Broker Check

Team

 

David M. Kopyc, CRPC®

President

518-580-1919

518-580-1194

dave@rpgretire.com

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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James Corcoran

Director of Operations

518-580-1919

518-580-1194

Jimc@rpgretire.com

Experienced Owner with a demonstrated history of working in the Financial Services industry. Skilled in Budgeting, Operations Management, Coaching, Computer Forensics, and Team Building. 

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Nicolas Dumas, CFP®, PPC®

Wealth Advisor

518-580-1919

518-580-1194

ndumas@rpgretire.com

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. 

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Lisa Marie Stipano

Client Service Assistant

518-580-1919

518-580-1194

service@rpgretire.com

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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Kristopher Kopyc

Financial Analyst

(518) 580-1919

(518) 580-1194

kkopyc@rpgretire.com

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...
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Julie Kopyc

Operations Manager

518-580-1919

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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Christopher McCarthy

Financial Advisor

518-580-1919

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...
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