BOARD OF DIRECTORS

 
 
060514_MagidAccountancy-8814 (1).jpg

sandy magid

 Sandy Magid began his career in 1966 as an audit and tax specialist with a national CPA firm, later serving as a financial manager with an international manufacturing corporation. His
background includes serving as an aide to President Gerald R. Ford and as a part-time college instructor.

Magid Accountancy provides CPA and Financial Services for high net worth individuals and small to midsize business owners during their periods of wealth accumulation, retention & maintenance including estate planning, business consulting, tax planning and preparation and forensic accounting matters. Practice includes investment management and Tenant in Common investments. 

 
 
trutnerpic-150x150.jpg

jeff kragel, vice president

Jeff is a Financial Advisor with Bernstein Global Wealth
Management. Jeff's practice is focused on providing investment planning and management services for high net worth individuals, families and small businesses. Plans are tailored according to each client's resources, tax circumstances, estate
planning goals and risk tolerance, with the goal of maximizing after-tax returns using the appropriate asset allocation. Before joining Bernstein, Jeff was a CPA with Ernst & Young in their biotech practice. Jeff is also a Certified Financial Planner.

 

Cynthia de Nevers Trutner, Secretary

Cynthia de Nevers Trutner is a partner in the Larkspur office of Bancroft & McAlister, representing and advising individual clients on all aspects of trusts and estate planning. In addition, she represents fiduciaries and beneficiaries in trust and probate administrations.

Prior to joining Bancroft & McAlister, Cynthia spent eleven years practicing trusts and estate law at Trutner & Trutner, located in Oakland, California. She also spent four years at the San Francisco office of Pettit & Martin, specializing in real estate transactional work.

Cynthia received her BA in Political Economics of Industrial Societies from the University of California at Berkeley in 1982. After spending three years working in Washington D.C. in congressional offices, she returned to the San Francisco Bay Area and earned her J.D. from Hastings College of the Law in 1989. She was a member of the Hastings International and Comparative Law Review.

Cynthia’s community work includes educating local interest groups about estate planning issues, acting as legal counsel to the Corte Madera Larkspur Schools Foundation, and serving as a Director for the Corte Madera Community Foundation.

Cynthia is a member of the Marin Estate Planning Council, the Marin County Bar Association, and the California State Bar.

 
headshot.jpg
 
JD LR.jpg
 
Harrison_MGL9546 09-56-54.JPG
 
rak.jpg
 
krystalynn.jpg

caron schmierer, treasurer

Caron Schmierer is a National Certified Guardian, California Licensed Professional Fiduciary and Arizona Licensed Professional Fiduciary. She previously worked as a Probate, Trust and Civil Litigation Paralegal from 1970 to 1998, when she joined Fiduciary Resources, Inc., founded by her mother in 1992. She is currently the President and Chief Executive Officer of Fiduciary Resources, Inc.
Caron has been working as a fiduciary since her first appointment in 1999 and became licensed by the Arizona State Supreme Court in 2004 and California in 2008, License No. 29. She holds an AS degree in Behavioral Sciences from the College of Marin, as well as Certificate in Trust Administration and Conservatorships from California State University Fullerton.

This is Caron's second year on the MCEPC board.

 

joe delaney, past president

Joe Delaney is the Founder and Managing Director of Lifeguard Wealth, a fee-only advisory firm. At Lifeguard Wealth we help affluent individuals and families optimize their wealth. We believe we have created a better experience for our clients with our highly individualized wealth services, uniquely tailored to each client’s particular needs. Think of us as your financial lifeguard — ensuring all aspects of your financial life are covered and protected.

Joe is a prior tax CPA with KPMG, graduate of Stanford University and UCLA Anderson (MBA). He is a past President of MCEPC (2016-17) and has been a board member since 2014.

 

robert harrison, membership

Rob Harrison is a lawyer and a partner in the San Rafael firm Keegin Harrison, LLP.   His practice is concentrated in the areas of estate planning, estate and trust administration and real estate law.  He is a Certified Specialist in Estate Planning, Trust & Probate Law, State Bar of California Board of Legal Specialization. Robert has been on the MCEPC board since 2015.

 

robert kosbie, presentations

Robert provides tax, accounting and management consulting services to high net worth individuals and privately owned businesses with an emphasis on manufacturing, real estate owners and developers, restaurants, and professional service firms.  His clients appreciate his “roll up the sleeves” and get the job done attitude.  He understands the financial and operational needs of medium sized businesses which enables him to reach out and assist owners and management in strategic planning.  He also specializes in financial and tax planning and compliance services to individuals, trusts and estates.  Personal interests include cycling, hiking, and spending time with family.

 

krystalynn schlegel, wine sponsorhip

Krystalynn graduated from UC Berkeley in 2001 with a Bachelor of Arts in American Studies. She entered into the life insurance industry in 2003 at John Hancock and in 2007 joined MG Schlegel and Associates.
Krystalynn has a Long Term Care Certification, and Chartered Life Underwriter and Chartered Financial Consultant designations from the American College. She is a member of NAIFA and a Past President of the Marin NAIFA Chapter. She is also a member of MDRT and SFSP. Krystalynn served as President of the Marin County Estate Planning Council during the 2015-2016 year. She is also involved with several local nonprofits, including being a co-founder of 100 MARIN.
She specializes in working with small business owners and families in their quest to have financial security and freedom. She enjoys educating her clients to the fullest extent and providing them with the tools they need to make a qualified decision.
Krystalynn attended the Gunnery School in Washington, CT where she now holds a position on the Gunnery Alumni Council. She is very active in her community and enjoys a healthy lifestyle. She enjoys traveling and spending time with her family and friends.
Krystalynn is registered with The Leader’s Group
2017-18 is Krystalynn’s sixth and final year on the MCEPC board.