Our Team

Jean M. Deliso CFP^® | Founder/Principal

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

Her extensive experience has led to a focus in certain fields, such as cash management, risk management, investment planning and financial preparation for retirement as well as times of transition such as divorce or widowhood.

Jean is committed to educating individuals about their finances and frequently conducts workshops for women advocating financial empowerment.

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. She is a graduate of Bentley College.

Jean has 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.

Jean currently serves as Chairman of the Board of The Baystate Health Foundation and is immediate past Chairman of the Community Music School of Springfield. She is also past Chairman of the Board of the YMCA of Greater Springfield, 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 married, has two sons, and lives in Longmeadow, MA. She is an avid golfer and also enjoys sailing.

Judy Moore | Director of Client Management & Licensed Service Assistant

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.

Christina Zafra | Registered Service Assistant

Christina joins Deliso with 8 years of experience in the financial services field, where her concentration has been on client relationships, retirement planning and education. In her role she works to assist in developing financial strategies for all clients.

Christina relocated back to Springfield after spending a few years in Colorado, she grew up in New York City but Christina considers Springfield her home. She is a graduate of Springfield Central High School and Westfield State University.

She currently lives in Springfield with her husband and two dogs. She enjoys traveling, and spending time with family and friends.