The zakWEALTHADVISOR Team

Marijo Dluzak"MJ" has been Inspiring Clients to Be Retired since 1986. Growing up way too quickly, with her mom passing away from cancer at the young age of 42 (MJ was age 12 and her brother age 8), being raised by a single, loving and proud United States Marine father, by fantastic and fun grandparents that immigrated to the USA from Poland, and the sudden death of her spouse at age 28, MJ developed at a young age, a spirit of resiliency, a "stick to it" attitude and a big heart of gratitude for the beauty of life. She is inspired and motivated by her grandparent's journey of "coming to America". MJ admires the courage her grandparents had to leave their families, their roots, their way of life for the great unknown - the promise of America. In these challenging times we are living in, her parent's and grandparent's courage and spirit guide MJ and her team to create and implement client wealth plans that are equally resilient.

Through multiple strategies of risk management, the firm seeks to provide clients with calm and confident guidance, in both good times and amid the storms of life. MJ's life experiences and resiliency demonstrate her personal strength and determination to not only succeed long term, but to balance life with living for the beauty of today. She uses the same focus when working with her clients. When you work with MJ, you have the resources of a financial team that will help guide you through good times, bad times and everything in between. A team dedicated to helping you achieve clarity, confidence and financial independence. 

MJ's team take a holistic approach to retirement planning. She works closely with your estate planning attorney, CPA and other financial professionals. MJ shares her resources, experience and knowledge by regularly hosting Client Educational Workshops. 

MJ graduated from the University of Illinois, Champaign, IL with a Bachelor of Arts degree in Political Science. She lettered in both basketball and volleyball during her career at Illinois. MJ is a member of the Financial Planning Association, the Society of Financial Service Professionals, the Financial Services Institute and the University of Illinois Varsity I Foundation. MJ loves everything ILLINI and is active with University of Illinois events. She enjoys spending time with family and friends, working with rescue dogs and dog rescue organizations, reading mystery novels, swimming and driving her convertible! 

 Contact Marijo.

 

 

Amy Boedeker serves as the Client Relationship Manager at Dluzak & Associates, Inc.  Amy’s primary focus is to ensure clients receive the best service possible. She brings over 20 years experience in Customer Service and her organizational skills ensure all clients will receive top service and smooth operations.

Amy graduated with her a Bachelor’s degree in Social Psychology from Purdue North Central.  Boiler Up!  But then she went on to receive her Master’s Degree in Business Administration from Indiana University Northwest. Go Hoosiers!  The best of both college worlds! But she is a big Valparaiso University fan. Go Crusaders!

Amy currently resides in Chesterton, IN with her husband and 2 sons. She enjoys shopping, scrapbooking, bike riding, and spending time with family and friends. She is active member of her church serving on the Family Ministry board as well as playing in the Handbell Choir. Contact Amy.

 

Melynda Carpenter is also in client relations. She keeps our office paperless, answers client questions, and does our event planning.

Melynda has a certificate in Interior Design and enjoys doing design work in homes.  

Melynda's passions include painting, her  dog, her family, and designing.

 

 

 

Diane Hodges is the Information Technology Manager at Dluzak & Associates, Inc. Diane organizes and manages our company technology and computer resources.  Diane brings over 20 years of business experience to our company. Diane obtained her bachelor's degree in English from Governors' State University and her Master's Degree in Business Administration (MBA) from Keller Graduate School of Management.  Diane is currently completing her final classes to complete her MBA focus in Employee Human Resources.  Diane is also employed as a Graduate Admissions Advisor at Keller Graduate School of Management.

Diane currently resides in Crown Point, IN with her dogs, Eddie.

Diane enjoys spending time at the Valpo Canine Country Club with her dog and friends, reading, the Chicago White Sox, anything relating to computers, and exploring the cuisine at new restaurants with friends and family.

 

Amy Boedeker, Melynda Carpenter, Diane Hodges are not affiliated with SagePoint Financial, Inc.