Awards
2025 Forbes Best-in-State Wealth Advisor
We are proud to share that Dawn Duprè has been recognized as a Best-in-State Wealth Advisor by Forbes.
2025 Forbes Best-in-State Woman Wealth Advisor
We are proud to share that Dawn Duprè has been recognized as a Best-in-State Woman Wealth Advisor by Forbes
Dawn Duprè Named a Forbes 2024 Best-in-State Woman Wealth Advisor
We are proud to share that Dawn has been recognized for the second consecutive year by Forbes as a Best-in-State Woman Wealth Advisor.
Our Team
With more than 150 years of combined experience helping families uncover and plan for their life goals, The Dupre Keating Group marries our storied financial experience to our family perspective, enabling us to guide you on your own path.
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Dawn A. Duprè, ADPA™
Executive Vice President/Wealth Management, Financial Advisor
Megan E. Keating, CRPC™, ADPA™
First Vice President/Wealth Management, Financial Advisor
Sarah L. S. Smith, CFA, CFP®
Vice President/Wealth Management, Financial Advisor
Joshua P. Duprè, CFP®
Financial Advisor
Kathleen (Kate) A. Fisher
Senior Registered Private Client Associate
Trisia Kavka-Coogan
Private Client Associate
Joseph Fine
Registered Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Women and Wealth
As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning for retirement. Whatever your circumstances may be it is important to have a clear understanding of your overall financial position.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Industry Events & Professional Development
Janney Elite Advisor Conference
In January 2025, Dawn Duprè was selected as a panelist at Janney’s Elite Advisor Conference in Philadelphia, sharing best practices for cultivating excellence in team practices.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 04, 2025
Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.
June 01, 2025
Preparing to fund your child's education? Whether you're a parent or grandparent, it's crucial to plan ahead.
Explore this checklist for smart strategies.
Read more: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/02/05/funding-the-cost-of-college-checklist
May 21, 2025
Janney's Mid-Year Market Update
What’s next for the economy and markets? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, inflation, monetary and fiscal policy, and what it all means for your portfolio strategy.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.