Marguerite Lorenz, President, CTFA, CLPF
Since 2003, Marguerite has been a managing partner in Lorenz Private Trustees (LPT), and has served as a Professional Trustee and Executor on over a hundred cases. Ethics for Trustees 2.0, written by Marguerite, gives further understanding to the work of a Fiduciary, family member or professional.
Marguerite Founded Estate
Planning Group Network in 2009 because she felt the professionals who serve the
most vulnerable members of our community need to get to know each other well,
before referring each other.
She enjoys being around people, educating, and listening. Marguerite says her favorite part of her work as a Private Trustee and Executor is really getting to know her clients.
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.