Let our team take care of the details.

Estate planning is daunting for many people. We’re here to make it easy for you. With over 75 years of combined experience, our team with diverse skills is here to focus on your unique needs.

Board of Directors

Tom Purzak

Principal

John Owen

Principal

Julie Jewett

Director of Operations

Team

Derek Mills

Senior Planning Consultant

Carla Purzak

Administrative Director

Robert Levin

Estate Planning Consultant

Nancy Nordenstrom

Director of Baking

In loving memory of Sandy Fey

SOME FACTS
ABOUT US...

1
Years of Experience
1
Employees
1 K
Trusts Completed
grandparents taking photos of dancing granddaughters

What We Believe In

Estate planning shouldn’t have to be a headache. We help you build a portfolio designed to stay ahead of inflation and weather market changes. With a portfolio aimed for long-term success, you can spend less time worrying about your heirs’ financial future.

We don’t cut corners when it comes to your family. Our team uses objective research to discover managers with proven track records and clear expertise. We access our widespread professional contacts, conduct rigorous due diligence, and hold frequent conference calls and visits. Our hard work helps ensure your family’s security.