Our Team

As a senior partner of The Dupre Keating Group, Dawn has spent her entire 32-year professional career in the financial services industry as both an executive and a financial advisor, serving high net worth individuals, families and businesses. After working in all corners of the industry, Dawn brings a distinct perspective that helps our clients navigate the complex financial landscape. Prior to joining Janney, Dawn served as a Financial Advisor at Morgan Stanley as well as an Executive Vice President of Citizens Financial Group and President of CCO Investments during her executive career. 

Dawn earned the distinct recognition of being named Janney’s 2023 Outstanding Woman Advisor of the Year for her exceptional client service and leadership in the community. She is also a multi-year award recipient by Forbes as a Best-in-State Woman Wealth Advisor in 2023 and 2024. Dawn was named to Working Mother and SHOOK Research’s Top Wealth Advisor Moms List in 2017, 2018, 2019, 2021 and while serving as President of CCO at Citizens Financial Group, was named one of the Top Six Teams in Banking by American Banker magazine in 2012.  

Dawn’s achievements have made her a highly requested guest speaker. She has appeared twice at the Pennsylvania Conference for Women, and most recently at the 2024 panel for the Women In Investing of Philadelphia (WIN). Dawn is a member of Janney’s CEO Roundtable and Financial Advisor Council. She is consistently invited to be a panelist for the Janney Elite Advisor Conference, most recently sharing best practices for cultivating excellence in team practices. Additionally, she has served as a mentor in Janney’s Mentoring Program, as she is committed to leading and developing the next generation of financial advisors. 

Dawn graduated from Nicholls State University in Louisiana where she earned a Bachelor of Science in Finance on a music scholarship, playing the drums in the marching band and orchestra. Dawn completed the Accredited Domestic Partnership Advisor™ (ADPA™) program from the College of Financial Planning. She is married with three children and lives in Newtown Square, PA. Dawn’s oldest son, Joshua, works alongside her in the office as an advisor, continuing the legacy of the multi-generational family practice started by her father-in-law, Chip Keating in the early 80’s. Outside of the office, Dawn enjoys playing pickleball, golf, fishing, bridge and spending time in Rehoboth Beach. 

As a senior partner of The Dupre Keating Group, Megan is a seasoned Financial Advisor working with generations of affluent families for over 25 years. She began her career in the financial services industry in 2000 partnering with her father, an industry veteran with over 30 years experience, as one of the few father-daughter teams in the country. Her experience and perspective is invaluable to our clients as they look to create long-term, multigenerational strategies to help achieve their life goals and secure their legacies.  

With a deep understanding of investment strategies, retirement planning, and wealth management, Megan is dedicated to providing tailored advice and building long-term, trusted relationships with clients. Megan combines a personalized approach with the resources and expertise of Janney to help clients navigate the complexities of financial markets and secure their financial futures. Committed to continuous learning and adapting to market trends, Megan is known for her integrity, professionalism, and unwavering focus on achieving client success. Megan is committed to fostering deep relationships with our clients as she delivers outstanding personalized service in a caring and meaningful way. 

Megan is a Chartered Retirement Planning Counselor™ (CRPC™) and an Accredited Domestic Partnership Advisor™ (ADPA™), both designations earned from the College of Financial Planning. She earned her MBA and Bachelor of Science from Drexel University’s LeBow College of Business, which she attended on a full basketball scholarship. Megan was an on-camera commentator for college basketball, appearing on ESPN and Comcast for over a decade. 

As a proud alumna, Megan served on the Drexel University Alumni Association’s Board of Governors for two terms. She was the recipient of the Harriet E. Worrell Society Award, honoring an alumna whose professional achievements, contributions to the community and service to her alma mater embody Harriet’s spirit of commitment and integrity. Megan also serves on the Board of Governors at Waynesborough Country Club, where she is an active member of the community. 

Megan enjoys playing paddle, pickleball and golf, as well as spending time in Rehoboth Beach. She is married, has three children and lives in Newtown Square, PA. 

