Our Team

Jean M. Deliso CFP^® | Founder/Principal

Jean M Deliso, CFP^® is President/Owner of Deliso Financial and Insurance Services, a firm focusing on comprehensive financial strategies that help position clients for a solid financial future.

Jean has been working in the financial field for thirty years; her first seven in public accounting and the balance working in the financial services industry. Jean serves her clients by developing integrated financial plans focusing on five key areas: Protection, Retirement, Investment, Estate & Charitable Giving. Utilizing a specific process, she enjoys helping individuals, as well as business owners navigate the unique planning needs of their business with an eye towards legacy and succession planning. Deep trust, precise guidance and comprehensive solutions are the cornerstones of her practice.

Jean is a member of The Nautilus Group®, an exclusive, advanced planning resource for estate conservation and business continuation strategies. Jean’s access to this exclusive resource enables her clients to benefit from the group’s collective experience and insightful solutions as they apply to the protection, accumulation and distribution of wealth to individuals, families and business owners throughout the country.

Jean has also been a member of New York Life Chairman’s Council since 2012 and a Qualifying Member of the Million Dollar Round Table^* since 1999. Members of the elite Chairman’s Council rank in the top three percent of New York Life’s elite sales force of more than 12,000 licensed agents in sales achievement. In 2023, Jean was named as one of Forbes’ Best-in-State Financial Security Professionals.

Jean currently serves on and is the immediate past Chairman of the Board of The Baystate Health Foundation. She also serves on and is the past Chairman of the Board of the Community Music School of Springfield and the past Chairman of the Board of the YMCA of Greater Springfield. In addition, she is a past board member of Pioneer Valley Refrigerated Warehouse along with past trustee of the Community Foundation of Western Massachusetts and Bay Path College Advisory Board. She is a supporting member of the National Association of Life Underwriters and The Hampden County Estate Planning Council.

Jean is a graduate of Bentley College. She is married, has two sons, is an avid golfer and enjoys sailing.

Jean M. Deliso, Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 540 Meadow Street, Ste 108, Agawam, MA 01001-2019, (860) 285-8884, Financial adviser offering Investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Deliso Financial and Insurance Services is not owned or operated by NYLIFE Securities LLC, or its affiliates. The Nautilus Group® is a service of New York Life Insurance Company. The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Judy Moore | Customer Service Specialist

Judy has served as Customer Service Director since joining the company in 2007. In that capacity she is responsible for all day-to-day customer service needs. Her attention to detail, as well as her follow through skills and professional demeanor has earned the confidence of all clients as their needs are met efficiently and effectively.

Prior to joining Deliso, Judy was Vice President of a leading lingerie company in New York City. She was instrumental in growing that company substantially over her 25-year tenure where she managed several departments and traveled extensively. She returned to her Western Massachusetts roots in 2001 where she spent a few years volunteering for two main causes; underprivileged children and animals. In 2007, Jean recruited Judy to Deliso Financial & Insurance Services where she quickly became instrumental in the growth of the business over the past several years.

Judy is a graduate of the University of Massachusetts and lives in Longmeadow. She currently volunteers with her dog as a pet therapist at Weldon Rehabilitation Center. She has volunteered at the MSPCA, Brightside for Families and Children, Canine Companions for Independence as well as Yankee Golden Retriever Rescue. She also enjoys traveling.

Sarah Shainwald | Practice Coordinator and Office Administrator

Sarah is the Practice Coordinator and Office Administrator, joining in 2023. She has a varied background, most recently working as an administrative assistant at a Boston law firm within the Business Immigration Group using a similar client management platform as Deliso Financial Services. Previously she worked in the textbook publishing field as an Intellectual Property Project Manager within the legal department managing hundreds of projects over year-long life cycles. She has a degree in Elementary Education from Boston University, where she spent her work-study career at the front desk of the Physical Education, Recreation, and Dance office manning the phone and signing people up for workout, dance, and swim classes. She loves to help people solve problems and is all about the details. Learning new things and reading are two of her favorite things.

She is originally from the Merrimack Valley, but recently moved to the Pioneer Valley to follow her family who fell in love with the area when they lived out here for school. She is married and they have a child. Her passions are coaching volleyball and knitting. She recently coached with Pioneer Valley Juniors for a u14 girls’ team and is looking forward to future seasons with them.