Home Posts tagged Jean Deliso
Women of Impact 2019

Principal, Deliso Financial Services

She Helps People — and the Community — Get Where They Need to Be

Jean Deliso likes to say she is part financial advisor, part therapist.

This description of her work as owner of Deliso Financial and Insurance Services in Agawam sums up not only what she does, but how she does it. Indeed, while the primary objective of her job is to provide financial advice to her clients, she is also committed to forming a personal relationship with each individual who sits in front of her in order to better understand exactly where they are financially and where they want to be — and help them get there.

This is especially true with women, a rewarding niche, if one chooses to call it that, for Deliso, who has, over the course of her 25-year career in this field, become a specialist in empowering women and positioning them for a solid financial future, as well as during times of transition, such as divorce and widowhood.

“I spend a lot of time trying to speak to women because I want them to not be afraid and get educated so they understand that the decision they make, or the lack of the decision they’re making, is going to make a difference in their lives,” Deliso told BusinessWest. “We deserve equality, but we as women need to believe that we deserve equality.”

But helping women — and all her clients — chart a course for a lifetime of financial stability is only one of many reasons why Deliso has been chosen as a Woman of Impact for 2019.

She is also heavily involved in the community, especially with groups and causes that impact children and families. She currently serves as chairman of the board of the Baystate Health Foundation, and is immediate past chairman of the Community Music School, for example, and is also past chair of the board of the YMCA of Greater Springfield and past trustee of the Community Foundation of Western Mass.

Meanwhile, as the daughter and granddaughter of entrepreneurs (more on that later), and a successful one herself, she is also a mentor to young entrepreneurs, especially women, through work with Valley Venture Mentors.

Talking about the various aspects of her life — her work, her involvement in the community, and her family life — Deliso said they all connect and flow together.

“Most people in life think they have it figured out and that they’re all set, but the reality is, they’re not. We’re all very busy people, and, because of that, we don’t take care of ourselves.”

“Some people are different at work than they are at home, but I’m the same way throughout,” she said. “I’ve really identified that my effort in my business matches what I do in the community, and matches who I am. All three components are aligned.”

Together, they make her a true Woman of Impact, as noted by Scott Berg, vice president of Philanthropy at Baystate Health, executive director of the Baystate Health Foundation — and a client of Deliso Financial Services, one of her several people who nominated her.

“Jean is an outstanding person, both professionally and personally. She has built a successful business focused on helping people reach their financial goals,” he wrote. “I believe the key to Jean’s business success has been her unwavering dedication to the community; she is a person, both in business and in the community, who leads by example.”

On-the-money Advice

Deliso told BusinessWest that her strong work ethic, commitment to the community, desire to help others, and, yes, leadership by example are all what she calls family traits.

Indeed, she said she grew up in a family of entrepreneurs — her grandfather, Joseph Deliso Sr., founded HBA Cast Products, later run by her father — who made a point of donating time, energy, and talent to the community.

Her grandfather was one of the founders of Springfield Technical Community College, and his name is on one of the academic buildings on the historic campus.

Jean Deliso doesn’t have any buildings named after her — yet. But she is certainly following the lead of the generations before her when it comes to being an entrepreneur and giving back.

“My work at the YMCA, the Community Music School, and Baystate is all about helping children and helping those in this community who are not as fortunate as I was growing up,” she said. “I had wonderful parents, great role models, and grew up in an entrepreneurial family who were community-minded and taught me that hard work, dedication, giving back, and being kind to others was the way to live.”

With regard to entrepreneurship, Deliso said she knew early on that she wanted to work for herself, and she’s been doing that for 20 years now. After working in the family business in Florida, she relocated to Western Mass., where she consulted with small-business owners on financial operations and maximizing performance. She then segued into financial planning and has become a regional leader in that field.

Jean Deliso, seen here speaking with attendees at a Baystate Health Foundation event, has continued a family tradition of being active within the community.

