Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Donald Zolfo, CFP®
Founder - Financial Advisor at Midwest Investment and Business Advisors, PLLC
I am the Founder, President, and CERTIFIED FINANCIAL PLANNER® professional at Midwest Investment and Business Advisors where my primary responsibilities include building portfolios to protect clients’ assets and grow their wealth, as...
Kathleen Zolfo
Chief Operating Officer and Director of Client Experience
On a daily basis, Midwest Investment and Business Advisors is working hand-in-hand with Little Rock, Arkansas’s Sowell Management. With $4 billion in affiliated assets, Sowell Management is an industry leader in the Registered Investment Advisor space. Behind-the-scenes, Sowell Management provides MIBA with back-office services, best-in-class technology and support and portfolio management. Because of their vast resources and broad strength, MIBA has a solid and trusted partner.
Fidelity Investments is the largest privately-owned investment firm in the US. Being a family-held company allows them to be proactive and responsive, which makes them a perfect fit for the MIBA approach. Partnering with them gives us the flexibility we require to effectively serve clients whose needs may not conform to the restrictions that often go along with the large firm experience. They’ve also earned a reputation for conducting themselves with integrity.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.