How Will the Economy React to AI?
Making Your Tax Bracket Work
When Should You Take Social Security
Diversification, Patience, and Consistency
Retire Your Way
No matter how you picture retirement, we'll tailor a strategy suited to your goals.
David M. Kopyc, CRPC®
President
518-580-1194
David M. Kopyc has helped high net worth individuals, successful professionals, business owners, and retirees meet their immediate and long-term financial goals. He focuses on tax reduction strategies, wealth accumulation and...
James Corcoran
Director of Operations
518-580-1194
Jim is the Insurance Coordinator for The Retirement Planning Group. He brings over 35 years’ experience in customer service and client management. Jim is a graduate of West Virginia Wesleyan College with a BS degree in Biology. Jim...
Nicolas Dumas, CFP®, PPC®
Financial Planner
518-580-1194
Nicolas Dumas started his relationship with the Retirement Planning Group in May of 2017, as a summer intern. He continued to work part-time with the company through his graduation from Siena College, and as of July 2018 has been...
Lisa Marie Stipano
Client Service Assistant
518-580-1194
Lisa is our Client Service Assistant with over 15 years experience. She manages our customer service team to ensure clients receive the most premier and efficient service. Lisa provides overall account administration and compliance...
Kristopher Kopyc
Financial Analyst
(518) 580-1194
Brenda Salmon
Customer Service Associate
518-580-1194
Julie Kopyc
Operations Manager
Julie is the Operations Manager for The Retirement Planning Group. She brings over 18 years experience in accounting and marketing. Julie has held positions with Kraft General Foods and several major accounting firms in the Capital...
Christopher McCarthy
Financial Advisor
518-580-1194