Leadership

The Team Behind Your Plan

Our leadership team brings decades of experience in estate and financial planning, shaping a process built on clarity, care, and practical guidance. Each leader is actively involved in supporting clients and mentoring our staff, ensuring every family receives thoughtful attention and dependable planning. Their combined insight strengthens every step of the experience and reflects our commitment to helping you move forward with confidence.

Tom Purzak

Principal

John Owen

Principal

Julie Jewett

Principal

Staff Members

Ryan Eaglin

Sr. Planning Consultant

Thomas Myers

Sr. Planning Consultant

Jim Wagner

Sr. Planning Consultant

Bryan Foster

Sr. Planning Consultant

Tom Kann

Sr. Planning Consultant

David Pierce

Planning Consultant

Jeff Sykes

Planning Consultant
In Memory Of

Ryan Couch

Planning Consultant

Mac Saunders

Planning Consultant

Robert Levin

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

Reegan Perez

Executive Assistant

What Are Clients Are Saying

Safeguard made setting up my Revocable Living Trust simple and stress-free. Their team was organized, professional, and walked me through every step with clarity and care. I highly recommend them for creating your trust.

– Sheila T

Safeguard guided us through every step of setting up our living trust. From the seminar to final paperwork, they made the process easy and stress-free. We highly recommend them to anyone considering a trust.

– Robert Solis

As a widow, I wanted to get my estate in order. Safeguard’s team was professional, knowledgeable, and compassionate. They made the process seamless, and I highly recommend their services.

– Kathy Emley

Safeguard was honest, direct, and made the entire trust process much easier than expected. Every question was answered, and the cost was very reasonable. We 100% recommend them!

– Joseph Rezonable

Safeguard was professional, prompt, and knowledgeable. It feels good knowing I won’t burden my family when I pass. Thank you!

– Monty Wallace

Build a Stronger Financial Future

Connect with our team to receive thoughtful guidance and a plan designed to give you lasting clarity and peace of mind.

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Leadership

The Team Behind Your Plan

Tom Purzak

Principal

John Owen

Principal

Julie Jewett

Principal

Staff Members

Ryan Eaglin

Sr. Planning Consultant

Thomas Myers

Sr. Planning Consultant

Jim Wagner

Sr. Planning Consultant

Bryan Foster

Sr. Planning Consultant

Tom Kann

Sr. Planning Consultant

David Pierce

Planning Consultant

Jeff Sykes

Planning ConsultantIn Memory Of

Ryan Couch

Planning Consultant

Mac Saunders

Planning Consultant

Robert Levin

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

Reegan Perez

Executive Assistant

What Are Clients Are Saying

– Sheila T

– Robert Solis

– Kathy Emley

– Joseph Rezonable

– Monty Wallace

Build a Stronger Financial Future

Our Locations

Scottsdale

Oro Valley

Tucson

The Menu

Planning Consultant
In Memory Of