Marguerite Lorenz, President, CTFA, CLPF
Clay Spiegel, Vice President, CPA, CLPF
Clay, a Certified Public Accountant (CPA) with experience in private and public accounting offices, joined Lorenz Fiduciary Services, Inc., for the opportunity serve as a Fiduciary and Tax Preparer. Clay is the Tax Manager at LFS, and serves as a Private Trustee and Executor. Clay also has experience with estate litigation and contested matters.
Though CPAs are exempt from licensing, Clay chose to pursue, and has attained, his California License as a Professional Fiduciary.
Joe McMackin, Director, Business Development, CLPF
Joe started with Lorenz Fiduciary Services in January and is a California Licensed Professional Fiduciary. His background is in sales and business development at multiple software companies. His role at EPGN is to coordinating new location launches and working both with the venues and the chairman of the meeting.