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  • 18 Feb 2020 12:09 PM | Amy Treis (Administrator)

    Since 2011, employees with Halfacre Construction Company, a Lakewood Ranch-based commercial construction company, have voluntarily chosen to contribute through recurring weekly payroll deductions to the Loveland Center, a nonprofit that provides educational and vocational programs and support services for individuals with intellectual and developmental disabilities in Manatee, Sarasota and Charlotte Counties. As of February 2020, the donation total reached just over $33,000 from an average of 20 of its staff members. In 2015, Halfacre Construction Company completed construction on The Nancy Detert Residences on the Loveland Center’s Venice campus. The Residences provide supportive housing comprised of three two-story apartment buildings and a community center building where residents have access to an array of recreational services to support their inclusion in the community. This independent living model provides an affordable housing option that allows adults with developmental disabilities to maintain their independence in a less restrictive environment.

  • 18 Feb 2020 9:28 AM | Amy Treis (Administrator)

    Sarasota, Florida – January 27, 2020 – UBS Financial Services Inc. announced today that Scott Zelniker, Senior Vice President –Private Wealth Management and co-founder of The Zelniker Dorfman Heritage Group in Sarasota, has been named to the 2020 Forbes/SHOOK list of Best-in-State Wealth Advisors for the state of New York.

    “I'm honored and humbled by this recognition. To me it validates the hard work I have put in on behalf of my clients, who are like family to me,” said Zelniker. “I'm excited to bring my experience to Florida as we continue to evolve to provide the highest level of financial advice to our clients.”

    After dividing his time between New York and Florida for the past 15 years, Zelniker now calls the Suncoast home. He recently joined forces with Jason Hughes to form The Zelniker Dorfman Heritage Group, offering clients the resources of the world's largest wealth management firm, and the concierge service you would expect from a boutique firm. The team manages nearly $1 billion of client assets.

    Zelniker began his career in financial services in April of 1992 and joined UBS in 2016. Along the way, he developed a practice working extensively with private business owners with the focus on exit planning, asset management, estate planning and meeting the multigenerational needs of families. Zelniker has taken active roles in the community and continues to make supporting local organizations a core tenet of The Zelniker Dorfman Heritage Group.

    The Forbes Best-in-State Wealth Advisors list is comprised of approximately 2,200 financial advisors. It was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to measure factors such as: quality of practice, industry experience, compliance record, assets under management (which vary from state to state) and revenue. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.

    For the full list and further information visit: https://www.forbes.com/best-in-state-wealth-advisors/


  • 13 Feb 2020 10:51 AM | Amy Treis (Administrator)

    Premier Sotheby’s International Realty has announced the promotion of Nicola Lutgert to chief marketing officer. In this role, she will be responsible for all marketing initiatives of the company’s 40 offices from Southwest Florida to North Carolina. In addition to overseeing promotions, advertising, creative services, digital media and communications, she will provide strategic direction of new development projects for the firm’s parent organization, The Lutgert Companies. She joined the brokerage in 2015 as vice president of marketing. A real estate and development industry veteran, Lutgert previously served as director of marketing for London Bay Homes, a top 50 luxury home builder in the U.S. Her extensive marketing background also includes work with national brands such as HGTV and American Express. Well respected in the Southwest Florida business community, Lutgert was named Marketing Director of the Year by the Collier Building Industry Association, and has been honored on the prestigious 40 Under 40 lists by both the Business Observer and Gulfshore Life

  • 12 Feb 2020 1:51 PM | Amy Treis (Administrator)

    FORT MYERS — Sarasota based HH Staffing has opened an office in Fort Myers, in a move to to address employment demands in the Southwest Florida market.

    The new office will be HH Staffing’s fifth office in the state, joining Tampa, Orlando, Fort Lauderdale and the corporate office, in Sarasota, according to a statement. HH Staffing was founded in 1988.

    “With the growth in population that is occurring in Lee and Collier country, as well as the overall positive business climate, there remains an opportunity to help bring the marketplace together in an efficient and productive manner,” says HH Staffing Owner Darrin Rohr in the release. “We know we can help candidates to find great employment opportunities as well as to help employers to locate exceptional talent. HH Staffing has 32 years of doing just this so it was only a matter of time before we expanded to this part of the state and our newest location in Fort Myers will position us nicely to meet the needs of the workforce and employers.”

    HH Staffing offers temporary staffing, temp-to-hire placement, direct hire placement and retained search services locally and throughout the United States in the office/professional, light industrial, manufacturing and multifamily residential industry.

