Ms. Lanz develops and implements wealth transfer strategies for Carr McClellan’s estate planning clientele, including successful professionals, individuals with securities- or real estate-based wealth, and families with privately held companies. She develops personal relationships with her clients while remaining focused on securing their future. Ms. Lanz listens to their needs and fully understands the complexity of their unique situations before designing wealth transfer and business succession plans to meet their goals.

Academic Credentials

• J.D., with honors, University of Washington School of Law
• B.A., University of Virginia

Professional Affiliations

• San Mateo County Bar Association - Estate Planning/Probate Section
• State Bar of California - Trusts & Estates Section

Civic Affiliations

• Financial Planning Forum
• San Francisco Financial Women's Association
• Mills Peninsula Senior Focus, Former Board Member