Team David M. Kopyc, CRPC® President 518-580-1919 518-580-1194 [email protected] 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... Read more 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... Read more Lisa Marie Stipano Client Service Assistant 518-580-1919 518-580-1194 [email protected] 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... Read more James Corcoran Insurance Coordinator (518) 580-1919 (518) 580-1194 [email protected] 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... Read more James Cox Wealth Advisor 518-580-1919 [email protected] 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,... Read more Nicolas Dumas Financial Analyst (518) 580-1919 (518) 580-1194 [email protected] 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... Read more Have a Question? Name Email Question Thank you! Oops!