Personal Relationships Drive JMOD Financial Services
Working with clients in a meaningful way
After many years of working in a large corporate environment, Joe Kelly and Frank Del Busto wanted to focus more on the importance of personal relationships in financial planning. So it’s not surprising that when it came to naming their new firm, JMOD Financial Services, they honored important relationships in their own lives - John and Margaret from Joe’s family, and Octavio and Doris from Frank’s.
It was the deaths of John and Margaret that prompted Joe to establish his own firm. Their passing made him reflect deeply on what mattered to him, and the answer was working with people in a meaningful way. He realized that everything begins and ends with quality relationships—both personally and professionally.
Joe and Frank knew each other as wealth management advisors at TIAA-CREF, and Joe had always admired how Frank was able to connect with clients and fully understand what they were going through. Asking Frank to join him in this new venture was a no-brainer.
As experienced financial professionals with more than 40 cumulative years of experience among them, Joe and Frank have created a financial firm that fosters not only an enhanced level of client relationships, but also a platform to provide a wider array of financial solutions to educators, healthcare professionals and nonprofits.