Home
About Us
Our Commitment
Our Team
Our Method
Products & Services
Market Research
Industry Links
Special Topics
Prizm Newsletter
Contact Us
Client Center


Download Dean's cover
article found in Senior
Market Advisor Magazine

Newsletter

LockBox

Comprehensive Financial Solutions
Our Team

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

 
 
DEAN ZAYED
 

Practice Area Overview.
Dean Zayed is a Principal of PRIZM Financial Advisors, Inc., a financial services firm dedicated to helping its clients achieve every one of their lifetime financial goals. Dean provides comprehensive financial planning including asset allocation, retirement planning, education planning and portfolio management. By utilizing his proprietary process entitled “Comprehensive Financial Solutions,TM” he successfully eliminates the fear, anxiety and hassle pertaining to his clients’ financial affairs. With extensive experience and the ability to deliver effective, timely, and unparalleled financial solutions, Dean commits to offering a one-source solution for the management, growth, and preservation of his clients’ wealth.

Education and Background.
Dean received his Bachelor of Arts Degree in Economics from Northwestern University in 1994. He also completed the Business Institutions Program, the Undergraduate Leadership Program and was a member of Omicron Delta Epsilon Economics Honor Society. Dean was involved in community activities, including Special Olympics and the ALS Foundation.

  Dean Zayed
 

Dean received his Juris Doctor degree from Northwestern University School of Law in 1997. He received his masters degree is law (L.L.M.) degree in Taxation from Chicago-Kent College of Law. Dean is also a Certified Financial Planner (CFP) and holds the following licenses: NASD Series 7, 63 and 65 and Illinois insurance license for life, health and long-term care.

Dean is a member of the following organizations: Society of Financial Service Professionals, Financial Planning Association, and the DuPage County Bar Association. He has published several articles in professional journals and has educated thousands of people in the areas of estate and financial planning. Dean is a past Chair of both the Tax Committee and the Estate Planning Committee of the DuPage County Bar Association.

Achievements and Recognition

  • Dean is a member of the Million Dollar Round Table (MDRT), as well as the prestigious Top of the Table.
  • Cover of Senior Market Advisor (SMA) magazine in December 2005.
  • Top 5 Finalists for “Advisor of the Year Award” by SMA in 2006 and 2007.
  • Monthly columnist in SMA Magazine.
  • General Alexander Haig’s Chosen Topics as seen on CNBC nationally.
  • 2006 “Top 10 Wealth Managers of the Central US Region” by Goldline Research.

Work Experience
Dean is a Principal of Perkins & Zayed, P.C., a boutique law firm with a concentration in estate planning, asset protection and wealth preservation. Dean is also a Principal of Prizm Financial Advisors, Inc., a financial services firm that provides Comprehensive Financial Solutions TM to its clients. He is the co-founder and President of Brookstone Capital Management LLC, a registered investment advisor Dean is also a registered representative of Waterstone Financial Group.

Personal
A lifelong resident of the Chicago area, Dean was born and raised in the northwest side of Chicago before settling in Clarendon Hills with his wife Michele. Dean and Michele are the proud parents of Marissa and Anthony. His main interests include world politics, reading and golf.

 
MARK D. PERKINS
 

Practice Area Overview.
Mark Perkins is a Principal of the firm 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 Degree from Elmhurst College with a double major in Urban Studies and Business Administration. At Elmhurst College, he was on the Debate Team, the Student Senate, President of the fraternity Alpha Phi Omega, and played on the College Football Team. 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 D. Perkins

Mark teaches and lectures on the topic of estate planning to lawyers, accountants, financial planners, and various consumer groups. Mark regularly produces articles regarding current estate planning concerns. He appeared as a guest speaker regarding estate planning on "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 Chair of both the DCBA Tax Committee and the DCBA Estate Planning Committee.

Work Experience.
During law school Mark worked at a Chicago international law firm in the areas of immigration, contract, civil and criminal law. He began his law career practicing corporate litigation for a downtown law firm. He was the Principal and Founder of Perkins & Associates, a private law firm concentrating in Estate Planning and Real Estate Law. Mark later became a member of the law firm of Momkus Ozog & McCluskey LLC until forming Perkins & Zayed, P.C. with Dean Zayed. Mark is a registered representative and Investment Advisor representative of Waterstone Financial Group.

Personal.
The son of a career military man, Mark lived in Germany for about 10 years, and is fluent in German. He served as an intern minister with the Chicago Church of Christ, a Church in which he and his wife Troy are very active. Mark, Troy and their sons, Kyle, Cole, and Beau reside in Oswego, IL.

 
1751 South Naperville Road Suite 203, Wheaton, IL 60189
Phone:  630-665-4848    Fax:  630-665-4343    Email: dzayed@att.net

Securities and Financial Planning Services offered through Waterstone Financial Group.
A registered broker-dealer and member NASD-SIPC and Registered Investment Adviser.

Currently Dean Zayed is securities registered in Az, Il, In, NJ,SD and WI.
Mark Perkins is securities registered in Fl and Il.

This communication is strictly intended for individuals residing in the states listed above, where these registered representatives are registered to conduct securities business, and if applicable, as an investment adviser. No offers may be made or accepted from any resident outside the specific states referenced.