Dariusz Godlewski, RFC

President & Investment Adviser Representative

Dariusz Godlewski is the president of Financial Wealth Alliance and a licensed Investment Adviser Representative with Brookstone Capital Management.

Dariusz believes communication and interaction with his clients on a regular basis are the keys to understanding their financial planning needs and assisting them in realizing their dreams and aspirations. He is proud to live and work within the community he serves and is motivated to give back by sharing his wealth of knowledge in the retirement arena. He regularly conducts informational workshops within the community to help people gain awareness of their retirement options and financial strategies.

His idea of a successful retirement plan is a comprehensive, cohesive financial strategy. This strategy must be tailor-made in order to fit each individual’s unique needs to help meet both short- and long-term objectives. He ensures each client is given watchful attention, monitoring their progress and making adjustments as necessary for the changing economic climate.

With over a decade of experience in the industry, Dariusz holds his life insurance license and has passed the Series 65 securities exam.

Agnieszka Tiara, MBA

Director of Financial Services & Investment Advisor Representative

Agnieszka Tiara joined Financial Wealth Alliance in 2014. She earned her master’s degree in business administration from North Park University in Chicago in 2009, and she now holds licenses in life, health, property and casualty as well as a Series 65 securities registration. As our Director of Financial Services and an Investment Advisor Representative, Agnieszka provides the highest level of support and advice to clients. Whether they need assistance with investment, retirement planning, Medicare or life insurance, she is there at every step of the journey. While her 14 years of experience in the financial and insurance industries make her a highly capable and skilled professional, her ability to connect and communicate with clients makes her a key member of our team.

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 Financial Wealth Alliance 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.

Dean Zayed, JD, LLM, CFP®

Founder & CEO of Brookstone Capital Management LLC

Dean Zayed is the founder and CEO of Brookstone Capital Management LLC (BCM). He received his Bachelor of Arts in economics from Northwestern University, where he completed the Business Institutions Program and the Undergraduate Leadership Program and was a member of Omicron Delta Epsilon Economics Honor Society. Dean received his Juris Doctor degree from Northwestern University School of Law and a master’s degree in taxation from Chicago-Kent College of Law. He is a Certified Financial Planner™ (CFP®).

Mark DiOrio, CFA

Director of Investment Research

Mark DiOrio joined Brookstone as Director of Investment Research & Portfolio Strategy in 2015. Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company. While there, Mark ran a global tactical asset allocation strategy and accumulated an eight-year GIPS® compliant track record.

Mark has nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor’s Business Daily and quoted in The Wall Street Journal. Mark received his MBA from Benedictine University and is a Chartered Financial Analyst® (CFA®). Mark is a member of the CFA Institute and CFA Society of Chicago.

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.

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Przeanalizujemy Twoją sytuację i pomożemy w doborze strategii i narzędzi dopasowanych do Twoich oczekiwań i potrzeb! Zadzwoń do nas 847-312-3454 lub napisz emaila