News and Commentary

Dawn Dupre, Megan Keating and Josh Dupre attended Janney’s 2026 Elite Conference & Teaming Summit in Philadelphia, where they collaborated with peers from across the firm to share best practices and explore innovative ways to enhance client service.

In September 2025, Dawn, Megan and Sarah participated in the 2025 Janney Women Advisor Forum in Philadelphia, collaborating with peers in the firm around best practices for delivering exceptional client service. Dawn served on the panel focused on how to attract and retain clients.

Dawn was selected to serve on the prestigious Janney FA Council, alongside 16 of her high-performing, well-respected peers. The council plays an important role in representing advisors and ensuring decisions are made that support a relationship-based culture where advisors have a voice and can access top leadership to help them meet client’s needs.

We are proud to share that we have been recognized by Philadelphia Magazine as The Face of Financial Planning

We are proud to share that Dawn has been featured in Philadelphia Magazine as The Face of Financial Planning

For over 40 years, our team has been dedicated to helping our clients meet their financial goals. Learn more about how we can help you build the future you deserve, one smart financial decision at a time.

With more than 150 years of combined experience helping families uncover and plan for their life goals. Learn more about the origins of our team and how we've grown through the years.