facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search

Who We Are


Richard T. Bentley, CPA, CFP® Photo Richard T. Bentley, CPA, CFP® Hover Photo
Read Bio

Richard T. Bentley, CPA, CFP®

Division Manager/Lead Financial Advisor

Richard T. Bentley, CPA, CFP®

Division Manager/Lead Financial Advisor

E-mail: rbentley@cooperhaims.com

Rich serves as Division Manager of Cooper/Haims and is a member of the firm’s Investment Committee.  He joined Cooper/Haims in 2008 and was named a partner in 2010.  Prior to joining Cooper/Haims, he spent 7 years with Nixon Peabody/Nixon Peabody Financial Advisors as the financial services manager.  When he’s not working, Rich enjoys golfing, fishing and the outdoors. He resides in Victor with his wife Wendy, oldest daughter Emma, and twins Blake and Carly.  


Education and Certifications

B.S.B.A. Accounting, Geneva College
Certified Public Accountant
Certified Financial Planner™ Professional

Jared Haims, CFP® Photo Jared Haims, CFP® Hover Photo
Read Bio

Jared Haims, CFP®

Lead Financial Advisor

Jared Haims, CFP®

Lead Financial Advisor

E-mail: jhaims@cooperhaims.com

Jared is a Certified Financial Planner and joined Cooper/Haims in 2003 and was named a partner in 2010.  Prior to joining the firm, he spent 7 years with IBM in Dallas, TX as a Client Manager.  Jared is on the Board of Junior Achievement of Central Upstate New York, Pittsford Food Cupboard and Pittsford Community Lacrosse. In addition, Jared is a member of the Estate Planning Council and Financial Planning Association. He resides in Pittsford with his wife Megan, and his children, Connor, Bernie, Hannah and Maryn. 


Education and Certifications

MBA University of Texas at Dallas
B.S. SUNY Brockport
Certified Financial Planner™ Professional

 

Brian S. Roes, CFP®, EA Photo Brian S. Roes, CFP®, EA Hover Photo
Read Bio

Brian S. Roes, CFP®, EA

Lead Financial Advisor

Brian S. Roes, CFP®, EA

Lead Financial Advisor

E-mail: broes@cooperhaims.com

Brian serves as a Lead Financial Advisor for Cooper/Haims and is a member of the firm’s Investment Committee.  He joined Cooper/Haims in 2014 and was named Partner in 2018.  Immediately prior to joining Cooper/Haims he spent 12 years at Ashford Advisors where he was a Partner and also served as the Chief Operating Officer.  Prior to that Brian spent time at both Nixon Peabody and Wealth CFO where he served as a Financial Advisor.  When he’s not working, Brian enjoys spending time in the outdoors with his family.  He resides in Pittsford with his wife Vicki, and his children Bailey, Jacinta, Elliott and Colette. 


Education and Certifications

B.S. Accounting, Rochester Institute of Technology
Certified Financial Planner™ Professional
Enrolled Agent

Tobey L. Sweezy, Notary Public Photo Tobey L. Sweezy, Notary Public Hover Photo
Read Bio

Tobey L. Sweezy, Notary Public

Client Service Manager

Tobey L. Sweezy, Notary Public

Client Service Manager

E-mail: tsweezy@cooperhaims.com

Tobey serves as Client Service Manager of Cooper/Haims.  She joined Cooper/Haims in 2005 and is responsible for a variety of functions including compliance support, account setup, asset/money transfers and administering our CRM software.  Prior to joining Cooper/Haims, she spent 17 years in the banking/trust industry with Fleet Bank, later becoming Bank of America, in various roles.  She resides in Ontario with her husband Dave and youngest son Ethan. She and Dave also have three other sons, David, Justin, and Adam, as well as three grandchildren.  When she’s not in the office, she enjoys living a healthy lifestyle, spending lots of time with her family, being outdoors as much as possible, and is an avid reader.  


Certifications

Notary Public



Xian Wong, CFP®, EA Photo Xian Wong, CFP®, EA Hover Photo
Read Bio

Xian Wong, CFP®, EA

Tax Manager and Financial Advisor

Xian Wong, CFP®, EA

Tax Manager and Financial Advisor

E-mail: xwong@cooperhaims.com

Xian serves as the firm’s Tax Manager and Financial Advisor and manages the preparation and review of income tax returns and tax planning.  He is a member of the firm’s Investment Committee and also assists with preparation of comprehensive financial plans and estate planning.  He joined Cooper/Haims in 2010.  Prior to joining Cooper/Haims, he worked for a national financial planning practice.  When he’s not working, Xian enjoys playing golf, sports and traveling.  He resides in Pittsford with his wife Maggie and their two children, Alex and Olivia.  


