We are a Committed Team of Professionals that Put Your Best Interests First.

Andrew Purmort, President

Andy has been in the Financial Services industry for over 20 years.  He enjoys working with clients and discovering ways to help them manage retirement, avoid unnecessary taxes, manage and protect wealth, move from "success to significance," and pass wealth to future generations. It’s all about giving clients the confidence to know they have their planning done and feel confident about their future.

Andy's experience is somewhat unique for a financial advisor.  Andy believes his extensive experience as a business owner and founder of a publicly traded company, gives him a unique perspective on investment analysis and client needs.

In 1985, he co-founded American Toxxic Control (later known as U.S. Filter Corporation, NYSE: USF), a worldwide company in the water filtration industry.  In 1990, he became President of Viking Water Systems, Inc. a designer and fabricator of water treatment and bottling equipment, engineering and constructing water filtration and bottling plants worldwide.

Andy's experience in the Financial Services field includes being a partner at a private equity investment banking firm overseeing investment banking and business development.  Prior to founding The Purmort Group, he was a Financial Advisor with EHG Financial Planning Services and Sagemark Consulting, performing financial planning and wealth management services for high-net-worth clients.

Natives to Southern California, Andy and his wife, Johanna, have two adult children, Eric and Paige, and one granddaughter, Charlotte.  Andy spends most of his free time participating in ocean sports.

California Insurance License #0D40275
Securities Series 7, 63

Matt Todsen, Certified Private Wealth Advisor®, RMA®

Matt has over two decades of experience in the financial services industry. Using a client-centric approach, Matt dedicates the time needed upfront to educate his clients, anticipating their needs and challenges and equipping them with the tools they need to maintain a comfortable lifestyle.

Matt grew up in Savannah, GA, and has carried his southern values of family and community through his life, both personally and professionally. The deeply ingrained respect for his clients and community at large that Matt exudes has formed the foundation upon which his practice was built. Clients are treated like family and handled with utmost care and integrity on behalf of Matt and his team.

When Matt is not in the office, he’s highly active in giving back to the community and serves in several nonprofit organizations, including Court Appointed Special Advocates (CASA) and Chapman University Endowment Committee. He derives great satisfaction from making a difference in the lives of people in both these nonprofits as well as his financial service practice.

In his leisure time, Matt enjoys spending time with his wife and staying active playing golf. He is passionate about sports as well, particularly college football. Although he enjoys attending Angels and Ducks games here on the West Coast, Matt is an alumnus of the University of Mississippi, and his heart will always belong to Ole Miss.

Matt Todsen is a Certified Private Wealth Advisor® (CPWA®) professional.  The CPWA certification is an advanced professional education and certification program for advisors who serve high-net-worth clients.

Matt is also a Retirement Management Advisor® (RMA®) professional.  The RMA certification is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated retirement management knowledge.

CA Insurance License #0D86911
Securities Series 7, 31, 66

Arthur Cooper, Managing Director, Cooper McManus, OSJ

Arthur is our office Supervisory Jurisdiction Manager, (“OSJ”) and owner of the Investment Advisory firm we operate under.  He is also an important member of our planning team for complex high net worth planning cases and creative financial planning strategies.

Arthur has the unique ability to help people identify what is most important in their lives and their families’ lives and work with them to create the solutions necessary for success, whether it’s financial or personal. His strong technical knowledge enables him to build comprehensive tax-efficient plans that satisfy the needs and, more importantly, the values of his clients. He continues to follow his passion for guiding and mentoring other advisors especially as they transition to independence.

Outside of work, Arthur finds fulfillment in family, spending time with his wife, Melody and their son, Miles. He appreciates the finer things in life, good wine, travel, and fine dining, but nothing gets him quite so excited as the latest software or tech gadget.

California Insurance License #0798385
Securities Series 4, 7, 24, 53, 63, 65, 99

Tonya Collier, Acting Principal

Tonya is the regulatory cornerstone of The Purmort Group and the Investment Advisory firm we operate under. She keeps us in compliance with the various regulatory bodies and guides us through, every possible question or concern. If you have a question, she has an answer. Her deep knowledge and experience on both the advisor and broker/dealer sides of the industry make Tonya a highly regarded compliance officer.

Along with her extensive industry knowledge, Tonya brings a level of energy to the team that is unparalleled. When it comes to handling concerns, Tonya is exceptionally responsive and definitely straightforward.

Outside of work Tonya is just as dynamic, spending lots of time with her husband, Gary, her daughter, Tara and her spirited granddaughter, Sophia. Weekend getaways with her family to Palm Springs, trips through wine country and coffee keep her sane. She is actively involved in the March of Dimes Healthy Babies Program every year and the Kiwanis Club of Tustin, providing aid to children in need. As if that’s not enough, Tonya has completed 3 marathons and over 25 half-marathons.

CA Insurance License #0D33819
Securities Series 7, 24, 66, 99

Vanessa Folsom, Director of Building Operations and Client Services

Wil Smith, Certified Financial Planner™

We feel extremely fortunate to have Wil on board, as he brings with him a strong foundation in comprehensive financial planning. Wil is active in the financial planning community, having served as President of the Financial Planning Association of Orange County. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, Wil has earned the Chartered Financial Analyst® (CFA®) charter administered by the CFA Institute.

Wil earned his BA degree in Japanese with a minor in Economics at Cal State Fullerton. Self described as a voracious reader, Wil is also proficient in French, has studied Spanish, Russian and German. He has a quick wit and keeps us all laughing, provided he speaks in English, that is. Wil resides in Irvine with his wife and two sons.

Diane Bigelow, Special Client Services Consultant

Diane assisted Mr. Purmort at his former company, EHG Financial Planning Services for over 12 years.  Diane's services are utilized for special projects for the Purmort Group, Inc.  She thoroughly understands the systems at both the Broker/Dealer and Investment Advisory level which really helps when we need to expedite work.

Diane puts her family first.  She enjoys spending time with her husband, daughter and two grandchildren.  Her positive personality always keeps the office fun and exciting.

Securities Series 7,  Notary Public