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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.

In 2012, Governor Brown appointed Marguerite to serve a four-year term as a Member of the Professional Fiduciaries Advisory Committee. Marguerite served as the Chairman for four years. Under her leadership, the Bureau developed various educational publications, and extended the national awareness of the fiduciary profession. 

She is available as a public speaker on a variety of Estate Planning topics. Marguerite has presented to many professional organizations such as; San Diego County Bar Association, Professional Fiduciary Association of California, Orange County Bar Association, Independent Trustee Alliance, California Lawyers Association, Citrus Estate Planning Council, National Academy of Certified Care Managers, and many more. She has been a guest on many podcasts and broadcasts.

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.
Clay joined Marguerite soon after she founded the Estate Planning Group Network and manages the finances of the organization.

Though CPAs are exempt from licensing, Clay chose to pursue, and has attained, his California License as a Professional Fiduciary.
Clay’s  membership involvement includes the San Diego County Bar Association, Riverside County Bar Association, Orange County Bar Association, and the California Society of CPAs.
He is a Volunteer Presenter for the Estate Planning 101 series, which is a Free Estate Planning Education Workshop sponsored by charities.‚Äč Clay received his Bachelor’s Degree from Springfield College in 2004, and his Certificate in Professional Fiduciary Management from California State University Fullerton in 2011. He lives in Temecula with his wife and two boys.

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.

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