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Archives: Team
Tom Purzak
December 29, 2025 •
Tom Purzak, Principal, Estate Planning Specialist and Educator & Client Advocate, has been dedicated to the Estate Planning industry since 1996, with a career-long focus on helping individuals and families…
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John Owen
December 29, 2025 •
John Owen, Principal, Estate & Retirement Planning Expert & National Speaker & Trainer, launched a national estate and retirement planning firm in 1997, which quickly grew to become one of…
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Julie Jewett
December 29, 2025 •
Julie Jewett, Principal, Estate Planning Professional and Director of Operations, has been part of the estate planning industry since 2008 and is proud to be one of the few Arizona…
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