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About

About

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Bert A. Cooper, BCE

Office of Supervisory Jurisdiction/Investment Advisor Representative

(623) 583-6840
(623) 583-6844

“Having been in business for many years, and seeing the problems associated with a fractured approach to financial planning, I decided to develop a better approach to estate planning and wealth transfer. In 2004 I started a practice with the goal of bringing all the necessary professionals, tax, legal, insurance and financial specialties together under the same roof. My mission is to develop relationships with my clients. Relationships which are not just transaction based, but focused on managed financial planning. Client satisfaction is at the core of all we do.”

 

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Josh Cooper

Chief Executive Officer/Investment Advisor Representative

(623) 583-6840
(623) 583-6844

As an Investment Advisor Representative giving financial advice to clients that have worked a lifetime to accumulate their nest egg; it is my goal to provide a balanced planning approach, addressing their tax plan as well as legal and financial planning. The distinction between our wealth planning process and other planners is that we bring perspectives from multiple professionals who have an unbiased approach to financial products. That is what differentiates the group of independent professionals we have gathered here at Clarus Wealth Advisors.

A native of Arizona, Josh attended Arizona State University where he majored in English Literature and became a Sun Devil fan for life. While at ASU he met his wife, Melissa. He and Melissa have two boys, Cael and Liam. They enjoy outdoor fun, sports and traveling. Joshua enjoys coaching youth sports.

 

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Theresa Fanning

Chief Operating and Compliance Officer/Assistant Branch Manager

623-583-6840
623-583-6844

Theresa graduated with a B.S. in Chemistry Education from the University of Scranton. She also has a M. Ed in Natural Sciences from Carthage College. Theresa’s career in the financial industry led her to a small regional retail firm, a small regional independent firm as well as two major wire houses. Theresa’s experiences managing risk and operations in these different environments has shaped her ability to see things from every angle and develop open-minded solutions. She never forgets her roots as a Sales Assistant and understands what it is like to be “on the front line.”

Theresa and her husband Eddie reside in Dallas, TX but split their time between TX and AZ.

Series 7, 63, 66, 9/10, 24, 4, 14, 51 and 53
Texas L&H Insurance License

 

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Ken Hartley, CFA, MBA

Chief Investment Officer

623-583-6840
623-583-6844

Mr. Hartley has managed investments for individuals and institutions for over 30 years. He brings a deep knowledge, both academic and practical, to client relationships. Mr. Hartley has the ability to listen, understand and guide a client’s investment needs through any market condition. He combines experience as an executive in the private banking industry with the entrepreneurial vision of founding multiple investment advisory firms. Mr. Hartley has an MBA from Western Michigan University and is a Chartered Financial Analyst (CFA) charter holder from the CFA Institute. At Clarus Wealth Advisors, he is responsible for the following portfolios: Clarus Growth Portfolio, Clarus Balanced Portfolio, Clarus Income Portfolio, Clarus Sectors Portfolio and the Clarus Climate Portfolio. Information about any of the portfolios are available upon request.

 

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Michael A. Sherman, CFP, CIMA

Portfolio Manager/Compliance Manager

623-583-6840
623-583-6844

Mike graduated from Brown University with a Bachelor of Arts degree in economics in 1977, and has spent his entire business life in finance and investing. He received his Certified Investment Management Analyst (CIMA) designation in 1993 from Investment Management Consultants Association through their affiliation with the University of Pennsylvania’s Wharton School. He received his Certified Financial Planner (CFP) designation in 2007. Having spent over 34 years helping clients set and reach their financial goals has given Mike experience through many business and market cycles. Mike uses Dimensional Fund Advisors (DFA) mutual funds to create portfolios for his clients. For more on DFA’s philosophy click here.

 

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Don Moenning

Portfolio Manager

623-583-6840
623-583-6844

Don graduated from the University of Puget Sound with degrees in both Economics and Business Leadership. For over a decade, Don has been working for independent RIAs, conducting equity analysis, market research, and managing model portfolios across varying investment styles and methodologies. Don specializes in risk-managed approaches, and is a firm believer of incorporating downside mitigation in client portfolios. He also has extensive experience building institutional-styled asset allocation models. Don has exposure in other areas outside of portfolio management, including retirement account modeling, trading, relationship management, and client education. At Clarus Wealth Advisors, he is responsible for managing the following portfolios: CAP Portfolio Series, TAA Portfolio Series, Dividend Equity, Equity Leaders, STS Series, and STS Premium Series. Information about any of the portfolios are available upon request.

Don holds a Series 65 securities license and aims to help individuals better understand the investment management space and feel secure with their financial future. Don lives in Denver, CO with his wife, Grace, and is an avid outdoorsman. He enjoys skiing, snowboarding, hiking, and backpacking.

 

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Jeremy McClymonds, CRPC®

Financial Advisor

480-382-FORM (3676)
480-664-3001

Website: FORM Prosperity

I was born into complex family dynamics that taught me at an early age the importance of family and of proper financial and retirement planning. I’m an Arizona native who grew up in Alaska because my father wanted adventure in the last frontier. It was in Alaska where I received the foundation of conservative asset management while working on the management of a half a billion fixed income portfolio for one of the largest banks in Alaska. A degree from the University of Alaska Anchorage in Finance solidified my future in finance. Later I obtained further education and earned the Chartered Retirement Planning Counselor (CRPC®) designation by completing intensive training offered through the College for Financial Planning®. This training program covers many important investment planning concepts, including asset management, estate planning and retirement planning. CRPC® professionals must also pass a rigorous examination and sign a code of ethics. Acting as a trustee and managing the health and finances of aging parents I personally understand the value of planning.

