Let our team take care of the details.
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.
Board of Directors
Tom Purzak
Principal
John Owen
Principal
Julie Jewett
Director of Operations
Derek Mills
Senior Planning Consultant
Jeff Sykes
Planning Consultant
Jim Wagner
Senior Planning Consulant
Dina Bekay
Client Relations Specialist
Carla Purzak
Administrative Director
Nancy Nordenstrom
Director of Baking
Robert Levin
Planning Consultant
In loving memory of Sandy Fey
SOME FACTS
ABOUT US...
What We Believe In
Estate planning shouldn’t have to be a headache. We work with an independent law firm that specializes in estate planning to help you build an estate plan designed to meet your individual or family needs. With a plan aimed for long-term success, you can spend less time worrying about your heirs’ financial future.