She has been a New York Life agent since 1995, and is associated with the company’s Connecticut Valley General Office in Windsor, Conn. She is currently enjoying her seventh year as part of New York Life’s Chairman’s Council, ranking in the top 3% of the company’s sales force of more than 12,000 agents.

While such honors and accolades are rewarding, Deliso finds it more rewarding to assist individual clients, guide them through what can be a very difficult process at times, and help them make the right decisions to set them up for a financially stable future.

“Most people in life think they have it figured out and that they’re all set, but the reality is, they’re not,” she said. “We’re all very busy people, and, because of that, we don’t take care of ourselves.”

This is particularly true with women, she noted, adding that they often outlive their husbands and, too often, are not involved in the family’s financial planning.

“I like to educate women because I cringe when I hear the words, ‘oh, I’ll let my husband take care of that,’” Deliso said. “The value of a woman is so important, and I think we, as women, undervalue ourselves a lot.”

So, Deliso and her “small but mighty staff,” as she describes it, helps clients set goals and objectives, and then assists them with getting from point A (where they are) to point B (where they want to be, up to retirement and then through it).

“I will find the disconnects from where they are versus where they want to be, and I help them build this bridge to get them to where they want to be,” she said, adding that this sometimes includes asking difficult questions.

“She is a believer in developing positive assets for youth — whether through improved medical care, quality programs for children before, during, and after school hours, or gaining self-awareness through the power of music.”

These include ‘have you thought of the what-ifs?’ and ‘are you prepared?’

All too often, the answers the answer to those questions is ‘no,’ she went on, adding that she has a passion for turning ‘no’ into ‘yes.’

Balance Sheet

To get this point across, Deliso summoned a case from very early in her career — new clients who provided a critical lesson in being ready for one of those ‘what ifs.’

A young couple in their 30s had two young children and wanted to buy a house. Deliso sat down with them and talked about their goals and asked them those difficult questions mentioned above, especially the one about what would happen if something happened to one of them.

The couple decided they wanted college taken care of for their two children, and also wanted to take care of their mortgage. So, Deliso put them on a savings plan, bought them life insurance, and got them on track to start saving money.

Two years after she started working with this couple, she got a call from the husband: his wife passed away at the age of 32.

His first question, Deliso recalled, was ‘how am I going to do this?’ Her quick answer was that he could do it because of the plan she put in place for him.

“From that moment, those two children went to college because we put money aside for that college education,” she said. “We paid off most of the mortgage because I made sure that that family would be fine if one of those incomes went away, and that’s exactly what happened. This was so powerful that it cemented me in this career.”

Likewise, her family’s deep commitment to the community cemented in her the need to get involved and stay involved. And, as noted, this involvement often involves institutions and initiatives with missions focused on families and children.

Berg summed up this commitment in his nomination of Deliso.

“In addition to impacting the lives of her clients, she has influenced, both directly and indirectly, countless lives through her volunteer efforts at the Baystate Health Foundation, the YMCA, and the Community Music School,” he wrote. “As can be seen in the agencies with which she has given so much time, she is a believer in developing positive assets for youth — whether through improved medical care, quality programs for children before, during, and after school hours, or gaining self-awareness through the power of music. This dedication to our youngest community members is truly an investment in the next generation of our community’s leaders.”

Elaborating, Berg noted that how Deliso serves the community is as important as where she trains those efforts, specifically with enthusiasm that is contagious and strong leadership.

“When Jean presents to the Baystate Health Foundation board of trustees, she strives to make her words resonate, to encourage introspection, and to promote enthusiasm,” he wrote. “Her passion is a reminder to all trustees why they have chosen to commit themselves to moving the foundation mission forward and the true impact it has on its beneficiaries. Jean is exactly what you would want in a leader.”

Her leadership skills were recognized, and applauded, by the Professional Women’s Chamber, which named her Woman of the Year in 2013.

Investments in the Community

As noted, there were several nominations for the Woman of Impact honor with Deliso’s name on them. Collectively, they do a fine job of explaining why she was chosen.

