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
Tom Purzak has been in the Estate Planning industry since 1996 and his focus of practice has been to help as many people avoid the pitfalls of probate and unnecessary losses. He believes that proper estate planning requires an intimate knowledge of the needs of his clients, and is committed to developing relationships that allow him to understand those needs. Tom has trained thousands of successful colleagues during his career and strives to ensure that clients understand their estate and retirement plan with the utmost confidence.
John Owen
Principal
John Owen started a national estate and retirement planning firm in 1997 which grew to be one of the largest in the nation with over 29,000 clients alone in California. This company was purchased in 2002 by the sixth largest insurance company in the world. He also recently hosted the Financial Freedom Show on a local radio station and as a speaker and trainer he is in high demand to teach at seminars and conferences all over the United States. He has helped thousands of clients significantly preserve their legacies by putting in place proper estate planning to fit their needs.
Julie Jewett
Director
Julie Jewett has been in the Estate Planning industry since 2008. She is one of the few Arizona natives and grew up in Phoenix moving to Scottsdale once she met her husband. Julie began her career as a Mortgage Consultant after obtaining her Real Estate License. Several years later she joined a local Estate Planning firm after putting her own Family Living Trust in place and was given the opportunity to assist the clients with their mortgage needs. Shortly after, it became clear that this was a business with great personal reward and she decided to further her knowledge and career working with clients to protect their assets. Julie enjoys working with people and shows great pride in developing and managing her teams.
Bill Madden
Sr. Planning Consultant
Derek Mills
Sr. Planning Consultant
Jim Wagner
Sr. Planning Consultant
Thomas Myers
Sr. Planning Consultant
Jeff Sykes
Planning Consultant
Robert Levin
Planning Consultant
Cam Huffman
Planning Consultant
Dina Bekay
Executive Assistant
Madison Brielle
Executive Assistant
Ana Nunez
Executive Assistant
Charlotte Marchal
Receptionist
Samantha Testa
Director of Seminars
Renee Anderson
Scheduling Coordinator
Sarah Visher
Scheduling Coordinator
