News and Commentary
Video Library - "Your Daly Dose"

What is the 4% Rule?
Your Daly Dose: What is the 4% Rule?

What is a Financial Wellness Plan?
Let's take a closer look at a financial wellness plan.

Putting Together the Retirement Income Puzzle
Do you know what income you can expect once you enter into Retirement?
Industry Events & Professional Development

2025 Forbes / SHOOK On-the-Road Event
Jenny had a great time spending the afternoon in NYC today at the 2025 Forbes | SHOOK On-the-Road Regional Event. The presentations featured insightful sessions on private equity, real assets and market outlooks, along with discussions on key industry trends. It was a great opportunity to learn from experts and connect with fellow professionals.

2025 Forbes Best-in-State Women Wealth Advisors
Jenny is honored to share that she has been named to the 2025 Forbes Best-in-State Women Wealth Advisors list for the third consecutive year. Jenny is so grateful for this recognition and could not have achieved it without her amazing partners Helen Shaw & Owen Corry. To our valued clients, thank you for the confidence and trust you continue to place in us.

2025 Janney Elite Conference
This week, Jenny was in Philadelphia participating in the 2025 Janney Elite Advisor Conference! She feels honored to join two panel discussions with her amazing peers—sharing insights & best practices on financial planning, practice management, and marketing. One of the most memorable moments for her was meeting the legendary Professor Jeremy Siegel and hearing his keynote address on Stocks for the Long Run. His insights were both inspiring and thought-provoking. Jenny is leaving this conference feeling motivated and full of fresh ideas to better serve her clients. She is grateful to be part of such a collaborative and forward-thinking community.
Recent Updates
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June 11, 2025

A beautiful moment from my parents’ vacation—turquoise sea behind them, smiles on their faces and proudly wearing their JANNEY💙 T-shirts. 😊
Being both their daughter ❤️and their financial advisor is one of the greatest privileges of my life. Helping them enjoy the retirement they worked so hard for is what makes my career so meaningful.