In hers, Judy Moore, director of Client Management at Deliso Financial, noted that working for Deliso has given her an inside look at all the hard work she invests in order to ensure her clients get the best service possible.

“Working for her for 11 years, I can attest to the fact that her high level of professionalism and ethics is astonishing, and her clients reap the benefits of that on a daily basis,” said Moore. “She never tires of giving back to the community and making lives better through her various work, both professionally and altruistically.”

Those sentiments effectively sum up both Deliso’s life’s work and her commitment to the community. In both realms, she always has one eye on today, and the other on tomorrow.

“What I do for a living makes a difference in people’s lives,” she said. “If I can make an impact on someone’s life, that’s a good day.”

Kayla Ebner can be reached at [email protected]

People on the Move

Jill Monson-Bishop

The American Cancer Society (ACS) recently welcomed Jill Monson-Bishop into the role of Community Development manager. She comes to the ACS with expertise in networking, relationship building, marketing, project management, and more. Prior to joining the American Cancer Society, Monson-Bishop was one of the opening-day team members at MGM Springfield, with responsibilities including internal communications and employee events. She also owns Inspired Marketing, now a consultative marketing agency, but at one time a full-service marketing and event-planning company serving clients such as Smith & Wesson, Adam Quenneville Roofing, and Northwestern Mutual. Previously, she was a radio personality in Western Mass. on stations such as WMAS, Rock 102, WHYN, and more. Community engagement has always been a priority for Monson-Bishop, who, over the years, has been involved with organizations such the Young Professional Society of Greater Springfield, Square One, YWCA, the Springfield Regional Chamber, the Drama Studio, and more. She is a graduate of Bay Path University with a MBA in entrepreneurial thinking and innovative practices, and she earned her bachelor’s degree in communication and media studies at Westfield State University.

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Jeffrey Neumann

Valley Solar, LLC announced the appointment of Jeffrey Neumann as lead master electrician. Neumann started with Valley Solar in April 2019 and will oversee all electrical operations. Prior to working at Valley Solar, Neumann was the electrical foreman at Hampshire College from 2010 to 2019. There, he supervised a crew of four journeyman electricians and oversaw all aspects of the the college’s Electrical Department, including supervision of crews, planning, budgeting, installations, and maintenance of campus electrical systems. He also oversaw several solar projects while at Hampshire and has performed solar installations involving single-phase residential wiring as well as more complex three-phase commercial projects.

 

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Linda Morgan, an attorney with extensive experience in higher education, has been named vice president and general counsel at Springfield College, effective Aug. 26, President Mary-Beth Cooper announced. Morgan will provide legal counsel and guidance to the leadership of the college and will serve as secretary to its board of trustees. She will be a member of the president’s senior leadership team. Joining Springfield College with 13 years of service as a practicing attorney and more than six years in positions of senior-level organizational management and financial administration, Morgan is well-practiced in providing leadership to institutional compliance with laws and regulations pertinent to higher education, including the Higher Education Opportunity Act, Title IX, FERPA, HIPAA, and the Jeanne Clery Act. She provides experience in broad aspects of law and related matters, including contracts, agreements, litigation, legal investigations, dispute resolution, mediation, business formation, compliance, and management. She is admitted to the bars of the Commonwealth of Massachusetts, the State of New York, the U.S. District Court for the District of Massachusetts, and the U.S. Supreme Court. Morgan most recently worked for the Commonwealth of Massachusetts, providing expertise in areas of employment-law adjudication and related statutory interpretation. Her previous experience also includes service as associate dean for Gender Equity at Bard College, grant administrator within the School of Medicine at the University of Maryland, and an attorney in private practice. She earned a bachelor’s degree in business administration from the University of Maryland University College and a juris doctor from Western New England University School of Law. She has teaching experience as an adjunct professor at Holyoke Community College and Greenfield Community College.

