Your Partners in Planning and Giving

Every meaningful plan begins with a conversation. The Legacy Foundation is honored to walk alongside Shell Point residents, offering trusted guidance and thoughtful support every step of the way.

Reach out today to discover how we can help you plan with confidence and give with purpose.
For immediate assistance, call us at (239) 466-8484.

Melissa Mitchell

Executive Director

Sally Brumfield

Development Director

Tiffany Roost

Family Office Manager

Kim Scales

Financial & Estate Counselor

Anne Stauffer

Financial Services Specialist

Shanna Clark

Client Services Specialist

Melissa Mitchell, MBA, APR, CPRC

Executive Director

melissamitchell@shellpoint.org

Melissa leads the Legacy Foundation’s strategic vision — guiding philanthropy, communication, and resident support initiatives that strengthen the Shell Point community. Her goal is to ensure every resident feels purposeful, valued, and at peace. With two decades of experience in leadership and strategic communication, Melissa has dedicated her career to helping organizations grow their impact and build meaningful connections. She holds a bachelor’s degree from Florida Southern College and an MBA from Florida Gulf Coast University. Melissa and her husband have two young children, Radlee and Lennon. She enjoys sunsets, photography, live music, and spending time outdoors with her family.

Favorite Scripture: “But the fruit of the Spirit is love, joy, peace, patience, kindness, goodness, faithfulness, gentleness, self-control; against such things there is no law.” — Galatians 5:22–23 (ESV)

Sally Brumfield, CSA®

Development Director

sallybrumfield@shellpoint.org

Sally helps residents discover ways to live their passions and leave meaningful legacies — from commemorating loved ones to finding new ways to make an impact through giving. With a heart for connection, she enjoys learning each resident’s story and helping them find personal meaning in generosity. She brings 27 years of banking experience and holds a bachelor’s degree in organizational leadership. Sally and her husband, Mark, have two adult children, Dani and Doug. She’s an active community volunteer supporting women’s empowerment, heart health, and mental wellness initiatives.

Favorite Quote: “Three ways to be successful: Be kind. Be kind. Be kind.”
— Fred Rogers

Tiffany Roost

Family Office Manager

tiffanyroost@shellpoint.org

Tiffany helps residents manage their personal finances, from bill pay and budgeting to long-term care policy review. She specializes in helping individuals organize important documents and prepare for the future so their loved ones can experience clarity and peace during life transitions. With 27 years of leadership experience in healthcare and district management, Tiffany also has a background in business management and accounting. A Fort Myers resident for 37 years, she has been married to her husband Mike for 31 years. They have three grown children — Steven, Mackenzie, and Tristan. Tiffany loves crafting, reading, boating, and cheering on her favorite sports teams (Roll Tide!).

Favorite Quote: “Listen to understand, not to reply.”

Kim Scales, MBA, CSA®

Financial & Estate Counselor

kimscales@shellpoint.org

Kim supports residents through personalized financial management, daily money management and advisory services with care and precision. With 20+ years of experience in nonprofit operations, Kim brings expertise in accounting, payroll, and human resources. She holds a bachelor’s degree in accounting from Oklahoma Christian University and an MBA from Nyack College. Kim and her husband, Michael, have been married for 20 years and have two children, Rylan and McKinley. She’s an Alabama football fan (Roll Tide!) and enjoys volunteering at church, mentoring middle school girls, and quality family time.

Favorite Scripture: “Your strong love for each other will prove to the world that you are my disciples.” — John 13:35

Shanna Clark, MBA

Client Services Specialist

shannaclark@shellpoint.org

Shanna provides administrative and operational support to the Legacy Foundation team. She holds a Bachelor of Science in Business Administration and an MBA from Sullivan University in Louisville, Kentucky. Her background includes retirement plan administration, accounting, and finance. After moving to Sanibel in 2008, she worked in various island-based roles before joining the Legacy Foundation in 2022. Now empty nesters to one son, Shanna and her husband of 23 years, John, enjoy traveling and outdoor adventures. She also holds a Florida real estate license.

Favorite Quote: “Storms make trees take deeper roots.” — Dolly Parton

Anne Stauffer

Financial Services Specialist

annestauffer@shellpoint.org

Originally from Ohio, Anne has called Southwest Florida home since 1996, though she will always be a devoted Ohio State fan — Go Bucks! She and her husband, Paul, have been married for 29 years and have two grown daughters, Abigail and Mikayla, and nine grandchildren. Anne enjoys spending time with family, boating, camping, crocheting, and pursuing her passion for health and fitness.

Favorite Quote: “God is in every tomorrow. Therefore, I live for today. Certain of finding at sunrise guidance and strength for the day. Power for each moment of weakness, hope for each moment of pain, sunshine and joy after the rain.” — Author Unknown

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Full Legal Name: The Legacy Foundation at Shell Point, Inc.
Tax ID: 80-0002415