Sarah is a dedicated Financial Advisor with the The Dupre Keating Group with over 10 years of industry experience, specializing in managing client relationships, portfolio management and analysis for the team. With a focus on creating and maintaining personalized financial plans, Sarah is committed to helping our clients achieve their financial goals, through thoughtful strategy and meticulous attention to detail. She marries this high attention to detail with a personal touch that helps clients define goals and create investment strategies for success. 

Sarah’s high-touch approach ensures that each client receives tailored advice and proactive communication, fostering long-term relationships built on trust and results. Sarah’s expertise in financial planning and investment management allows her to design comprehensive strategies that align with our clients’ unique objectives, whether they are planning for retirement, managing wealth, or pursuing other financial goals. 

Outside of her advisory role, Sarah stays up to date with industry trends and continually seeks opportunities to enhance her clients’ financial success. She earned her Certified Financial Planner™ (CFP®) professional designation, awarded to a select group of individuals who undergo extensive coursework and examinations to master many facets of financial planning and wealth management. Sarah is also a Chartered Financial Analyst, further demonstrating her commitment to detailed analysis and portfolio construction. The CFA Charter is a globally recognized designation that attests to success in a rigorous and comprehensive study program in the investment management and research industry and a commitment to ethical conduct. 

Sarah’s career began in the financial services industry in 2014 after graduating from Cornell University with a degree in Chemistry and Economics, first joining Morgan Stanley as a Wealth Advisory Associate and Financial Advisor. Sarah joined The Dupre Keating Group as an analyst nearly a decade ago and quickly advanced to partner, seamlessly integrating her talent and expertise. She’s an invaluable asset to our team and our clients. 

As valedictorian of her high school, Sarah is a native of Malvern, PA, but currently calls Philadelphia home. She enjoys golf, ice hockey, playing musical instruments and spending time at her home in the Finger Lakes in Upstate NY. 

As a third-generation Financial Advisor with The Dupre Keating Group, Josh proudly continues the legacy of his family’s multigenerational wealth planning practice, founded by his grandfather. He brings a fresh perspective while honoring the values and client-first approach that have been at the core of the business for decades. Josh specializes in helping individuals and families achieve long-term financial security through personalized strategies that span generations. He focuses on comprehensive financial planning, including retirement strategies, wealth preservation, and legacy planning. Josh is passionate about helping clients build, manage and transfer wealth in ways that align with their goals and values. 

Josh plays a key role in the practice by conducting in-depth investment research and analysis to support the team’s portfolio management strategies. He monitors market trends, evaluates investment opportunities, and provides data-driven insights to help optimize client portfolios. In addition to his research expertise, Josh assists with the creation of personalized financial plans, ensuring that each plan aligns with clients’ long-term goals and risk tolerance. His attention to detail and analytical approach help the team deliver comprehensive, customized solutions that meet the evolving needs of our clients. 

Josh began his career in the financial services industry in 2017 in Drexel University’s undergraduate co-op program. His co-op experiences included working as an Equity Research Assistant at PNC Capital Advisors, a Private Wealth Management Intern at Goldman Sachs, a Wealth Management Division Intern at Morgan Stanley and finally a Wealth Management Intern at Janney Montgomery Scott. Prior to moving into his current Financial Advisor role, Josh started with Janney as a Wealth Planning Assistant for The Dupre Keating Group in 2021. With a commitment to continuous learning, Josh earned the designation of Certified Financial Planner® (CFP) in May 2023, further expanding his knowledge of wealth management strategy and planning to better serve our clients. In addition, Josh also obtained the Bloomberg Market Concepts Certification and FactSet Core Certification, demonstrating his ongoing commitment to professional development. 

Josh attended Drexel University’s LeBow College of Business, earning a Bachelor of Science degree in Business Administration and Finance. He was involved in the Business Learning Community, The Society of Securities Analysts and Pi Kappa Phi Fraternity.  

