About us
Trusted Experience.
Estate planning is daunting for many people. We work with an independent law firm specializing in estate planning 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.
Services.
At Safeguard, we work with an independent law firm that specializes in estate planning. Protecting your assets through comprehensive and affordable estate planning to preserve your wealth is our top priority.
Our committed staff members are ready to help.
Meet our Team
A deep commitment to diversity
Tom Purzak
Principal
Estate Planning Specialist | Educator & Client Advocate - Tom Purzak has been dedicated to the Estate Planning industry since 1996, with a career-long focus on helping individuals and families avoid the pitfalls of probate and unnecessary financial loss. Tom believes that effective estate planning begins with a deep understanding of each client’s unique situation. His approach is rooted in building strong, trusting relationships that allow him to develop customized strategies tailored to individual needs and goals. Throughout his career, Tom has also trained thousands of successful professionals in the field, sharing his knowledge and passion for client-centered planning. He is committed to ensuring that every client walks away with a clear understanding of their estate and retirement plan—and the confidence to move forward with peace of mind.
John Owen
Principal
Estate & Retirement Planning Expert | National Speaker & Trainer - John Owen launched a national estate and retirement planning firm in 1997, which quickly grew to become one of the largest in the country, serving more than 29,000 clients in California alone. His firm’s success and impact led to its acquisition in 2002 by the sixth largest insurance company in the world. John is a respected speaker and trainer, frequently invited to lead seminars and conferences across the United States, where he shares his expertise on estate preservation and retirement strategies. He also recently hosted the popular Financial Freedom Show on a local radio station, further demonstrating his commitment to educating the public on financial wellness. With decades of experience, John has helped thousands of families protect and preserve their legacies by crafting personalized estate plans that reflect their values and future goals.
Julie Jewett
Principal
Estate Planning Professional - Director of Operations - Julie Jewett has been part of the estate planning industry since 2008 and is proud to be one of the few Arizona natives serving her community. She grew up in Phoenix and later moved to Scottsdale after meeting her husband. Julie began her professional journey as a Mortgage Consultant after obtaining her Real Estate License. Her interest in estate planning was sparked after she created her own Family Living Trust, which led her to join a local estate planning firm where she supported clients with both mortgage and estate planning needs. Recognizing the deep personal and professional reward in helping families protect their assets, Julie transitioned her career to focus exclusively on estate planning. She brings not only industry knowledge but also a genuine passion for working with people, and she takes great pride in developing and managing her team to deliver exceptional service.
Ryan Eaglin
Sr. Planning Consultant
Kyle Kammeier
Sr. Planning Consultant
Jim Wagner
Sr. Planning Consultant
Thomas Myers
Sr. Planning Consultant
Jeff Sykes
Planning Consultant
Robert Levin
Planning Consultant
Cameron Huffman
Planning Consultant
Bryan Foster
Sr. Planning Consultant
Dina Bekay
Executive Assistant
Madison Brielle
Seminar Assistant
Ana Nunez
Executive Assistant
Charlotte Marchal
Receptionist
Lindsey Maness
Executive Assistant Tucson
Sami Testa
Director of Seminars
Renee Anderson
Scheduling Coordinator
Katie Frey
Case Manager
