Lance Scott McCoy Profile Photo

Lance Scott McCoy

Conor is a graduate of the United States Naval Academy with a Bachelor of Science degree in International Relations. Upon graduation, he served six years as an officer in the United States Marine Corps, including two overseas deployments with 3d Light Armored Reconnaissance Battalion as a Logistics Officer and two years as Operations Officer for Marine Corps Recruiting Station Pittsburgh, Pennsylvania. After his honorable discharge, he worked as a Contract Manager with Shell Oil & Gas Company before beginning his career as a Financial Advisor with Northwestern Mutual. He currently resides in the North Hills of Pittsburgh with his wife, Michele and son, Charles

"IF YOU WANT TO BECOME REALLY WEALTHY...You must have your money work for you. The amount you get paid for your personal effort is relatively small compared to the amount you can earn by having your money make money."
-John D. Rockefeller

Welcome to our team's website. This site is dedicated to educating investors on the issues that we have found to have the greatest impact on our client's financial lives.  Below you will find information about our team, current investment commentary and a way to confidentially submit any financial question you have.

Our Practice

We have built our Investment Practice around four core beliefs:

  1. Capitalism will continue to drive economic growth and raise the standard of living around the world.
  2. Discipline, common sense and personal responsibility are key ingredients for a successful life.
  3. Successful investing is about time, not timing.  We are investors, not traders.
  4. Historically, dividends have been a significant part of total returns.*  We build diversified portfolios with a foundation in high quality, dividend paying stocks.


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