Business Notes
CHAMBER TO HOST BUSINESS LUNCHEON
In collaboration with the Fort Myers Beach Chamber of Commerce, the SanCap Chamber will hold its next business luncheon on July 10 from 11:30 a.m. to 1:30 p.m. at the Pink Shell Beach Resort & Marina, at 275 Estero Blvd., Fort Myers Beach.
The title of the program is “Economics of our Ecology: How Blue = Green.”
The guest speakers will be Captains For Clean Water co-founder and Executive Director Capt. Daniel Andrews, Conservancy of Southwest Florida Chief Programs Officer Michele Arquette-Palermo, Sanibel-Captiva Conservation Foundation Chief Executive Officer James Evans and Sanibel & Captiva Islands Association of Realtors Chief Executive Director Bill Robinson.
They will speak from their point-of-view about current water-quality issues and how they are affecting the local economy. The discussion will support the island chamber’s new Preserving Paradise leadership program.
The SCCF is sponsoring the luncheon.
Open to members and the public, the cost is $35 to attend.
Registration is required by July 5 at 5 p.m. at sanibel-captiva.org or by contacting Aaron Walton at aaron@sanibel-captiva.org or 239-472-8759. Payment is due at the time of registration.
DOC FORD’S OFFERING CHANCE AT GIVEAWAYS
In recognition of National Mojito Day on July 11, Doc Ford’s Rum Bar & Grille will give away $100 gift cards, swag and free signature mojito glasses at its four locations.
The celebration will include a chance to win each restaurant’s grand prize — a $100 gift card, shirt and mojito jars — by guessing the number of miniature clay key lime slices filling a gallon mojito glass.
Customers can scan the restaurant’s QR code and enter their estimation from July 5-11.
The winners will be notified via social media on July 12.
Customers will also receive a free keepsake mojito jar on July 11 with the purchase of a mojito.
Doc Ford’s has locations on Sanibel and Fort Myers Beach and in St. Petersburg.
On Sanibel, the restaurant is at 2500 Island Inn Road.
SCHWARTZEL JOINS TRUST COMPANY
The Sanibel Captiva Trust Company announced the addition of portfolio manager and Vice President Jodi Schwartzel to the investment management team.
She will meet with clients to identify their short- and long-term investment goals and manage their portfolios to meet ongoing lifestyle needs and family aspirations.
Prior to joining the company, Schwartzel was a business development manager and financial advisor at Morgan Stanley in Naples for six years, where she cultivated client relationships and provided guidance to investors. She also served as its Southwest Florida business development liaison on its diversity council. Earlier, Schwartzel was at UBS Financial Services in Fort Myers for seven years, where she also served as a client financial advisor. As a member of the wealth management team, she provided financial planning, insurance reviews, liability management and portfolio analysis.
Schwartzel received her CFP curriculum certificate from Florida State University in Tallahassee. She obtained her bachelor’s degree in fine arts at the Ringling School of Art & Design in Sarasota and minored in art history and photography.
Schwartzel has served on several boards, including the Zonta Club of Sanibel-Captiva Foundation, Sanibel-Captiva Conservation Foundation, Catholic Community Foundation of Southwest Florida and Sanibel Sea School. She also holds the rare designation of Lifetime Girl Scout.
Schwartzel serves clients at the Sanibel and Fort Myers offices.
SAN CAP COMMUNITY BANK HIRES HILTON, KOENEN
Sanibel Captiva Community Bank announced that Kristina Hilton has joined the team as a teller at the Downtown Branch in Fort Myers and has joined as a residential loan officer at its Winkler Branch in Fort Myers.
Hilton is responsible for assisting customers with personal and business banking transactions.
She has prior experience in the customer service industry.
Koenen is responsible for assisting clients in securing mortgages, providing financing options based on their financial backgrounds and guiding them through the loan application process.
He began his residential lending career in Minnesota at a large regional bank managing consumer lending at various branches and was promoted to the mortgage lending division. Most recently, Koenen was a wholesale account executive consulting with loan officers at a variety of financial organizations throughout the county, including banks, credit unions and independent mortgage brokers.
He has an extensive background in mortgage programs for real estate investors, jumbo loan transactions and a variety of non-qualified mortgage programs, including alternative documentation and debt service coverage ratio, as well as traditional residential lending and down payment assistance programs.
Koenen earned a Bachelor of Science in business and marketing from St. Cloud State University’s Herberger Business School.