Scott L Rockwell – Chair

Scott Rockwell is a founding partner with the Bellwether Group at Morgan Stanley. He has 28 years of experience serving clients holding positions in commercial banking, private banking, and investment management with Bank of America and Merrill Lynch.  Scott is a from Columbus Ohio and is a graduate … [Read more...]

Lisa M Mead – Vice Chair

Lisa M. Mead joined Northern Trust in May of 2008 as Vice President in the Trust Division. She is responsible for trust administration in the Longboat Key office. A native of Michigan, Lisa has over 22 years in banking, 19 of which are in trust administration. Prior to joining Northern Trust, Lisa … [Read more...]

John P. Berkey- Treasurer

A graduate of University of South Florida, John Berkey has spent 20 years in the financial services industry in Southwest Florida. He is a Financial Advisor at Wells Fargo Advisors, LLC and concentrates his practice on customized investment planning, retirement planning, and estate investment … [Read more...]

LaVerne Green – Secretary

Ms. Green has over 30 years of a broad range of experiences and skills in strategic planning, health-care policy, program development and implementation, grants management, and community outreach. Ms. Green has earned advanced degrees in nursing and health education. She is a retired Nurse … [Read more...]

Dave Herbert – Immediate Past Chair

David Herbert has been Chief Engineer at Sun Hydraulics Corporation in Sarasota, Florida for seven years where he is responsible for new product development, manufacturing support and product integrity.  Prior to Sun, he worked for Eaton Automotive, BorgWarner Automotive, Allied Signal, Pratt & … [Read more...]

Rose-Anne B Frano – Past Chair

Rose-Anne focuses her practice on estate, gift, and generation-skipping transfer tax planning for individuals and their families and the administration of estates and trusts. On the planning side, Rose-Anne is experienced in the creation of tax-efficient succession plans using a variety of both … [Read more...]

Gunner Davis – Director

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Doug Elmore – Director

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Dr. Tony Ferretti – Director

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Van Franklin – Director

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Shirley Garneski – Director

Shirley Garneski is the Wealth Personal Trust Specialist for BB&T in the Southwest Florida Region. She is a graduate of Millersville University, Cannon Trust School and Cannon Graduate Trust School. She is a Certified Trust and Financial Advisor.  Shirley has more than 24 years of experience in … [Read more...]

Bob Huff – Director

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Kristin Jensen – Director

Kristin has spent the last 24 years in the Social Service arena working with children and families.  Kristin is currently in her tenth year as a Social Worker with Tidewell Hospice. Kristin received her Bachelor Degree in Social work from Carroll College, Waukesha, Wisconsin, and her Masters Degree … [Read more...]

Paul Klick – Director

Paul is a forty-year real estate veteran who has a broad range of experience in mortgage origination, investment sales, equity origination, asset management, value recovery activities and advisory services. He was the founder, President and CEO of EQ Services, Inc., a subsidiary of Equitable Real … [Read more...]

Will Morton – CYD Student

A Sarasota native, Will is a third generation Sarasota High School student and is enrolled in the A.I.C.E. program at SHS. Last year, as a high school freshman, Will was selected to serve on The Easter Seals Board of Directors through his participation in Community Youth Development. Will enjoys … [Read more...]

Stan Muessle – Director

Stan Muessle is a retired IBM marketing and product development executive who then spent several years as a Management Consultant in the field of teamwork and effective persuasion skills in internal corporate relationships. In 1997 he founded Global Outreach to introduce computer literacy into the … [Read more...]

David Otterness – Director

Coming Soon! … [Read more...]