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About Our Firm

Kaizen Wealth Advisors

Mark Perkins, JD

Estate Planning Attorney

Practice Area Overview

Mark Perkins is a principal of Perkins & Zayed, The Estate and Trust Law Group and concentrates his practice in estate planning, insurance planning and business succession planning. He has extensive advanced training as an estate planning counselor and, therefore, uses the most sophisticated techniques in the estate planning field. These techniques include living trusts, dynasty trusts, living wills, power of attorney documents, irrevocable life insurance trusts, charitable remainder trusts, minor trusts, qualified personal residence trusts, family limited partnerships and family foundations.

Education and Background

Mark received his Bachelor of Science from Elmhurst College with a double major in urban studies and business administration. At Elmhurst College, he was on the football team, the debate team and the student senate, and he served as president of the fraternity, Alpha Phi Omega. Mark earned his Juris Doctor degree from IIT-Chicago Kent College of Law. During law school, he was a member of the student senate and moot court team.

Mark teaches and lectures on the topic of estate planning to lawyers, accountants, financial planners and various consumer groups. He regularly produces articles regarding current estate planning concerns. Mark appeared as a guest speaker regarding estate planning on the “Money Talks” (AM 1530) radio program on several occasions. Mark is a member of the Illinois/Wisconsin Forum of Estate Planning Attorneys. He is also a member of the DuPage County Bar Association (DCBA) and is a past chairman of both the DCBA Tax Committee and the DCBA Estate Planning Committee.

Independent and Objective

About Our Team

The team at Kaizen Wealth Advisors offers a wide range of experience and expertise. We believe this is critical to navigating through the complexities of the wealth management and financial services universe. Our culture also thrives on gathering input from as many team members as needed when delivering advice and guidance, and in developing the financial and retirement solutions for your unique needs.

Dariusz Godlewski, RFC

President & Investment Adviser Representative

Agnieszka Tiara, MBA

Director of Financial Services & Investment Advisor Representative

Marzena Lukasiewicz

Marketing Director & Investment Advisor Representative

Jolanta Majewski

Business Processor

Marta Wojciechowski

Office Administration and Client Support

Dean Zayed, JD, LLM, CFP®

Founder & CEO of Brookstone Capital Management, LLC

Mark DiOrio, CFA

Director of Investment Research

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