Josh lives in Bala Cynwyd with his wife, Francesca, and their rescue chocolate lab, Coco. He is a passionate reader and enjoys history, playing pickleball and cheering on his beloved Philadelphia 76ers. 

Kate is a Senior Registered Private Client Associate with The Dupre Keating Group, bringing nearly 40 years of experience in the financial services industry. Inspired by her mother, Shirley Tinney – a  trailblazer with a 30-year career as one of the few fully licensed Client Associates at Merrill Lynch – Kate developed a passion for client service and financial operations early on. Her extensive experience and dedication make her an essential member of the team.  

Known for attention to detail and unwavering commitment to client service, Kate oversees the team’s day-to-day operations with precision and efficiency. She supervises all administrative processes ensuring seamless execution while maintaining a high level of accuracy. Passionate about helping clients achieve their financial goals, Kate is dedicated to providing exceptional support and personalized service.  

Kate has extensive experience working at several prominent firms over her 35-year career, including Morgan Stanley and Merrill Lynch. This depth of experience has given her a comprehensive understanding of the industry’s complexities, best practices, and evolving client needs. Her broad exposure equips her with the ability to navigate diverse challenges, anticipate market trends and deliver tailored solutions. This background is invaluable in providing clients with informed guidance and ensuring the highest level of service. 

Kate stays active in her community, volunteering as a wish grantor through the Make-A-Wish Foundation. Outside of the office she enjoys spending time with family, including her granddaughter, Scottie and daughter Nicole. She also enjoys gardening, scuba diving and spending time with her extended family. Kate resides in Warminster, PA, with her two beloved dogs, Nina and Nala. 

As a Private Client Associate with The Dupre Keating Group, Trisia handles administrative responsibilities, oversees day-to-day operations, runs point on all marketing efforts and supports the wide-ranging needs of our clients. With over 25 years of experience in the financial services industry, Trisia is committed to going above and beyond to service the needs of our clients with impeccable attention to detail and personalized client service. She specializes in client relationship management, operations and wealth planning for high net-worth individuals and family offices. 

Prior to joining Janney Montgomery Scott in 2018, she worked in numerous capacities in the financial services industry. Trisia’s experience as a Senior Director of Client Service and Systems Specialist/Senior Relationship Manager for Registered Investment Advisors (RIA’s) and her prior role as an Assistant Branch Manager at a Local Bank, have provided her with a well-rounded skill set in client management, operations, and leadership. Her deep understanding of financial services, coupled with her hands-on experience in both advisory and banking environments, enables her to anticipate client needs and manage complex situations with ease. This background helps her excel in her current role by offering clients personalize support, ensuring operational efficiency, and delivering a seamless experience.  

Trisia studied at West Chester University and lives in West Chester, PA with her husband, Tim, and their five children. She enjoys spending time with family, friends and visiting the beach, but her absolute favorite thing to do is be a constant cheerleader for all of her kids activities. 

Joe is a Registered Private Client Associate with over 15 years of industry experience. He works alongside Kate Fisher and Trisia Kavka-Coogan in managing the daily business operations for The Dupre Keating Group. As the first line of contact for clients, he excels at solving operational challenges and ensuring efficiency and quality control, particularly in account openings, account aggregation, transfer requests and ongoing client service. Joe is dedicated to helping clients reach their financial goals while supporting the team in all aspects of business operations. Known for his calm and reassuring demeanor, Joe consistently provides a steady and reliable presence, making him an invaluable resource for both clients and the team. 

Prior to joining Janney Montgomery Scott, Joe spent time at Raymond James and Bank of America/Merrill Lynch as a Vice President and Senior Client Service Representatives. He graduated from Drexel University’s LeBow College of Business with a Bachelor of Science in Business Administration and Finance and was involved in the Drexel Investment Group. 

Joe lives in Havertown with his wife, Becky, and their two children, Leon and Josie. Outside of the office, he enjoys playing golf and spending time with family and friends.