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


John Owen


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


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

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.