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Jean Deliso

Jean Deliso, CFP has been selected for membership in the Nautilus Group, a service of New York Life. The Nautilus Group is a planning resource comprised of financial professionals experienced in taxes, law, life insurance, accounting, and charitable giving. Deliso’s access to this exclusive resource enables her clients and their other financial advisors to benefit from the group’s collective experience and solutions as they apply to the protection, accumulation, and distribution of wealth to individuals, families, and business owners throughout the country. Deliso is president and owner of Deliso Financial and Insurance Services, a firm focusing on comprehensive financial strategies that position clients for a solid financial future. Her 30-year experience has led to a focus in certain fields, such as cash management, risk management, investment, and retirement planning. She has developed an expertise in assisting business owners with protecting and securing their future. She is also fully committed to educating individuals regarding their finances and frequently conducts workshops advocating financial empowerment. She 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 Chairman’s Council rank in the top 3% of New York Life’s sales force of more than 12,000 licensed agents in sales achievement. Deliso currently serves on and is past chairman of the board of the Baystate Health Foundation and the Community Music School of Springfield. She has also served on the board of the YMCA of Greater Springfield and the Community Foundation of Western Massachusetts.

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Darcy Fortun

The Ad Club of Western Massachusetts recently recognized the Innovation Series with an award in the Video Series category. The Innovation Series is a documentary-style video series produced by Darcy Fortune, producer for Garvey Communication Associates Inc. (GCAi), for PeoplesBank. The series explored Valley Venture Mentors and some of its more unique entrepreneurial teams. The series was hosted by Matthew Bannister, first vice president of Marketing and Innovation for PeoplesBank. According to the bank’s website, the six-episode Innovation Series was designed and produced with the belief that PeoplesBank can not only be innovative, but help inspire innovation as well. The series garnered considerable media attention, with feature stories appearing in BusinessWest and several other area media outlets, as well as a sizable viewing audience. GCAi also distributed the Innovation Series through social-media channels, where it accumulated almost 400,000 total impressions, 100,000 engagement actions, and 90,000 video views at the time of the award. Fortune’s team included GCAi’s John Garvey as producer, Mary Shea as project manager, and James Garvey as digital dissemination manager. Matthew Derderian served as director of photography. Fortune is an experienced media professional and video producer, having served on assignment desks for both ABC and FOX News affiliates and developed videos and animations for GCAi clients including Connecticut Orthopaedic Specialists, Cape Cod Cooperative Bank, MP CPAs, PeoplesBank, Peter Pan Bus Lines, and Winchester Savings Bank. She also just released two new pro bono videos for the Children’s Study Home and Wild Care of Cape Cod.

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Yvonne De Faoite

Elms College announced it will host an Irish Fulbright language teaching assistant (FLTA) during the 2019-20 academic year. Yvonne De Faoite of Limerick, Ireland, will teach Irish (Gaelic) language and culture. The Irish FLTA position is co-sponsored by the Irish Cultural Center of Western Massachusetts. De Faoite earned her primary teaching degree from Froebel College of Education in 2008. In 2012, she spent a year in Australia, where she gained international teaching experience. She recently completed a master’s degree in Irish immersion education from Mary Immaculate College in Limerick. Prior to that, she completed a diploma in educational leadership in University College Dublin. De Faoite’s educational interests include immersion and second-language acquisition. As a Fulbright Irish FLTA, she will teach the Irish language and culture to Elms College students and to community members through the Irish Cultural Center. She will also take classes at Elms.

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Robert Burnell has been appointed executive chef of all dining venues at the Red Lion Inn. In his new role, Burnell oversees the day-to-day culinary operations of the main dining room, Widow Bingham’s Tavern, the Lion’s Den, and the seasonally open courtyard. In addition, Burnell will collaborate with Brian Alberg, vice president of Culinary Development, on all future food- and beverage-related development, including specialty menus for Red Lion guests and private parties. With nearly 20 years in the food, beverage, and hospitality industries, Burnell was previously executive chef at Gedney Farm in Marlborough. With a passion for clean cooking and eating, coupled with expertise in modern food trends, Burnell revamped menus to incorporate locally sourced items, along with gluten-free, vegetarian, and keto options for diners. He also strived to deliver exceptional client experiences for weddings, community events, and private dining. Additional hospitality experience includes five years as a property developer for Berkshire Hotels Group, during which he implemented construction projects for both hotels and restaurants.

