Who We Are
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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 a partner from 2010-2019. Prior to joining Cooper/Haims, he spent 7 years in the private client group of an international law firm 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 and has three children.
Education and Certifications
B.S.B.A. Accounting, Geneva College
Certified Public Accountant
CERTIFIED FINANCIAL PLANNER® Professional
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Jared Haims, CFP®
Lead Financial Advisor
Jared Haims, CFP®
Lead Financial Advisor
E-mail: jhaims@cooperhaims.com
Jared is a CERTIFIED FINANCIAL PLANNER™ Professional and joined Cooper/Haims in 2003 and was a partner from 2010-2019. Prior to joining the firm, he spent 7 years with IBM in Dallas, TX as a Client Manager. Jared is involved in several local organizations and currently serves on the board of Big Brothers Big Sisters of Greater Rochester and Monroe Golf Club. In addition, Jared is a member of the Estate Planning Council and Financial Planning Association. He resides in Pittsford with his wife Megan and their four children.
Education and Certifications
MBA University of Texas at Dallas
B.S. SUNY Brockport
CERTIFIED FINANCIAL PLANNER® Professional
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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 a partner from 2018-2019. Immediately prior to joining Cooper/Haims he spent 12 years at Ashford Advisors, where he was a Partner and 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 Fairport with his wife Vicki and their children.
Education and Certifications
B.S. Accounting, Rochester Institute of Technology
CERTIFIED FINANCIAL PLANNER® Professional
Enrolled Agent
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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
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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 assists with preparation of comprehensive financial plans and estate planning. Prior to joining Cooper/Haims in 2010, 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
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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 to the office, including account setup, asset/money transfers and assists with administration of tax season. Maria also manages accounts payable/receivable. When she’s not working, Maria enjoys traveling, working on home projects and being a foodie. She resides in Greece, NY with her mini goldendoodle, Rosie.
Education and Certifications
A.S. Business Administration, Monroe Community College
B.S. Accounting, SUNY Brockport
Notary Public
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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
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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
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James T. Sullivan
Senior Investment Analyst
James T. Sullivan
Senior Investment Analyst
E-mail: jsullivan@cooperhaims.com
Jay serves as a Senior 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
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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 specializing in the preparation of comprehensive financial plans and investment management. She joined the Cooper/Haims team in 2018 and is a member of the firm’s Investment Committee. Prior to Cooper/Haims, she spent nearly 5 years with Nixon Peabody Financial Advisors as the President, COO and Chief Investment Officer, and more than 10 years with Manning & Napier Advisors 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 staying active, watching baseball and spending time with her family. She resides in West Henrietta 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
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Daniel N. Jones, CPA/PFS, CFP®, CRPC®
Business Development Manager and Senior Financial Advisor
Daniel N. Jones, CPA/PFS, CFP®, CRPC®
Business Development Manager and Senior Financial Advisor
E-mail: djones@cooperhaims.com
Dan joined Cooper/Haims in 2018. Prior to this, Dan spent four years with Nixon Peabody Financial Advisors, serving in multiple roles. His professional background also includes time with PwC in its Rochester tax practice and Merrill Lynch Wealth Management in Washington, DC. When Dan’s not working, his many hobbies keep him outdoors as often as possible. He lives in Irondequoit with his wife Nikki and his children, Cole and Iris.
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™
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Benjamin W. Owens, CFP®, EA
Financial Advisor
Benjamin W. Owens, CFP®, EA
Financial Advisor
E-mail: bowens@cooperhaims.com
Ben is a Financial Advisor with a focus on financial planning, tax and investments. He joined Cooper/Haims in 2019. Ben provides guidance to clients, and partners with other advisors to deliver income tax preparation, planning strategies and research. He also volunteers as a member of the Investment Committee at St. Peter’s Kitchen in downtown Rochester. When he is not working, he enjoys traveling, playing golf and maintaining an active lifestyle. He resides in Fairport, NY with his wife Julia.
Education and Certifications
B.A. Business Administration, Minor in Finance, SUNY Geneseo
CERTIFIED FINANCIAL PLANNER® Professional
Enrolled Agent
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Mary Jo Marron, CPA, CMA, CIA, Notary Public
Senior Tax Manager
Mary Jo Marron, CPA, CMA, CIA, Notary Public
Senior Tax Manager
E-mail: mmarron@cooperhaims.com
Mary Jo is a Certified Public Accountant and joined Cooper/Haims in 2023 as a Senior Tax Manager. Mary Jo specializes in the preparation and review of individual and business income tax returns. Prior to joining Cooper/Haims, she worked in large regional certified public accounting firms in the Rochester area, specializing in business and individual accounting and tax client services. When she is not working, Mary Jo enjoys being active and enjoying nature. She resides in Fairport.
Education and Certifications
B.S. Accounting, SUNY Brockport
MBA Accounting, St. John Fisher College
Certified Public Accountant
Certified Management Accountant
Certified Internal Auditor
Notary Public
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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 and they have two children, Gino and Bianca.
Education and Certifications
B.S. Special Studies, SUNY Fredonia
A.A.S in Accounting, MCC