Experience

Lorenz Private Trustees

• United States
• Financial Services
• 1 - 100 Employee

• Trustee · Partner

  • May 2009 - Present

  I am a CPA and professional fiduciary. I serve as the Trustee, Executor, Agent under the Power of Attorney for Finance and Agent under the Advanced Health Care Directive. I help my clients maintain control over their lives and legacies when they are no longer able to do so themselves.We also do formal Trust Accountings and prepare Individual and Trust tax returns.

• Professional Fiduciary

  • 2009 - Present



Estate Planning Group Network

• Founding Member - Chairman SREPG

  • 2009 - Present

  Effective marketing for highly ethical professionals. Our monthly breakfasts are designed for all professionals in the Estate Planning arena; Attorneys, Financial Advisors, Trust Officers, Geriatric Managers, Fiduciaries, Planned Giving Director, Senior Residence Administrators, etc. Effective marketing for highly ethical professionals. Our monthly breakfasts are designed for all professionals in the Estate Planning arena; Attorneys, Financial Advisors, Trust Officers, Geriatric Managers, Fiduciaries, Planned Giving Director, Senior Residence Administrators, etc.



A.V. Arias & Co.

• Staff Accountant

  • 2008 - 2009

  Tax preparation for Individuals and the businesses they owned. Tax preparation for Individuals and the businesses they owned.



ACTIVE Network

• United States
• Software Development
• 500 - 600 Employee

• Staff Accountant

  • 2005 - 2008

  Accounts Receivable and revenue recognition for marketing, software and online registrations. Accounts Receivable and revenue recognition for marketing, software and online registrations.



Golden Baseball League - Surf Dawgs

• Office Manager/Merchandising Manager

  • Jan 2005 - Dec 2005

  As a small startup company I got to be a part of everything. Starting with office administration duties that lead to merchandising, accounting, PR and game day operations. As a small startup company I got to be a part of everything. Starting with office administration duties that lead to merchandising, accounting, PR and game day operations.