work includes roles at Cambridge Investment Research, MassMutual, and Northwestern Mutual. Outside of advising, he is involved in independent insurance sales and operates Financial Clarity Guides LLC. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses, managing approximately $2.56 billion in discretionary assets. The firm employs a tailored investment process using fundamental analysis and a range of strategies, including options and cryptocurrency products, with ongoing portfolio monitoring and comprehensive financial planning support.

Gregory Holmes is an investment advisor representative with Cooper McManus in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Western International Securities and Ameriprise Financial Services. He is also affiliated with CIRA as an advisory representative. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm employs a fundamental analysis-based investment process tailored to client objectives, utilizing a range of strategies and asset classes, and manages approximately $2.56 billion in discretionary assets.

Joan Tsuei is a financial advisor at Cooper McManus with six years of industry experience. She holds the Series 66 designation and has prior experience at Bank of America and Merrill Lynch. In addition to her advisory role, Tsuei is an independent insurance agent for various companies. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm manages approximately $2.56 billion in discretionary assets and employs a tailored investment approach that includes fundamental analysis, multiple asset strategies, and the use of sub-advisors.

David McManus is a CFP® professional with 31 years of experience in the financial industry. He is affiliated with Cooper McManus in Irvine, CA, and has held roles at Cambridge Investment Research, Research Drive Partners, and Securities America. In addition to his advisory work, McManus is an independent insurance agent. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm manages approximately $2.56 billion in discretionary assets and employs a tailored investment process that incorporates fundamental analysis and a variety of strategies, including options and cryptocurrency products.

Matthew Black is a financial advisor at Cooper McManus with seven years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Cambridge Investment Research, Arbor Point Advisors, Securities America, AE Wealth Management, Miller Retirement Group, Charles Schwab, and State Street Corporation. Outside of advisory work, he is also involved as an independent insurance agent and serves as a financial education course instructor. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm utilizes a tailored investment process emphasizing fundamental analysis and employs a range of strategies including options and cryptocurrency products, managing approximately $2.56 billion in discretionary assets.

Steven Boam is a Series 66-licensed financial advisor with Cooper McManus in Madera, California, bringing eight years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Edward Jones. Outside of advisory work, he is the owner of First Principles Wealth Management, a marketing business. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses, managing approximately $2.56 billion in discretionary assets. The firm emphasizes fundamental analysis and tailors investment strategies using various approaches and products, including options and cryptocurrency, with portfolios often implemented through sub-advisors and monitored for ongoing rebalancing.

Alissa Kroeger is a CFP® professional with 15 years of industry experience, currently serving at Cooper McManus. Her prior roles include positions at Cambridge Investment Research, Securities America, and Fidelity. Outside of her advisory work, she is an independent insurance agent and a notary public. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm employs a tailored investment approach emphasizing fundamental analysis and offers a range of services including discretionary portfolio management and access to third-party sub-advisors.

Jonathan Murphy is a CFP® and ChFC® with 15 years of experience in financial services. He is currently an advisor at Cooper McManus and has held roles at Northwestern Mutual and Cambridge Investment Research. Outside of financial advising, he is the owner of Murphy Motorcycle Company, a business involved in the buy, sell, and wholesale of race motorcycles and automobiles. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm emphasizes fundamental analysis and tailors strategies to client objectives, employing a range of investment approaches including options and cryptocurrency products.

Jason Werner is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Cooper McManus in Irvine, CA, where he has worked since 2009. His prior experience includes roles at Securities America, Inc. and Cambridge Investment Research, Inc. Outside of advisory work, Werner is an independent insurance agent and a business owner involved with an RV park in Texas. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses, managing approximately $2.56 billion in discretionary assets. The firm emphasizes fundamental analysis and customizes strategies to client objectives and risk tolerance, utilizing a range of investment approaches and third-party sub-advisors.