I reside in Chandler with my wife Sheila where you will frequently catch us out enjoying various events and activities in our community. In my free time, you will find me playing golf and celebrating my Irish heritage. As an avid movie buff, you will also find me at the theatres weekly. Proud to support my community and local businesses, I give back in time and support to several local professional and charitable organizations.

 

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Karine R. Beard, CFP®, CES™

Wealth Manager

720-510-1199
623-583-6844

Website: Clarus Wealth at Plum Creek

Karine was named a Five Star Wealth Manager for the last five years and listed in the 2017 issues of Colorado's 5280 and Arizona's Phoenix Magazine She has over 30 years of experience in the largest financial institutions in the world. She is a CERTIFIED FINANCIAL PLANNER™ since 1994 and a Certified Estate Specialist ™ since 2011. Karine holds Series 7 and 63 securities registrations. She has practiced as an Independent Financial Planner since 2009 and has a sister practice in Peoria, Arizona. As a Colorado native (and Arapahoe High School graduate), Karine returned in 2012 to once again enjoy the beauty and character of Colorado and chose Castle Rock as her home. While Karine uses the tools of the science of financial planning, her strength is in the art of putting a plan together using a very diverse universe of investments and risk management to make sure your financial plan and your estate plan work together.

Karine has 3 children and 5 grandchildren. She holds a B.S. in music, has played the piano since the age of 5, enjoys helping out in her church and community and spending time re-discovering her beloved state of Colorado.

 

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Kathryn Marchwick, CFP®

Investment Advisor Representative

623-583-6840
623-583-6844

Kathryn A. Marchwick is a Certified Financial Planner® with Heritage Capital Group, LLC. In this capacity, she provides fee based financial planning advice in all aspects of investment and wealth management, insurance needs analysis, education planning, retirement planning, including pension and other qualified plans for businesses. Kathryn also holds Series 7, 63 and 22 licenses. She has completed the training for her certification as a Certified Divorce Financial Analyst®.

Kathryn was a financial services representative with MetLife, Phoenix Life and John Hancock for over 30 years prior to becoming an independent advisor. In that role, she has provided financial asset management and insurance advice, along with fee based planning to her clients.

Kathryn attended the University of Wisconsin Parkside and also, received an AA degree from Kenosha Memorial Hospital Histotechnology School. She spends most of her spare time with her husband, Jack, and enjoys all the various activities of her 4 grandchildren. She sings in the choir of Blessed Sacrament Roman Catholic Church. Kathryn sits on the board of Amanda Hope Rainbow Angels (AHRA) where she serves as Secretary, and is a member of the Blessed Sacrament Roman Catholic Church finance council.

 

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Jonathon A. Staats

Investment Advisor Representative

623-583-6840
623-583-6844

Jonathon A. Staats is an Investment Advisory Representative with Heritage Capital Group, LLC. He provides investment and wealth management advice, insurance needs analysis, retirement planning, education planning and fee based financial planning. Jonathon holds a series 7, 63 and 66 licenses. He is also a candidate to sit for the CERTIFIED FINANCIAL PLANNER™ designation.

Jonathon was a financial services representative and IAR with Metlife for over 10 years prior to becoming an independent advisor. In that role, he provided portfolio management, asset allocation, retirement planning, insurance planning and fee based financial planning to clients.

Jonathon earned a B.A. in Psychology in 2000 from Arizona State University. Jonathon also attended the University of Georgia where he received his certificate of completion of The Executive Program for Financial Planning Certification with Distinction in October of 2008. In his spare time, Jonathon and his wife Susan are active in the sports world of their two children, Olivia & Max, including swim, baseball, soccer, and gymnastics. Jonathon also enjoys coaching t-ball and has been a head coach in the Saint Francis Xavier Athletic Association for the past 4 years.

 

Sherry Hardin, CFP, EA, CES

Investment Advisor Representative

623-583-6840
623-583-6844
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James M. Graham, CFP®

Investment Advisor Representative

480-535-9330
480-212-1101

Website: Orange Rock Wealth Management

Jim began his career as a financial advisor in 1996 with VALIC. He specialized in retirement and distribution planning, as well as financial planning for the not-for-profit community in Arizona. After 13 years of advising for one of the largest financial organizations in the world, he made a decision to seek a more comprehensive and unbiased approach to financial planning. So, in 2009, Jim joined a group of independent advisors associated with Williams Financial Group in Arizona. The group offered the team approach he was looking for including tax, legal, estate, insurance, and financial planning under one roof. In addition, Jim was the host of “Hey Jim!”, a radio show dedicated to financial education.

Jim holds securities registrations including Series 7 and 63 through his Broker/Dealer, Crown Capital Securities, LP. He holds Life, Health, and Variable Annuity licenses. He has been a CERTIFIED FINANCIAL PLANNER ™ Practitioner since 2003. He attends continuing education sessions every year.

 

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Damon Zahlmann

Investment Advisor Representative

623-583-6840
623-583-6844

A cornerstone of financial planning is the recognition that everyone’s economic life and situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

Damon has over 10 years of experience working with affluent individuals, professional athletes and families and their closely held entities. He holds the Series 7, 66 and Life and Health licenses. Please contact Damon to arrange a meeting.

 

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Gena James

Operations Assistant

Peoria Office

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Katie Fortna

Executive Assistant

Castle Rock, CO Office

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Melinda Harrell

Receptionist
Peoria Office

 

Investment advisory services offered through Clarus Wealth Advisors LLC a SEC Registered Investment Advisor.
Securities offered through Crown Capital Securities LP member FINRA & SIPC
Clarus Wealth Advisors LLC and Crown Capital Securities LP are unaffiliated companies.

 

 

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