Our Planners

The members of the Zito Financial team area cohesive group of specialized and hand-chosen professionals. We are dedicated to helping you, as well as your family, become more educated and confident about your financial security. In order to provide our clients with the highest level of service, we firmly believe that we must first hold ourselves to the highest level of standards.

Meet our team:

Elaine Zito, CFP®, CEP, M.Ed. Investments & Estate Planning Investment Philosophy Professional History

Megan Koopman, CFP® Investments & Tax Preparation Investment Philosophy Professional History Up Close and Personal

Donna Messinger, CFP® Retirement Planning & Investments Investment Philosophy Up Close and Personal

Mike Pelfrey Retirement Income & Insurance Design Specialist