Education and Certifications

B.S.B.A. Accounting, Rochester Institute of Technology
Certified Financial Planner™ Professional
Enrolled Agent

Maria G. Sgro, Notary Public Photo Maria G. Sgro, Notary Public Hover Photo
Read Bio

Maria G. Sgro, Notary Public

Client Service Manager and Tax Administrator

Maria G. Sgro, Notary Public

Client Service Manager and Tax Administrator

E-mail: msgro@cooperhaims.com

Maria serves as Client Service Manager and Tax Administrator of Cooper/Haims.  She joined Cooper/Haims in 2013, and provides administrative support of the office, including account setup, asset/money transfers and assists with administration of tax season. Maria also manages accounts payable/receivable. Prior to joining Cooper/Haims, she spent 4 years at Martino’s Pizzeria as a Restaurant Manager.  When she’s not working, Maria enjoys cooking, working on home projects, and spending time with family and friends. She resides in Greece.


Education and Certifications

A.S. Business Administration, Monroe Community College
B.S. Accounting, SUNY Brockport
Notary Public

Dean M. Hutchinson, CFP® Photo Dean M. Hutchinson, CFP® Hover Photo
Read Bio

Dean M. Hutchinson, CFP®

Senior Financial Advisor

Dean M. Hutchinson, CFP®

Senior Financial Advisor

E-mail: dhutchinson@cooperhaims.com

Dean specializes in the preparation of comprehensive financial plans, investment management, estate planning, and is a member of the firm’s Investment Committee. He joined Cooper/Haims in 2014.  Prior to joining Cooper/Haims, Dean spent seven years with Tompkins Financial Advisors (formerly AM&M) as a VP, Wealth Advisor, and the Financial Planning Department Manager.  When he’s not working, Dean enjoys playing music and sports. He resides in Brighton, NY with his wife Reena and two daughters Alysia and Amelia.  


Education and Certifications

B.A., SUNY Geneseo, NY
Graduate Certificate in Financial Planning, Golden Gate University, CA
Certified Financial Planner™ Professional

Kristine R. Christensen, EA Photo Kristine R. Christensen, EA Hover Photo
Read Bio

Kristine R. Christensen, EA

Tax Manager

Kristine R. Christensen, EA

Tax Manager

E-mail: kchristensen@cooperhaims.com

Kris specializes in the preparation and review of individual and fiduciary tax returns. She coordinates tax compliance and planning work with the financial advisors. She joined Cooper/Haims in 2017.  Prior to joining Cooper/Haims, Kris spent thirteen years with Tompkins Financial Advisors (formerly AM&M) as a Senior Tax Accountant.  When she’s not working she enjoys gardening and being outdoors. She resides in Greece, NY with her husband Derek and their two daughters Leah and Jenna.  


Education and Certifications

B.S. Accounting, SUNY Brockport, NY
B.S. Business Management, SUNY Brockport, NY
Enrolled Agent

James T. Sullivan Photo James T. Sullivan Hover Photo
Read Bio

James T. Sullivan

Investment Analyst

James T. Sullivan

Investment Analyst

E-mail: jsullivan@cooperhaims.com

Jay serves as an Investment Analyst for Cooper/Haims and is a member of the firm’s Investment Committee. He joined Cooper/Haims in 2017.  Immediately prior to joining Cooper/Haims, he spent 10 years at Ashford Advisors where he served as the Chief Administrative Officer.  Prior to that, Jay spent time in New York City at both Jennison Associates, and Spears, Benzak, Solomon & Farrell, where he served as a Client Relationship Manager.  When he’s not working, Jay enjoys golfing and spending time with his family.  He resides in Brighton, NY with his wife Sarah and two sons Jake and Will. 


Education and Certifications

MBA University of Rochester, Simon Business School
B.A. Economics, Hobart College

Andrea M. Ells, CFA, CFP® Photo Andrea M. Ells, CFA, CFP® Hover Photo
Read Bio

Andrea M. Ells, CFA, CFP®

Senior Financial Advisor

Andrea M. Ells, CFA, CFP®

Senior Financial Advisor

E-mail: aells@cooperhaims.com

Andrea is a Senior Financial Advisor at Cooper/Haims and specializes in the preparation of comprehensive financial plans and investment management. She joined Cooper/Haims in 2018 and is a member of the firm’s Investment Committee. Prior to joining Cooper/Haims, she spent over 4½ years with Nixon Peabody Financial Advisors LLC as the President, COO and Chief Investment Officer, and over 10 years with Manning & Napier Advisors LLC as a Senior Consultant and Product Manager. Andrea volunteers as a member of the investment committee of the YWCA of Rochester & Monroe County. When she’s not working, Andrea enjoys running, watching baseball and spending time with her family. She resides in West Henrietta, NY with her husband, Jason, and two sons, Logan and Talon. 