     


  • 11 Feb 2020 2:17 PM | Amy Treis (Administrator)

    We’re proud to announce Allegiant’s Founder and Chairman Martin (Marty) J. Kossoff, CFP®, AIF®, has been honored in Forbes’ 2020 Best-in-State Wealth Advisors List as the top advisor in Sarasota. “As an independent, fee-based financial advisor, Allegiant’s role as a fiduciary means that our clients’ interests come first. Always. I think this most recent recognition is another testament to that fact,” explained Kossoff. “We were built to be your advocate. It’s an honor to be recognized by Forbes, but helping clients reach their financial—and overall life—goals is what drives us to be their trusted advisor.” Allegiant Private Advisors is currently in its 24th year. Today the strength and experience of Allegiant’s professional wealth advisors, along with concierge service and a proven long-term business philosophy that identifies needs, goals, aspirations and risk tolerance as critical for client success, form the bedrock of the firm’s approach.


  • 11 Feb 2020 11:10 AM | Amy Treis (Administrator)

    ATLANTA – February 11, 2020 – Atlanta-based accounting and business advisory firm Mauldin & Jenkins has announced the addition of Catherine (Kate) Russell to its expanding Governmental Advisory practice. Following over a decade of specialized work, Kate brings substantial experience and valuable niche knowledge to serve Mauldin & Jenkins’ governmental clients.

    A Top 100 Accounting Firm with offices located throughout the Southeast, Mauldin & Jenkins has rapidly increased in service offerings as well as size over the past several years to meet growing demand. Adding Kate’s expertise to its popular specialty practice allows the firm to accept additional clients in this niche. Her insight and experience further strengthen the Governmental Advisory team’s already substantial depth, helping the practice group better meet the highly specialized needs of state, county and local governments; government agencies; and quasi-governmental organizations.

    Kate’s background includes multiple roles within Georgia planning and development organizations that work closely with governments and agencies at all levels, including a variety of positions within the Georgia Department of Economic Development and its predecessor, the Governor’s Office of Workforce Development.

    Over the course of her career Kate has amassed significant experience encompassing all aspects of governmental planning, management and operations. Additionally, she has overseen millions of dollars in spend and served as CFO within a government context. She is well versed in financial management, grant application and compliance, strategic planning and performance and will assist clients in meeting key goals around strategic planning, organizational transformation and reducing operational costs in government.

    Governmental Advisory Services Practice Leader David Roberts welcomes Kate as a valuable addition to the practice group. “Kate’s experience overseeing large agency budgets and federal programs gives her a wealth of experience and insight into the fiscal and compliance pressures governments face on a daily basis,” he says. “She has overhauled numerous programs enhancing service delivery, customer satisfaction and compliance.”

    To learn more about Kate Russell or Mauldin & Jenkins’ Governmental Services practice, please visit the Mauldin & Jenkins website at www.mjcpa.com.


  • 06 Feb 2020 2:20 PM | Dan Sidler (Administrator)

    Loretta Mester, president of the Federal Reserve Bank of Cleveland, will lead a distinguished lineup of speakers at Financial Literacy Day: Understanding Global Markets and Finance, on Friday, Feb. 14, at USF Sarasota-Manatee, 8350 N. Tamiami Trail, Sarasota.

    Other speakers include Jay Bryson, managing director and acting chief economist at Wells Fargo Bank; William A. Strauss, senior economic advisor at the Federal Reserve Bank of Chicago; and Michael McKee, an international economics and politics correspondent on Bloomberg TV and Radio.

    To register and for more information, visit www.interdependence.org/events/browse/fourth-annual-financial-literacy-day.

  • 30 Jan 2020 8:32 AM | Amy Treis (Administrator)

    The law firm of Blalock Walters, P.A. has welcomed attorney Timothy S. Shaw to the firm’s real estate practice group. Shaw’s practice involves all aspects of real estate and financial transactions, including representation of projects  "The Ritz-Carlton Hotel and Residences", "100 Central" and "Whole Foods Market", "L’Ambiance on Longboat Key", "L’Elegance on Lido Key" and "LaBellasara at Golden Gate Pointe." Shaw, formerly of Kirk Pinkerton, brings with him more than 38 years of real estate experience in the Sarasota and Manatee markets. He is board-certified in real estate law by the Florida Bar and a member of the Florida Bar, American Bar Association and Sarasota County Bar Association. He currently serves as chair-elect of the Solo and Small Firm section of The Florida Bar.


  • 23 Jan 2020 9:12 AM | Amy Treis (Administrator)

    Sutter Roofing Company has secured contracts on several large projects in our region. The firm will be performing the roofing and sheet metal work on the new Sarasota Memorial Hospital Venice facility as well as the new Oncology Center Tower on the hospital’s main campus. The firm also recently completed the new USF Morsani College of Medicine Tower in downtown Tampa. “We are very honored to be selected as the roofing contractor for these great healthcare projects for our region” remarked company President Doug Sutter. “Our relationship with the General Contractors, USF, and Sarasota Memorial is long-standing and we will excel on these projects for these great clients.”

