Jen McCoy, CFP®

Financial Planner

Lancaster, PA

P: (717) 394-0769
T: (800) 626-1190
F: (717) 394-2709

Jen McCoy, Financial Planner

Jen McCoy, CFP®, is a Financial Planner. She works out of our Lancaster office, where she partners with individuals, couples, and families to build a financial plan around what matters most to them in life. Jen has served as a Financial Planner at Everence since 2017.

“I love watching people’s confidence grow as they realize what’s possible,” Jen said. “It’s amazing to watch people stretch towards their goals.”

Jen graduated from the University of Connecticut, where she received her B.S. in Neurobiology. She began her career as a research scientist with Pfizer. Jen’s financial planning approach is informed by a sense of discovery and commitment to excellence as well as care for clients’ growth. Jen stretched herself towards her own goal when she backpacked 32 miles though the Alaskan wilderness.

When Jen’s not working or hiking, she’s feeding her four active teens – Maggie, Josh, Finn and Zac ­– or attending their sporting events with her husband, Todd. Jen also enjoys reading, walking her Golden retriever, Penny, and planning her next adventure. She attends LCBC Manheim with her family.


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Disclaimer

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.

Access a copy of CFGS’s Form CRS. 


Jen McCoy, CFP® is licensed to discuss and/or offer financial services and/or products to residents of PA.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.