Shell Point Retirement Community Executive and Leadership Team

Martin Schappell, the Chief Executive Officer at Shell Point Retirement Community, directs the overarching strategy and vision for the organization. Schappell guides the community's expansion and operational excellence, ensuring alignment with its mission to provide a premier retirement lifestyle. This leadership role involves fostering a culture of resident-centric care and innovation across all departments. Schappell's strategic direction ensures Shell Point maintains its status as a leading continuing care retirement community, adapting to evolving resident needs and industry best practices. The Chief Executive Officer's focus remains on sustainable growth and enhancing the quality of life for all residents. Martin Schappell's executive oversight is critical for maintaining the community's financial health and operational integrity, driving forward its reputation for exceptional service and amenities along the Caloosahatchee River.

Burke Rainey, the Vice President, Finance & Chief Financial Officer at Shell Point Retirement Community, directs the financial strategy and fiscal management of the organization. Rainey oversees all financial planning, budgeting, accounting, and reporting functions, ensuring the community's financial stability and long-term viability. This critical role involves managing investments, optimizing cash flow, and ensuring compliance with all financial regulations. The Chief Financial Officer's responsibilities extend to financial analysis that supports strategic decision-making and operational efficiency across the community's diverse offerings. Burke Rainey's financial acumen is essential for maintaining the community's strong economic foundation and supporting its mission of providing exceptional care and amenities to its residents.

Patty Wells, the Deputy Chief Financial Officer at Shell Point Retirement Community, supports the Chief Financial Officer in managing the organization's financial operations and strategic initiatives. Wells plays a key part in financial analysis, budgeting processes, and ensuring the accuracy of financial reporting. This role involves assisting with the oversight of accounting functions, managing financial data, and contributing to the development of financial strategies that support the community's growth and operational objectives. The Deputy Chief Financial Officer's contributions are vital for maintaining robust financial controls and supporting the fiscal health of the community. Patty Wells collaborates closely with the finance team to ensure efficient resource management and adherence to financial best practices, reinforcing the community's commitment to fiscal responsibility.

Timothy Lochridge, the Vice President, Finance & Chief Financial Officer at Shell Point Retirement Community, leads the financial operations and strategic fiscal planning for the organization. Lochridge is responsible for overseeing all aspects of financial management, including budgeting, forecasting, accounting, and financial reporting, ensuring the community's economic strength and sustainability. This executive position involves developing financial strategies that align with the community's mission and support its extensive amenities and services. The Chief Financial Officer's oversight ensures prudent resource allocation and drives financial performance across all departments. Timothy Lochridge's leadership is instrumental in maintaining the financial integrity of Shell Point, supporting its continued growth and its reputation as a premier retirement destination.

Scott Moore, the Chief Operating Officer at Shell Point Retirement Community, manages the day-to-day operations and ensures the seamless delivery of services across the expansive community. Moore oversees the implementation of operational strategies that enhance resident satisfaction and maintain the high standards of the community's amenities, including its golf course, dining facilities, and wellness centers. This executive role involves optimizing resource allocation, managing departmental performance, and driving efficiency in all operational aspects. The Chief Operating Officer's focus is on upholding the community's reputation for excellence and ensuring a vibrant, supportive environment for residents and staff. Scott Moore's leadership is pivotal in coordinating the efforts of various departments to provide a cohesive and exceptional living experience, directly contributing to the community's status as a premier CCRC in Florida.

Alan Bar-Dov, the Chief Information Officer at Shell Point Retirement Community, architects and executes the technology strategy that supports resident services and internal operations. Bar-Dov oversees the integration of digital solutions, ensuring robust cybersecurity and efficient data management across the community. This leadership position involves evaluating and implementing new technologies to enhance communication, streamline administrative processes, and improve the overall resident experience. The Chief Information Officer's responsibilities include managing the IT infrastructure, supporting the technology needs of over 2,500 residents and 1,200 employees, and driving digital transformation initiatives. Alan Bar-Dov's expertise ensures Shell Point remains at the forefront of technological adoption within the retirement industry, safeguarding sensitive information and optimizing system performance.