    The firm also was awarded the contract for the new Jabil Circuit Headquarters in St. Petersburg, the Amazon Prime Air Fulfillment Center at Lakeland Airport, and the Toronto Blue Jays new Spring Training Academy in Dunedin. In total the projects are over 1,126,400 square feet will require 38,000-man hours to complete with an aggregate value of $ 8,750,000. “These types of projects require subcontractors that are sophisticated, well-capitalized, bondable, and have a proven record of safety, production and quality. We bring those attributes to every project regardless of the size” added Sutter. “We are fortunate the economy and particularly construction in Florida is booming. These projects should get us off to a great start in 2020!”

    Sutter Roofing is Sarasota based commercial roofing and sheet metal contractor with 6 locations throughout Florida. The firm was founded in 1902 and began Florida operations in 1979. They are among the largest commercial contractors in the United States.


  • 21 Jan 2020 3:54 PM | Amy Treis (Administrator)

    SARASOTA — Tableseide Restaurant Group has named Joseph Guli III its CEO.

    Guli is the former president of Scratch Concepts, Burger 21 and Grillsmith Restaurant Group; regional vice president for Cheesecake Factory; and corporate chef for Wolfgang Puck Restaurant Group.

    “With the caliber and experience Joe Guli brings to the CEO position I am confident that Joe’s decisions will best represent our mission to create and maintain each brand to its highest level of service, food and atmosphere," says Joe Seidensticker, owner of Tableseide Restaurant Group, in a statement.  

    Sarasota-based Tableseide Restaurant Group's concepts include Libby's Neighborhood Brasserie, Lemon Tree Kitchen, Muse at The Ringling, Circo, Oak & Stone and Tableseide Catering. It did $11 million in revenue in 2018. 


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Recent Member News





Hook Kids on Fishing

 

Anglers for Conservation (AFC)

 a non-profit 501(C)(3) organization, in partnership with Fisherman’s Village, is coordinating its engaging Hook Kids on Fishing Program to be held on Saturday, April 11th, 2015 from 10am- 12:00pm at Fishermen's Village (1200 West Retta Esplanade, Punta Gorda).

 Kids ages 6 to 16, are welcome and must be accompanied by an adult. The first 100 kids registered and complete the training will receive a free rod and reel to take home! Registration is mandatory by calling King Fisher Fleet at 941-639-2628.

 This hands-on, conservation-minded program teaches casting, fishing safety, knot tying, boating safety, tackle box essentials, catch and release tactics, fishing habitats and conservation, and is taught by professional guides and knowledgeable anglers.

 Community support also provided by Fisherman's Village, King Fisher Fleet, local bait and tackle shops, and local Captains, Aylesworth's Fish & Bait, Canoe Outpost-Peace River, Coastal Angler Magazine, Diiachi Hooks, Fish Florida Foundation and Rio Villa Bait & Tackle

AFC’s mission is to inspire new generations of marine stewards through angling education, habitat restoration and applied conservation practices. For more information, please visit www.AnglersForConservation.org.

 Volunteers are needed and donations are greatly appreciated.

If you’re interested in volunteering please contact Theresa at tellershaw@aol.com or call me 321-433-3340/302-6260

If you would like to sponsor this event, please contact Heather Sears at Heather@AnglersForConservation.org or 321-474-8202.

Hook Kids on Fishing

 

Anglers for Conservation (AFC)

 a non-profit 501(C)(3) organization, in partnership with Fisherman’s Village, is coordinating its engaging Hook Kids on Fishing Program to be held on Saturday, April 11th, 2015 from 10am- 12:00pm at Fishermen's Village (1200 West Retta Esplanade, Punta Gorda).

 Kids ages 6 to 16, are welcome and must be accompanied by an adult. The first 100 kids registered and complete the training will receive a free rod and reel to take home! Registration is mandatory by calling King Fisher Fleet at 941-639-2628.

 This hands-on, conservation-minded program teaches casting, fishing safety, knot tying, boating safety, tackle box essentials, catch and release tactics, fishing habitats and conservation, and is taught by professional guides and knowledgeable anglers.

 Community support also provided by Fisherman's Village, King Fisher Fleet, local bait and tackle shops, and local Captains, Aylesworth's Fish & Bait, Canoe Outpost-Peace River, Coastal Angler Magazine, Diiachi Hooks, Fish Florida Foundation and Rio Villa Bait & Tackle

AFC’s mission is to inspire new generations of marine stewards through angling education, habitat restoration and applied conservation practices. For more information, please visit www.AnglersForConservation.org.

 Volunteers are needed and donations are greatly appreciated.

If you’re interested in volunteering please contact Theresa at tellershaw@aol.com or call me 321-433-3340/302-6260

If you would like to sponsor this event, please contact Heather Sears at Heather@AnglersForConservation.org or 321-474-8202.

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Lakewood Ranch, FL 34202

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