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Who We Are

Richard T. Bentley, CPA, CFP® Photo
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Richard T. Bentley, CPA, CFP®

Partner

Richard T. Bentley, CPA, CFP®

Partner

E-mail: rbentley@cooperhaims.com

Rich serves as Managing Partner 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
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Jared Haims, CFP®

Partner

Jared Haims, CFP®

Partner

E-mail: jhaims@cooperhaims.com

Jared is a Certified Financial Planner and Partner of Cooper/Haims. He 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

 

Robert P. Yawman, Jr., CPA, CFP® Photo
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Robert P. Yawman, Jr., CPA, CFP®

Partner

Robert P. Yawman, Jr., CPA, CFP®

Partner

E-mail: ryawman@cooperhaims.com

Bob serves as the Tax Partner and Chief Compliance Officer of Cooper/Haims, which he joined in the early nineties. Before joining Cooper/Haims, he had his own tax and financial planning practice. Bob spends his leisure time golfing or doing home remodeling projects. He resides in Perinton with his wife Linda and has two adult children and two grandsons.


Education and Certifications

B. S. Accounting, St. John Fisher College
Certified Public Accountant
Certified Financial Planner™ Professional

Brian S. Roes, CFP® Photo
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Brian S. Roes, CFP®

Senior Financial Advisor

Brian S. Roes, CFP®

Senior Financial Advisor

E-mail: broes@cooperhaims.com

Brian serves as a Senior Financial Advisor for Cooper/Haims and is a member of the firm’s Investment Committee.  He joined Cooper/Haims in 2014.  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 their four children. 


Education and Certifications

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

Dean M. Hutchinson, CFP® Photo
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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 aVP, 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

Xian Wong, CFP® Photo
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Xian Wong, CFP®

Tax and Financial Services Manager

Xian Wong, CFP®

Tax and Financial Services Manager

E-mail: xwong@cooperhaims.com

Xian serves as the firm’s Tax and Financial Services Manager 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

James T. Sullivan Photo
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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

Kristine R. Christensen, EA Photo
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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

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

Tobey Sweezy Photo
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Tobey Sweezy

Operations Manager

Tobey Sweezy

Operations Manager

E-mail: tsweezy@cooperhaims.com

Tobey serves as the Operations 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



Maria G. Sgro Photo
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Maria G. Sgro

Client Service Specialist

Maria G. Sgro

Client Service Specialist

E-mail: msgro@cooperhaims.com

Maria serves as Client Service Specialist of Cooper/Haims.  She joined Cooper/Haims in 2013, and provides administrative support of the office. Maria coordinates appointments, provides phone coverage, assists in preparing meeting materials, manages accounts payable/receivable and maintains supplies and equipment within the office. 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

Stacy D. Cammilleri Photo
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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, 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

Howard J. Haims Photo
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Howard J. Haims

Founding Partner/Retired

Howard J. Haims

Founding Partner/Retired


Howard is one of the founding partners of Cooper/Haims and continues to serve in an advisory capacity to the firm.  As Howard said when he announced his retirement in 2015, “There is no greater satisfaction than watching the business you nurtured for so many years become grander than what you had envisioned.  Carole and I endeavored to create a firm that was different; one that focused on understanding and solving client problems, while creating deep, long-term planning relationships.”

An avid reader and traveler, Howard stays fit by playing ice hockey and golf.  Howard and Carole have four children, 11 grandchildren and now reside in Amelia Island, Florida.   


Education and Certifications

MA Education, Kent State
B.A., SUNY Brockport
Certified Financial Planner™ Professional