Our Firm

David M. Kopyc President, CRPC

David M. Kopyc, CSA, CRPC, 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 in the financial services industry since 1983 and has completed the Chartered Retirement Planning Counselor Program (CRPC) through the College of Financial Planning located in Denver, Colorado, and has earned the Certified Senior Advisor (CSA) designation, sponsored by the Society of Certified Senior Advisors.

David is the host of The Retirement Management Show, heard every Saturday morning from 9:00 – 11:00 a.m. on News Talk Radio AM 590, WROW.

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

Jo Ann Winchell Client Services Assistant

Jo Ann works with new and existing clients in all aspects of service and sales support. During the past six years in the financial services industry, she has assisted with investment accounts, life insurance, annuities and long term care products.

Her background includes 25 years of administrative experience. Prior to working in the financial services industry, she worked in Human Resource Management and pharmaceutical sales.

Jo Ann graduated from The College of Saint Rose in Albany, NY. She lives in Saratoga Springs with her husband, Brandon.

Julie Kopyc Sales & Marketing Assistant

Julie 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 administrative, accounting, and bookkeeping responsibilities for our firm.