Shell Point Retirement Community Executive and Leadership Team

August, 2026

Leadership Overview

Shell Point Retirement Community has 6 executives leading key functions including strategy, information technology, operations, and financial management.

Dedicated to providing an unparalleled lifestyle, Shell Point Retirement Community maintains a premier status as the largest single-site continuing care retirement community in Florida, fostering resident wellness through comprehensive services and coastal-inspired amenities.

Leadership Roles at Shell Point Retirement Community

  • Chief Executive Officer - Martin Schappell
  • Vice President, Finance & Chief Financial Officer - Burke Rainey
  • Deputy Chief Financial Officer - Patty Wells
  • Vice President, Finance & Chief Financial Officer - Timothy Lochridge
  • Chief Operating Officer - Scott Moore
  • Chief Information Officer - Alan Bar-Dov
  • Martin Schappell - Chief Executive Officer

    Martin Schappell, the Chief Executive Officer at Shell Point Retirement Community, directs the overarching strategic vision for the organization. Overseeing the entire campus operations, the Chief Executive Officer ensures the delivery of high-quality care for 2,500 residents. This leadership role involves managing a workforce of 1,200 employees while maintaining the reputation of the community as a national leader in the retirement industry. By aligning departmental goals with the mission of excellence, Martin Schappell drives sustainable growth and operational efficiency. The Chief Executive Officer coordinates with the board to expand service offerings, ensuring the community remains at the forefront of the continuing care retirement sector. Through consistent focus on resident satisfaction and facility development, Schappell secures the long-term viability of the organization, reinforcing the status of the community as a premier destination for retirees seeking a comprehensive, luxury-oriented lifestyle along the Caloosahatchee River.

    Burke Rainey - Vice President, Finance & Chief Financial Officer

    Burke Rainey, the Vice President, Finance & Chief Financial Officer at Shell Point Retirement Community, directs the fiscal strategy and long-term financial planning for the organization. Overseeing the capital allocation for facility expansions and service enhancements, the Chief Financial Officer ensures the economic stability of the community. This leadership role involves managing complex budgetary requirements for the largest single-site continuing care retirement community in Florida. By optimizing revenue streams and controlling operational costs, Burke Rainey supports the ongoing investment in luxury amenities and health services. The Vice President, Finance & Chief Financial Officer collaborates with the board to assess market trends and financial risks, providing the necessary data to guide strategic decision-making. Through disciplined financial stewardship, Rainey secures the resources required to maintain the high-quality lifestyle and infrastructure that define the community, ensuring that the organization remains financially robust while serving the needs of 2,500 residents.
    Burke Rainey

    Patty Wells - Deputy Chief Financial Officer

    Patty Wells, the Deputy Chief Financial Officer at Shell Point Retirement Community, supports the financial operations and accounting functions of the organization. Overseeing the daily fiscal reporting and internal controls, the Deputy Chief Financial Officer ensures accuracy in all financial transactions across the campus. This leadership role involves assisting in the preparation of annual budgets and monitoring the financial performance of various departments, including the salon, spa, and dining services. By maintaining rigorous accounting standards, Patty Wells facilitates the smooth operation of the financial department. The Deputy Chief Financial Officer works in tandem with the executive leadership to provide detailed analysis on operational expenditures, helping to identify opportunities for cost savings and efficiency improvements. Through meticulous attention to detail, Wells contributes to the overall financial health of the community, ensuring that resources are effectively allocated to support the high-quality services provided to the residents.

    Timothy Lochridge - Vice President, Finance & Chief Financial Officer

    Timothy Lochridge, the Vice President, Finance & Chief Financial Officer at Shell Point Retirement Community, focuses on the strategic financial growth and investment portfolio management of the organization. Overseeing the long-term financial health of the community, the Chief Financial Officer evaluates opportunities for infrastructure development and service expansion. This leadership role involves managing the financial relationships with external partners and ensuring compliance with industry-specific regulatory requirements. By analyzing market data and economic indicators, Timothy Lochridge drives the development of financial models that support the continued growth of the campus. The Vice President, Finance & Chief Financial Officer coordinates with the executive team to ensure that all financial initiatives align with the mission of providing a premier retirement experience. Through proactive financial planning and risk management, Lochridge strengthens the market position of the community, ensuring that the organization remains a leader in the national retirement industry.

    Scott Moore - Chief Operating Officer

    Scott Moore, the Chief Operating Officer at Shell Point Retirement Community, manages the daily execution of campus-wide services and facility maintenance. Overseeing the diverse amenities, including the championship golf course, boat docks, and coastal-inspired restaurants, the Chief Operating Officer ensures operational excellence across all resident-facing departments. This leadership role involves coordinating logistics for 2,500 residents while maintaining the scenic walking trails and fitness centers. By streamlining service delivery, Scott Moore drives efficiency and enhances the daily lifestyle experience for the entire community. The Chief Operating Officer works closely with the executive team to implement policies that support the health and wellness of the resident population. Through rigorous oversight of facility management and service standards, Moore maintains the reputation of the community as a top-tier continuing care retirement provider, ensuring that every aspect of the campus functions at peak performance levels for all residents.
    Scott Moore

    Alan Bar-Dov - Chief Information Officer

    Alan Bar-Dov, the Chief Information Officer at Shell Point Retirement Community, architects the digital infrastructure supporting the expansive campus operations. Overseeing the integration of health services technology and administrative systems, the Chief Information Officer ensures seamless data connectivity for residents and staff. This leadership role involves protecting sensitive information while optimizing the digital experience across the 18-hole golf course, salon, and spa facilities. By implementing robust cybersecurity protocols, Alan Bar-Dov safeguards the operational integrity of the community. The Chief Information Officer collaborates with department heads to modernize communication tools, enhancing the overall efficiency of the 1,200-person workforce. Through the deployment of advanced software solutions, Bar-Dov supports the complex needs of a large-scale continuing care retirement community, ensuring that technological advancements align with the high standards of service expected by residents within this premier Florida-based retirement environment.

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    Frequently Asked Questions Regarding Shell Point Retirement Community Top Executives and Leadership Team

    Who leads Shell Point Retirement Community?
    Shell Point Retirement Community is led by Martin Schappell (Chief Executive Officer), along with executives such as Burke Rainey (Vice President, Finance & Chief Financial Officer) and Patty Wells (Deputy Chief Financial Officer).
    Who is part of Shell Point Retirement Community’s executive team?
    The executive team of Shell Point Retirement Community includes leaders such as Martin Schappell (Chief Executive Officer), Burke Rainey (Vice President, Finance & Chief Financial Officer), Patty Wells (Deputy Chief Financial Officer) and other senior executives.
    How many executives does Shell Point Retirement Community have?
    Shell Point Retirement Community has 6 executives leading key business areas.
    What roles are included in Shell Point Retirement Community’s leadership team?
    The leadership team of Shell Point Retirement Community includes roles such as Chief Executive Officer, Vice President, Finance & Chief Financial Officer, Deputy Chief Financial Officer, Vice President, Finance & Chief Financial Officer, Chief Operating Officer.