Education and Certifications

B.B.A. Finance, Saint Bonaventure University
Chartered Financial Analyst
Certified Financial Planner™ Professional

Daniel N. Jones, CPA/PFS, CFP®, CRPC® Photo Daniel N. Jones, CPA/PFS, CFP®, CRPC® Hover Photo
Read Bio

Daniel N. Jones, CPA/PFS, CFP®, CRPC®

Tax Team Lead and Senior Financial Advisor

Daniel N. Jones, CPA/PFS, CFP®, CRPC®

Tax Team Lead and Senior Financial Advisor

E-mail: djones@cooperhaims.com

Dan is the Tax Team Lead and Senior Financial Advisor at Cooper/Haims. He joined the firm in 2018. Prior to joining Cooper/Haims, Dan spent four years with Nixon Peabody Financial Advisors LLC, most recently as VP, Director of Tax & Financial Planning. His professional background also includes time with both PricewaterhouseCoopers LLP in their Rochester tax practice, and Merrill Lynch in their Washington, DC office. Dan currently sits on the Personal Financial Planning Committee of the New York State Society of CPAs. When Dan’s not working, his many hobbies keep him outdoors as often as possible. He resides in Irondequoit with his wife Nikki.


Education and Certifications

B.S. Business Administration, Georgetown University
Master of Accountancy, George Washington University
Certified Public Accountant
Certified Financial Planner™ Professional
Chartered Retirement Planning Counselor℠
Personal Financial Specialist™


Benjamin W. Owens, CFP® Photo Benjamin W. Owens, CFP® Hover Photo
Read Bio

Benjamin W. Owens, CFP®

Junior Financial Advisor

Benjamin W. Owens, CFP®

Junior Financial Advisor

E-mail: bowens@cooperhaims.com

Ben has a broad focus on financial planning, tax and investments. He joined the firm after graduating from SUNY Geneseo in 2019. Ben provides assistance to other advisors and the tax team through research, preparation of client reports and materials and the preparation of tax returns. When he is not working, Ben enjoys traveling, watching sports, and maintaining an active lifestyle. He resides in East Rochester with his wife Julia.


Education and Certifications

B.A. Business Administration, Minor in Finance, SUNY Geneseo
Certified Financial Planner™ Professional

Dustin Baker, CFP®, ChFC®, RICP®, EA Photo Dustin Baker, CFP®, ChFC®, RICP®, EA Hover Photo
Read Bio

Dustin Baker, CFP®, ChFC®, RICP®, EA

Financial Advisor

Dustin Baker, CFP®, ChFC®, RICP®, EA

Financial Advisor

E-mail: dbaker@cooperhaims.com

Dustin serves as financial advisor for Cooper/Haims and joined the firm in 2022. Dustin has been assisting clients with comprehensive financial planning for over 10 years. Prior to joining Cooper/Haims, he was a financial advisor with ESL Investment Services. He is a member of the Estate Planning Council of Rochester and is an active volunteer for the American Red Cross. When he is not working, Dustin enjoys golfing, traveling, spending time with his family and is a certified group fitness instructor. He resides in Fairport with his wife Michelle and children, William and Samantha.


Education and Certifications

B.A. Business, SUNY Oneonta
Certified Financial Planner™ Professional
Chartered Financial Consultant™
Retirement Income Certified Professional™
Enrolled Agent


Stacy D. Cammilleri Photo Stacy D. Cammilleri Hover Photo
Read Bio

Stacy D. Cammilleri

Technical Specialist - Tax

Stacy D. Cammilleri

Technical Specialist - Tax

E-mail: scammilleri@cooperhaims.com

Stacy serves as a tax preparer for Cooper/Haims.  She joined Cooper/Haims in 1998 and continues to work tax seasons for the firm.  Prior to joining Cooper/Haims, she worked in the tax department of a local accounting firm.  When she’s not working, Stacy enjoys spending time with friends and family.  She resides in Gates with her husband Phil, where they have owned Rick’s Prime Rib House since 2006.  They have two children, Gino & Bianca.


Education and Certifications

B.S. Special Studies, SUNY Fredonia
A.A.S in Accounting, MCC