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Sean Sormanti

Michael Tucker, president and CEO of Greenfield Cooperative Bank, announced that Sean Sormanti has joined the bank as senior vice president – Human Resources. Most recently, Sormanti was director of Human Resources at Strategic Information Resources in Springfield. In his new role, he will be responsible for recruiting, planning, coordinating, and managing the activities of the bank’s Human Resources department. He will be based at 63 Federal St. in Greenfield. Sormanti has a bachelor’s degree from the University of Maine. He currently holds a professional in human resources certificate and is an active member of the Western Mass. chapter of the Society for Human Resource Management.

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Joseph Baker

 

Berkshire Taconic Community Foundation (BTCF) announced that Joseph Baker has joined its team as vice president of Finance and Administration. He will oversee finances, investments, human resources, and operations for the $152 million foundation. Baker previously served in leadership roles at other community foundations for 13 years, most recently as vice president of Finance and chief financial officer at Fairfield County’s Community Foundation. Before that, he was director of Finance and Administration at the Community Foundation of Greater New Britain. He brings to BTCF a background in nonprofit finance and development, as the former head of a United Way and a nonprofit service organization. He also developed Danbury Children First, a parent-led community initiative. Baker earned his MBA from the Yale School of Management and a bachelor’s degree in economics and Spanish from Colby College.

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Bob Cummings has been re-elected to serve as president of the National Assoc. of Professional Benefits Administrators (NAPBA). A  NAPBA trustee since 2007, Cummings was first elected NAPBA president in 2015, and has been an instrumental force in the emergence of the consumer-directed healthcare industry over the past 20 years, orchestrating the growth of NAPBA as the primary compliance-standards and best-practice organization for third-party employee-benefits administrators serving the consumer-directed healthcare industry. As CEO and founder of American Benefits Group (ABG), a leading national employee-benefits administrator located in Northampton, Cummings has been a pioneer of the consumer-directed healthcare industry before the term even existed. ABG was one of the first administrators of flexible spending accounts (FSAs) in 1989 along with COBRA, billing-administration, and commuter-benefit accounts in the 1990s. When health savings accounts (HSA) and health reimbursement arrangements (HRA) were enabled under the Internal Revenue Code in 2002, ABG was one of the early leaders in administering consumer-directed healthcare plan designs. As pre-tax, account-based plans became a linchpin of most employer benefit-plan designs along with high-deductible health plans, NAPBA was founded to promote compliance and best-practice standards in the administration of pre-tax, account-based plans. All NAPBA member organizations are third-party administrators focused on the administration and service of employer-sponsored plans for consumer-directed pre-tax accounts such as FSAs, HSAs, HRAs, and commuter benefits, as well as COBRA administration services. Collectively NAPBA member organizations provide services to more than 30 million employee healthcare consumers nationwide.

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Richard Venne, president and CEO of Viability, announced longtime staffer Richard Horton’s promotion to vice president of Administration and Finance. Horton joined Community Enterprises, one of the nonprofits that merged to become Viability, in July 2008 as director of Community Staffing. Before joining Viability as a staff member, he had executed consulting work to revive and re-engineer the Community Staffing operations. Over the next decade, his role expanded, first becoming director of Financial Planning and then associate vice president of Administration and Finance. He is known throughout the organization for serving as project manager for the implementation of Viability’s electronic health record and outcomes-management system. Two years ago, during the merger of Community Enterprises and Human Resources Unlimited into Viability, he led the effort to bring the infrastructure of the organizations together, focusing on technology and facilities. Entering its third year as Viability, the agency’s focus is on the creation, integration, standardization, and improvement of systems and processes. In his new role, Horton will play a central role in helping achieve that goal.