Who We Are

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 life, accident, and health licenses.  He has specialized in Retirement/Estate Planning throughout his career.  His experience ranges from working with attorneys, accountants, and investment/insurance planning, all on behalf of his clients.  His commitment to detail and education will reach maximum results for our clients.

Chris loves his family and friends more than anything else in this world and is very blessed by God for all his gifts in life. 

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 preservation, as well as pre-and post-retirement planning.

David has been a registered representative since 1983 and has completed the Chartered Retirement Planning Counselor Program (CRPC^®) through the College of Financial Planning located in Denver, Colorado. David has held positions in the financial services industry with Morgan Stanley, PaineWebber & Co., and MetLife Securities prior to starting his own investment advisory firm.

David is the host of The Retirement Planning Show, heard every Saturday morning from 7:00 A.M. – 9:00 A.M. and Sunday Evenings 8:00 PM - 9:00 PM on News Talk Radio AM 810 and 103.1 FM.

Active in the community, David and his wife, Julie, have two sons and two daughters, David II, Kristopher, Kaitlyn, and Makayla.

Experienced Owner with a demonstrated history of working in the Financial Services industry. Skilled in Budgeting, Operations Management, Coaching, Computer Forensics, and Team Building. Strong business development professional with a Bachelor of Science (BS) focused in Biology/Chemistry from West Virginia Wesleyan College.Jim is the Marketing, Sales and Insurance Coordinator for The Retirement Planning Group. He brings over 40 years’ experience in customer service and client management. Jim's interest extends beyond insurance to include being Vice President of the Halfmoon Girls Softball Organization and is involved with many other sporting activities. 

Jarod joined Retirement Planning Group as an intern in July 2024 and transitioned into a full-time role in May 2025. He assists with client services and operations, playing an important role in supporting the firm’s day-to-day activities. Jarod is committed to accommodating client service needs and helping ensure a smooth, personalized experience for every client.

Jarod graduated from Siena College with a Bachelor of Science in Finance, where he developed a strong foundation in financial planning, investments, and client relations.

Outside of work, Jarod enjoys working on cars, fishing, and spending time with family and friends.

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 Region. She handles the accounting and bookkeeping responsibilities for our firm, as well as the implementation of organizational strategies, policies, and practices.

Kris started with the Retirement Planning Group over the summer of 2021. He attended Siena college where he studied business administration with concentrations in financial planning and sports marketing. After finishing his internship with the Retirement Planning Group, Kris has joined us full time as a Financial Analyst. Moving forward with his time here, he will be working towards acquiring the required licenses to become a fully licensed Financial Planner.

Outside of work, Kris enjoys spending time in Lake George, traveling, golfing and being with family and friends.

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 management for The Retirement Planning Group. She develops relationships with our clients to better understand their needs.

Nicolas Dumas started his relationship with the Retirement Planning Group in May of 2017. His current role within the firm is to meet with clients and outline a financial plan that will provide the best probability of success for their unique financial situation. Once a plan has been established, he helps them implement the various strategies discussed and continues to monitor their financial wellbeing.

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. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner  and Professional Plan Consultant (PPC®) within the firm.

Nicolas enjoys spending time with his family and friends on the weekends.