Team
JMOD Financial Services
A shared vision
Joseph Kelly & Frank del Busto met in 1997 while working at TIAA's New York City office. After spending over twenty years at TIAA, Joe & Frank decided it was time to create a firm that would bring close, personal relationships back to financial planning.
Joseph Kelly, MSFS
Founder and President
Joe Kelly has a Master of Science in Financial Services and over 25 years’ experience in the financial services industry, working primarily for TIAA. He founded JMOD Financial Services to make a difference in the lives of his clients.
MoreFrank Del Busto, CFP®, ChFC®
Senior Vice President
Frank del Busto is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant® with over 23 years’ experience in financial planning. He helped countless professors, physicians, researchers, private K-12 teachers and retirees as a wealth management advisor at TIAA.
MoreDavid S. Fedrizzi CFP®
Senior Wealth Advisor
Dave is a CERTIFIED FINANCIAL PLANNER (CFP) and RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP) with over 36 years of experience in the financial service industry. He has counseled countless professors, researchers, physicians and university administrators in his 14 years with TIAA CREF.
MoreLearn more about our financial planning philosophy.
