ABOUT US

  • ABOUT US
  • OUR TEAM

FINANCIAL PLANNING FOR ALL YOUR LIFE GOALS

We believe our clients should have the flexibility to take advantage of opportunities while still maintaining a definitive, imbedded layer of risk management. PRIZM continually implements new technologies and seeks out innovative investment managers toward this goal.

OUR INVESTMENT PHILOSOPHY

Since 2000, Dean Zayed and Mark Perkins have been crafting a risk-managed approach to wealth management. Their success led them to establish Brookstone Capital Management, a registered investment advisor, and Perkins & Zayed, which services over 1,000 estate planning clients nationally.

OUR COMMITMENT TO INVESTORS

  • To conduct our business according to the highest standards of honesty and integrity.
  • To always place your best interests as the foundation of your financial planning.
  • To provide a well-structured approach that will result in an integrated and customized solution for you.
  • To recommend the services and products that best suit your stated objectives.
  • To invest any funds that you entrust to us in a sound and prudent manner.
  • To communicate with you in a timely and accurate manner.
  • To continually review your financial progress to ensure that your financial plan evolves with the stages of your life.

OUR FINANCIAL ADVISORS

DEAN ZAYED

PRESIDENT

In addition to being Founder and a Principal of PRIZM Financial Advisors, Dean is the Founder and CEO of Brookstone Capital Management LLC (BCM). He received his Bachelor of Arts Degree in Economics from Northwestern University where he completed the Business Institutions Program, 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, a Master’s degree in Taxation from Chicago-Kent College of Law, and is a Certified Financial Planner (CFP®).

MARK PERKINS

VICE PRESIDENT

Mark Perkins has extensive advanced training as an estate planning counselor and is adept in the areas of 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. Mark received his Bachelor of Science Degree from Elmhurst College with a double major in Urban Studies and Business Administration. 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 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.

ANDY ANDERSEN

FINANCIAL ADVISOR

Andy Andersen joined Prizm Financial Advisors on February 2, 2015, as an Investment Advisor Representative in Illinois. He received a Bachelor of Applied Science degree from the University of Illinois Urbana Champaign in 2007, where he was also a Chick Evans Scholar. Beginning his career at AXA Advisors, Andy became a junior partner for the largest asset management team in Illinois where he established the foundation of his financial advisory knowledge. He gained invaluable experience on the institutional side of the financial services industry while he worked for Goldman Sachs in New York as a Regional Consultant covering Manhattan and Long Island.

OUR STAFF

SUSIE BUOL

FINANCIAL ADVISING ASSISTANT

DEANNA TRANSON

FINANCIAL ADVISING ASSISTANT

SHARON STONE

HUMAN RESOURCES AND ACCOUNTING

PRIZM FINANCIAL ADVISORS
1745 South Naperville Road, Suite 200
Wheaton, IL 60189

Phone: 630-665-4848

Copyright © 2020 Prizm Financial Advisors. All Rights Reserved.

Please be advised that presently, Mark Perkins holds Series 7, 63 & 65 in IL and Andrew Andersen holds 66 licenses in IL. For residents of other states in which registration is not held, proper licenses and registrations must be obtained from Mark Perkins or Andrew Andersen before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. 

Securities offered through Center Street Securities, Inc. (CSS), a registered broker-dealer, Member FINRA/SIPC. 2740 Old Elm Pike, Nashville, TN 37214, (888) 690-3580. Investment Advisory Services offered through Brookstone Capital Management (BCM), a Registered Investment Advisor. PRIZM Financial Advisors, Inc., BCM, and CSS are independent entities. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by BCM.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.