Meet the Team

As a part of Shell Point, the Legacy Foundation's steadfast commitment is to respect each individual and their needs. We welcome each person with genuine concern and warmth. We aspire to be a place of grace. As residents and their families seek us out for a variety of needs, we want them to experience grace in their interactions with us.

The Legacy Foundation exists to assist residents in creating a lasting legacy and to support the mission of Shell Point Retirement Community.

If you would like more information on how we can be of assistance to you, send us an email or simply give us a call.

The Legacy Foundation at Shell Point, Inc.
15010 Shell Point Blvd.
Fort Myers, FL 33908
Telephone: 239-466-8484
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Name, Shell Point Resident

Our Staff

Who Directs the Team?
Jeff Cory Jeff Cory
Executive Director

Certified Financial Planner (CFP®)
Chartered Financial Consultant(ChFC®)
Accredited Estate Planner (AEP®)
Who Will Help You With Fiduciary Needs?
Maria Festa Maria Festa
Manager of Financial Services

Debbie Brewer Debbie Brewer

Donna Circelli Donna Circelli
Bill Pay Specialist

Who Helps with Client Relationships?
Sandy Richter Sandy Richter
Account Reconciliation Specialist

Who Helps with Client Relationships?
Joan Ball Joan Ball
Client Services Representative