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.

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

LinkedIn-Icon[1]Social-Icons-Twitter-X_64x