John R. McCoy, II

Senior Partner

It all comes down to meeting people where they are in life, helping to define goals and needs, establishing and implementing a plan and pursuing success. Whether it’s working with individuals, families or business owners, John has enjoyed 30 years of serving people. 

John grew up in Altoona, PA. He attended Penn State University before serving in the US Air Force on active duty and then the Air National Guard in Middletown, PA. John earned an Accredited Wealth Management Advisor designation through The College for Financial Planning.

He moved to Lancaster County in 1989 where he met his wife, Lisa. He has a son Evan, who is now a partner at Integrity Financial Services and twin daughters, Eryn and Emily. “Having married and raised a family in Lancaster County, I have been through all phases of life including successfully navigating the college years as well as planning for retirement.”