First Year of Retirement: What to Expect
Should I Pay Off Debt or Invest?
Problems with Probate
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
Experienced Owner with a demonstrated history of working in the Financial Services industry. Skilled in Budgeting, Operations Management, Coaching, Computer Forensics, and Team Building.
Nicolas Dumas, CFP®, PPC®
Wealth Advisor
518-580-1194
Nicolas graduated from Siena College Cum Laude, earning a Bachelor of Science in Finance with a minor in Economics. He currently holds his Series 7, Series 66, Life, Accident, and Health Licenses.
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 Advisor
(518) 580-1194
Kris started with the Retirement Planning Group over the summer of 2021. He is a recent Siena graduate who received his degree in business administration with concentrations in financial planning and sports marketing. After finishing...
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
Chris graduated from the University of Buffalo in 1984 with a degree in Economics. In February 1985, he began his career in the financial services industry. He became licensed with his Series 6, Series 63, as well as his...
Jarod Yost
Client Service Associate
518-580-1194
Jarod Joined Retirment Planning Group as an intern in July 2024 and transitioned to a full-time role in May 2025. Assisting with client services and operations, he plays a key role in supporting the firm's day-to-day operations and...