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David M. Kopyc, CRPC®




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...

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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...
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Lisa Marie Stipano

Client Service Assistant



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...
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James Corcoran

Insurance Coordinator

(518) 389-2094

Jim is the Insurance Coordinator for The Retirement Planning Group. He brings over 32 years’ experience in customer service and client management. Jim is a graduate of West Virginia Wesleyan College with a BS degree in Biology. Jim...
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James Cox

Wealth Advisor


James Cox is a Wealth Advisor with significant experience honed during his five years in the financial services industry. Most recently, James has successfully provided wealth management counseling with a focus on retirement planning,...
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Mark Ferritto

Sales & Marketing Associate



Mark is our Sales & Marketing Associate, who coordinates The Retirement Planning Group client communication and outreach efforts. In addition, his experience allows him to provide financial counseling to our current clients. Mark...
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