The Saltmarsh Financial Advisors Team

Christina has more than 30 years of experience in the financial services industry. She is a Partner with Saltmarsh as well as a Managing Director with Saltmarsh Financial Advisors, LLC with a primary focus on investment management and financial planning. Her areas of expertise include holistic wealth management to include financial planning, asset management and collaborating with tax and estate planning partners on behalf of her clients. Ove the past decade, Christina led the growth and development of Saltmarsh Financial Advisors as the practice Managing Director.

Her background includes leadership roles in both regional and national firms, including serving as Pensacola City President and Managing Director of Private Wealth Management for SunTrust Bank’s North Florida Division. Prior to that, she spent 13 years with Charles Schwab in multiple leadership roles, to include managing the West Coast Private Client teams with over $8 billion in assets under management. Christina is passionate about helping clients achieve financial clarity and long-term success through personalized, goal-driven strategies.

George serves as the compliance and operations manager for Saltmarsh Financial Advisors, LLC. He specializes in portfolio analysis and construction, portfolio fee analysis, asset allocation, and rebalancing for the firm’s investment advisory clients.

Before joining Saltmarsh Financial Advisors, George was a senior analyst in the Business Advisory Group at Saltmarsh, where he provided valuation and litigation services to financial institutions, bank-holding companies, closely held businesses, and professional practices. He began his career in investment management and public accounting in 1999 and has experience assisting with business interruption claims, insurance claims, breach of contract, fiduciary theft, and preparing economic damage calculations related to personal injury and wrongful death claims.

Michael is a managing director with experience across asset management and financial planning. He began his career over 22 years ago, focusing on delivering integrated wealth management solutions. His primary areas of experience include helping clients align their financial goals, risk tolerance, and long-term objectives.

His expertise includes portfolio management with a strong focus on risk management and diversification, helping clients achieve growth without unnecessary exposure. Michael is passionate about the challenges of navigating complex investment markets and takes pride in building tailored strategies that promote financial well-being. His favorite Saltmarsh Fundamental is #5, Do What’s Best for the Client, as he believes client-centered guidance is the foundation of long-term success—for both the client and the firm.

Mark is a senior financial advisor for Saltmarsh Financial Advisors, LLC. He holds both the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designation. Mark works with clients to develop and implement investment strategies that align with their goals and help them achieve financial freedom.

Mark brings over 15 years of experience in investment banking, where he managed portfolios and coordinated investment activities for individuals and organizations. His background also includes fixed-income trading and sales, as well as owning and operating his own business in Alabama.

Pierce is an associate financial advisor and Certified Financial Planner™ practitioner with Saltmarsh Financial Advisors, LLC. He works closely with clients to develop comprehensive financial plans, perform portfolio analysis, and provide investment recommendations tailored to each client’s unique risk tolerance and financial goals. His areas of expertise include investment and retirement planning, and he regularly collaborates with Saltmarsh’s CPA tax advisors to deliver integrated estate and tax planning strategies.

Pierce joined Saltmarsh in 2018 after earning his B.B.A. in Finance from the University of Georgia. He contributes to the firm’s financial education initiatives through blog content and webinars and is recognized as an emerging leader in the firm’s Growth & Development initiatives.

Sarah is an associate financial advisor and Certified Financial Planner™ professional with Saltmarsh Financial Advisors, LLC. She supports clients through portfolio management and comprehensive financial planning, with a focus on building lasting relationships and confidence. Sarah also leads the firm’s women-focused f inancial education series, Building Confidence, which empowers women through accessible and engaging financial guidance. She was recognized with the firm’s 2023 Foundation Award for her outstanding leadership and integrity.

Before joining Saltmarsh, Sarah worked in higher education before transitioning into the financial services industry, where she gained experience in risk management and retirement planning.

David is a partner with experience across tax, accounting, and advisory services. He began his career in public accounting over 30 years ago, focusing on serving high-net-worth individuals and growth-oriented companies. His primary areas of experience include providing tax and advisory services to clients in the software, real estate, private equity, professional services, technology, and creative services industries.

His expertise includes federal and state tax compliance, multi-state consulting, trust and estate planning, mergers and acquisitions, accounting method changes, and equity and deferred compensation strategies. Prior to joining Saltmarsh, David held leadership roles at national firms KPMG and Ernst & Young and served as a shareholder at a large firm in Portland, Oregon. He is committed to delivering strategic, forward-thinking solutions that support client growth and long-term success.