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Joseph F McMackin, CLPFJoseph F McMackin, CLPF #1066, joined the Lorenz Fiduciary team in January of 2018. Joe comes from the software world where he worked in Business Development and Account Management for companies like Active.com, Eventbrite, and RunSignUp. Joe’s strengths are building relationships and team coordination. He is utilizing those strengths to build the best team for his clients while also finding new ways software can increase their quality of life.
Born in San Francisco, Joe lived in Northern California until 2000 when he pursued a degree in business from UC Santa Barbara. Joe met his wife, Marissa, at University. Shortly after graduation, they moved to San Diego to start their lives together. In San Diego his wife was offered the opportunity to pursue her doctorate degree in Neuroscience at UC Davis. Joe was a huge supporter of her goals and over the next few years Joe and Marissa started their family and are currently raising their 4 children. They moved to Temecula in August of 2016 in pursuit of Joe’s dream of becoming a professional Trustee. Joseph became interested in becoming a fiduciary when his father became the trustee of his great aunt’s trust. The aunt’s trust had not been updated for 20+ years, and Joe saw the family stress, and the length of time it takes to complete the work, when the proper planning is not in place. Joe believes grieving family members should not have to do this work if they don’t want to. Joe says, “There are people who need the support of a professional fiduciary to navigate the complexities, ensuring the best possible outcome for all involved.” |
Joseph's Credentials
Practice: Private Trustee & Executor
Education:
- Bachelor of Arts Degree with a major in Business Economics from University of California - Santa Barbara
Certification:
- California Licensed Professional Fiduciary (CLPF# 1066)
Member:
- Professional Fiduciary Association of California
- Estate Planning Group Network
Marguerite C. Lorenz, Clay B. Spiegel, Noah B. Benton and Joseph F. McMackin individually act as Trustee for over 100 trusts at this time. Some trusts are newly funded, some are nearing final distribution, and some are on-going. We have particular expertise in accounting and taxation. Along with their able staff, Marguerite, Clay, Noah, and Joe are available to take on new challenges to be of service. Discuss the needs of your family with Marguerite, Clay, Noah, or Joe by calling 877-630-8448. You’ll be asked a few basic questions and then invited to make a 15 minute, no-charge, phone appointment.