Managing Director, Executive TPA Consultant
Jean Dailey
CPA, CPC, QPA, QKC, QKA®, TGPC, CPFA™, ERPA

Experience: Started career in 1986 

Education: B.S. in Accounting from Rochester Institute of Technology  

Jean is responsible for retirement plan consulting, design, and compliance support at our Rochester, New York office. She joined Beltz Ianni & Associates (now Modern Wealth Management) in 2014. Jean previously spent 18 years with EPIC Advisors, Inc., a national retirement plan record-keeping TPA, in a variety of senior level management roles.  

 Jean grew up on her family dairy farm with her parents and nine siblings in western New York. She and her husband, Jim, have three independent daughters, Elissa, Devin, and Taylor. Jean loves spending time with her daughters, grandchildren, brothers, and sisters. She thoroughly enjoys taking care of Taylor’s horses, sewing, reading, and gardening.   

 Being active in her community and giving back is very important to Jean. She’s a team captain for Team Devin for the Golisano Children’s Hospital Annual Stroll for Strong Kids. Jean is also a member of the New York State Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the American Society of Pension Professionals and Actuaries (ASPPA). 

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