About Our Team
Meet the experts in legacy estate planning that service the Greater Southwest Florida area. Our more than 30 years of estate planning allows us to focus on the wants and needs of our clients. We help our clients Preserve, Protect and Perpetuate a lifetime of hard work onto the people they care most about, children, grandchildren, and charity.
About Michael A. Schmidt
Michael A. Schmidt is a Senior Client Advisor at Generational Strategies Group, LLC. Michael works with clients and their Attorneys, CPAs, and other advisors to review, modify, and update their estate plans. Michael is a member of the Florida Bar, and prior to joining Generational Strategies Group, worked as an Attorney, primarily practicing estate planning and administration.
Michael is a Naples native and graduated from the Community School of Naples before receiving his Bachelor’s Degree from The Ohio State University. Michael earned his Juris Doctor from Stetson University College of Law.
Richton C. Appel
Richton C. Appel is a CPA and Partner at Generational Strategies Group, LLC. Rick has a Master’s in Taxation and an MBA in Finance. Rick has worked with Chris Christensen for over 30 years, and together have made a significant difference for so many families.
About Elizabeth Crane Murray
Elizabeth Crane Murray joined Generational Strategies Group LLC in September 2018 and serves as Director of Operations. Prior to her joining the firm, she worked in the legal field for 20 years as a paralegal, legal assistant, and legal secretary. Elizabeth has an Associate Degree in Criminal Justice as well as a Paralegal Diploma.
In her spare time, she enjoys many of the benefits of living in Southwest Florida such as swimming, boating, biking, and walking the many beautiful preservation areas that Naples and Collier County has to offer.
About Lisa Angione
Lisa Angione recently joined Generational Strategies Group and serves as Executive Assistant/Client Services. Prior to joining the firm, she worked as a paralegal and legal assistant for over twenty years, primarily in estate planning, real estate, personal injury, and criminal defense law, both in Florida and New Hampshire. Lisa earned her Bachelors’s Degree in Paralegal Studies from Notre Dame College in New Hampshire.
In 2020, Lisa made her home in Naples where she enjoys catching rays at the beautiful Florida beaches, stand-up paddleboarding, jet skiing, boating, sunsets, bicycling, travel, dinners out at local restaurants, and spending time with her Yorkshire Terrier Jake.