Easter Seals Southwest Florida

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 traditional estate planning vehicles and business entities.  Rose-Anne also is experienced in drafting customized beneficiary designations for IRAs and other tax-deferred investment accounts.

John is Vice President and partner at Willis A. Smith Construction, Inc., a Sarasota - based Construction Management firm that was voted Small Business of the Year 2006 - Greater Sarasota Chamber of Commerce and Service Company of the Year 2007 - Sarasota Economic Development Council. John was born in 1968 in Sarasota, Florida, attended Riverview High School and graduated from the University of Florida in 1991 with a B.S. in Building Construction. John became a State Licensed General Contractor in 1993.

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 worked for SunTrust Bank as Vice President in their Trust Division. Lisa received a B.S. in Management/Marketing from Florida Metropolitan University and is a graduate of Cannon Financial Trust School. She is a certified Trust and Financial Advisor. (CTFA)

Robert H. Mitchell  has been helping people increase and conserve their wealth for more than 30 years. He is CEO of Mitchell & Company, Inc., an independent life insurance agency. Bob earned his law (JD) degree, MBA and Bachelor’s degree from Seton Hall University in NJ. He is admitted to the Pennsylvania bar. He has completed intensive training at The American College in Bryn Mawr, PA and has been certified a "Special Care Planner." The SpecialCare (sm) Program helps develop strategies to address the lifetime financial requirements of special needs individuals.

Joseph L. Najmy, born Brooklyn, New York, June 15, 1958; admitted to Bar 1990, Florida.  Preparatory Education:  University of South Florida (B.A. - Accounting, 1983).  Legal Education:  Florida State University (J.D. with honors, 1989).  American Jurisprudence Book Award in Federal Estate and Gift Taxation. Certified Public Accountant, Florida, 1985.