Biographies

Jacob K. Cooper | Douglas D. Shoemaker | Nathan P. McNamee | Jed Cooper | Britany Fowler

The Firm

Biographies

Jacob K. Cooper, CFP®, CWPP™, CAPP™

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Jacob Cooper is the Co-Founder and CEO of Total Wealth Management, Inc, a Registered Investment Advisor organized under the Investment Advisers Act of 1940. Previously, Mr. Cooper served on the Board of Directors for The Society for Financial Awareness, a 501(c)3 non-profit educational organization. A widely syndicated public speaker, Mr. Cooper has spoken to dozens of organizations and businesses throughout Southern California regarding the principles of sound financial planning and wealth management and development. He hosts a popular financial talk show every Saturday at 10am PST on AM 600 KOGO, heard throughout Southern California. His credentials include CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Wealth Preservation Planner (CWPP™), Certified Asset Protection Planner (CAPP™), as well as a Master's Level academic certificate in Executive Financial Planning from San Diego State University. Mr. Cooper authored and released “Wealth Preservation & Legacy Creation” in 2006, a book dedicated to advanced planning for high net-worth individuals, families and business owners. He is often sought after by publications and news syndications as an expert in investing and financial planning, appearing often on Fox and NBC news affiliates.

Throughout Mr. Cooper’s career, his clients have come to a higher level of financial well-being and understanding of the complex financial world. Mr. Cooper’s practice has been built around putting the needs of those he serves first. He measures his professional success by the success of each client. The educational and professional approach adhered to by Mr. Cooper and his firm has earned him the respect of his clients and colleagues.

Growing up as the oldest of nine children, Mr. Cooper has learned patience and understanding. His father served in the United States Marine Corps for over 31 years (retired Colonel), and left indelible marks his mind as to the importance of loyalty, integrity, and dedication. His mother, who could put up with a Marine for that entire time, has helped him nurture an unconquerable spirit as well as a keen sense of humor!

Mr. Cooper is also an Eagle Scout and supports the Boy Scouts of America. Despite his extensive credentials and experience, he credits most of his education to serving a two-year mission for The Church of Jesus-Christ of Latter-Day Saints as a young man in the New England area of the United States.

Mr. Cooper and Kristen, his wife, have three daughters, McKayla, Haley, and Kelsi.

Nathan P. McNamee, AIF®

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Nathan McNamee is the President and Chief Compliance Officer of Total Wealth Management, Inc. As such, he oversees the firm's client service, general operations, and compliance. Nate has extensive experience as an advisor to individuals and to corporate retirement plans, with expertise in retirement plan regulatory compliance, management of fiduciary risk, plan provider selection and monitoring, investment option selection and monitoring, employee and fiduciary education, and fee analyses and comparisons, as well as other prudent retirement plan fiduciary practices. Nate is an Accredited Investment Fiduciary® (AIF®), a highly respected credential issued by The Center for Fiduciary Studies.

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Douglas D. Shoemaker, CFP®

doug_shoemaker_sm Douglas Shoemaker is a CERTIFIED FINANCIAL PLANNER™ professional, and Co-Founder of Total Wealth Management, Inc. He is an Emeritus Chapter President for The Society for Financial Awareness, a 501(c)3 non-profit educational organization. This association has vaulted Douglas into the public eye as an experienced and highly-requested public educator. He has hosted the radio show Intelligent Wealth. Douglas attributes his teaching ability to his father, Steve, a former high school teacher and his public speaking ability to his mother, Joan, former mayor of El Cajon. The combination of these talents has led Douglas to become the primary financial educator at various San Diego-based corporations.

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Jed Cooper

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Jed Cooper is the fifth of nine children born to Michael and Beverly Cooper. Coming from a large family with a father in the Marine Corps and a mother in teaching, Jed learned the value of dedication, hard work, and life-long learning at an early age. He also served a two-year mission for the LDS church in South Korea which provided many opportunities to learn selfless service and interaction with others. One of Jed’s favorite past times is to seek out Korean restaurants and amaze the servers with his ability to speak Korean. He is a lifelong member of The Boy Scouts of America, earning the highest rank of Eagle Scout.

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Brittany Fowler

brittany_fowler_sm Brittany E. Fowler is the Client Relations/New Accounts Manager at Total Wealth Management, Inc. Brittany graduated with a BA in Mass Communications emphasis in Public Relations from Dixie State College in 2008. While earning her degree, she played on the Dixie State College NCAA Div II softball team. Brittany has been with Total Wealth Management, Inc. since July 2009. She creates all the marketing materials for TWM, helps manage account logistics, and works with Nathan McNamee as the main contact for our client relations.