Cooper/Haims Advisors, LLC

Matthew Kelley is a financial advisor with Cooper/Haims Advisors, LLC holding the CFA® designation and Series 66 license, and has nine years of industry experience. His prior experience includes roles at LPL Financial LLC, ESL Federal Credit Union, Tompkins Financial Advisors, and Morgan Stanley Smith Barney LLC. Cooper/Haims Advisors, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning, tax preparation, and asset management. The firm customizes portfolios through detailed investment policy statements and ongoing asset-class research, managing approximately $939 million in discretionary assets.

Brian Roes is a CFP® and Series 65 credentialed financial advisor with Cooper/Haims Advisors, LLC, where he has worked since 2014. He has four years of industry experience. Cooper/Haims Advisors, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning, tax preparation, and discretionary asset management. The firm customizes portfolios through tailored investment policy statements, ongoing asset-class research, and risk management, managing approximately $939 million in discretionary assets.

Jared Haims is a CFP® professional with four years of industry experience, currently serving as an advisor at Cooper/Haims Advisors, LLC since 2014. He holds Series 63 and Series 65 licenses. Cooper/Haims Advisors, LLC is an SEC-registered investment adviser that serves individual and high-net-worth clients, offering comprehensive financial planning, tax planning and preparation, and ongoing asset management. The firm manages approximately $939 million in discretionary assets and customizes portfolios through tailored investment policy statements, asset allocation based on research, and risk management, with services provided on both discretionary and non-discretionary bases.

Dean Hutchinson is a CFP® with four years of industry experience and has been with Cooper/Haims Advisors, LLC since 2014. He holds a Series 63 license and is based in Victor, NY. Cooper/Haims Advisors, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients with comprehensive financial and tax planning, as well as discretionary asset management. The firm customizes portfolios through detailed investment policies and ongoing market research, managing approximately $939 million in discretionary assets.

Daniel Jones is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 13 years of industry experience. He has worked at Cooper/Haims Advisors, LLC since 2018 and previously spent four years at Nixon Peabody, LLP and Nixon Peabody Financial Advisors, LLC. Cooper/Haims Advisors, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients with financial planning, tax preparation, and asset management services. The firm customizes portfolios through tailored investment policy statements, ongoing asset-class research, and risk management, managing approximately $939 million in discretionary assets.

Richard Bentley is a CFP® professional with eight years of industry experience, currently serving at Cooper/Haims Advisors, LLC since 2008. He holds roles on the investment committee and advisory board of LeChase Construction Services, where he advises on real estate, capital portfolios, and strategic initiatives. Cooper/Haims Advisors, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning, tax preparation, and discretionary asset management. The firm customizes portfolios through detailed investment policy statements, ongoing asset-class research, and risk management, supported by monthly investment committee reviews.

Benjamin Owens is a CFP® professional with four years of industry experience, currently serving as an advisor at Cooper/Haims Advisors, LLC. He has been with the firm since 2019. Outside of his advisory role, Owens contributes to St. Peters Kitchen, a charitable organization in Rochester, NY, where he serves on the investment committee. Cooper/Haims Advisors, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients with customized financial planning, tax preparation, and asset management services. The firm employs a tailored investment approach based on ongoing research, risk management, and tax considerations.

Andrew Wong is a CFP® professional with four years of industry experience, currently serving at Cooper/Haims Advisors, LLC. He has been with Cooper/Haims Advisors since 2010. Cooper/Haims Advisors, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients with comprehensive financial and tax planning, as well as asset management services. The firm customizes portfolios through tailored investment policy statements and ongoing asset-class research, managing approximately $939 million in discretionary assets.

Andrea Ells is a CFP® and CFA® with eight years of industry experience. She has worked at Cooper/Haims Advisors, LLC since 2018 and previously held roles at Nixon Peabody LLP and Nixon Peabody Financial Advisors LLC from 2013 to 2018. Ells serves on the investment committee of the YWCA of Rochester & Monroe County, contributing to the review of endowment portfolio investments. Cooper/Haims Advisors, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning, tax preparation, and asset management services. The firm customizes portfolios through detailed investment policy statements and ongoing asset-class research, managing approximately $939 million in discretionary assets.