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Marzena Lukasiewicz

Marketing Director & Investment Advisor Representative

Marzena is a marketing specialist with a strong background and sound knowledge of business operations, customer service, advertising, marketing strategies and sales. She received her Master of Business Administration from University of Economics in Krakow, Poland. As a competent and reliable professional, she is committed to our customers and their satisfaction, always making sure they have the best possible experience, and their financial future is in good hands.

Marzena also holds a life insurance license and has passed the Series 65 securities exam. As a Investment Advisor Representative at Kaizen Wealth Advisors she provides individual investors and families with customized financial plans that meet client’s unique needs and match their risk tolerance. Her focus is on protecting the client’s wealth, preserving their savings, and maximizing retirement income. By educating and working closely with clients, she is dedicated to help them achieve their desired financial goals and success.

Jesteśmy Niezależni i Obiektywni

Poznaj Nasz Zespół

Kaizen Wealth Advisors to zespół doświadczonych i wykształconych specjalistów, których wiedza i ekspertyza stanowi kluczowe narzędzie w zrozumieniu coraz bardziej złożonego świata usług finansowych. Nasze działania skupiają się na indywidualnym podejściu do każdego klienta. Dzięki temu jesteśmy w stanie opracować optymalne rozwiązania inwestycyjne, które uwzględniają specyficzne wymagania i pozwalają na skuteczną realizację wyznaczonych celów.

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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