Our Roots Run Deep
Investment Philosophy Based on Decades of Nobel Prize Recognized Research
Low-Cost, Tax-Efficient Advice with Integrity
So you can focus on What Really Matters
You've got a partner in Saltmarsh Financial Advisors

The Saltmarsh Financial Advisors Team

Saltmarsh Financial Advisors has decades of combined experience in finance, investment management, financial planning, estate, trust and individual tax planning. Our full range of professional services and diligent monitoring process makes us uniquely qualified to help you navigate through a lifetime of financial decisions and enables you the freedom to focus on what matters most to you. Learn more about our career opportunities below.

Financial Advisor: Gregg Noble, CPA

Gregg Noble, CPA

Phone: 800-477-7458

Gregg is the managing member of Saltmarsh Financial Advisors and is a registered investment advisor. He is also a Shareholder in the Pensacola office of Saltmarsh, Cleaveland & Gund. Gregg has been practicing accounting since 1981 and has experience in auditing, taxation, consulting and accounting services. Since joining Saltmarsh in 1994, his primary focus has been on estate and fiduciary taxation, estate planning, individual taxation and investment advisory services. For seven years, he was the estate tax manager for the state of Florida for a large bank. Responsibilities included supervision of a staff of five, which completed approximately 130 estate tax returns per year, and oversaw the preparation of estate income tax returns. Gregg was also in charge of all audits conducted by IRS and state taxing authorities. He prepared and lectured on various tax topics across the state for bank trust officers.

Financial Advisor: Christina L. Doss, AAMS®

Christina L. Doss, AAMS®

Phone: 800-477-7458

Christina is the managing director for Saltmarsh Financial Advisors, LLC, an affiliate of Saltmarsh, Cleaveland & Gund. She is responsible for both business development and client wealth management and has more than 25 years of experience working in the financial services and wealth management industry. Prior to joining Saltmarsh in August 2013, she served as Pensacola city president and managing director of Private Wealth Management for the North Florida Division of SunTrust Bank, where she was responsible for managing a team of advisors who supported high net worth clients and business owners with comprehensive wealth planning, asset management and banking needs. Her previous experience also includes 13 years with Charles Schwab Corporation serving in several capacities, including senior director for Schwab’s West Coast Private Client Division responsible for managing over 100 portfolio managers and $8 billion in client assets, and senior sales director for Schwab’s national Financial Planning Division.

Financial Advisor: George M. Peaden, Jr., AM

George M. Peaden, Jr., AM

Phone: 800-477-7458

George serves as the compliance and operations manager for Saltmarsh Financial Advisors, LLC, an affiliate of Saltmarsh, Cleaveland & Gund. George’s areas of expertise within investment advisory and financial planning include portfolio analysis and construction, portfolio fee analysis, asset allocation and rebalancing for the firm’s investment advisory clients. George previously was a senior analyst in the Business Advisory Group of Saltmarsh, Cleaveland & Gund, performing valuation and litigation services for a variety of financial institutions and bank-holding companies, closely-held businesses and professional practices.

Financial Advisor: Chris Stennett, CFP®

Chris Stennett, CFP®

Phone: 800-477-7458

Chris is a financial advisor and Certified Financial Planner™ practitioner for Saltmarsh Financial Advisors, LLC, an affiliate of Saltmarsh, Cleaveland & Gund. He serves individuals and organizations as a comprehensive financial planner and coordinator of investment activities. His areas of expertise include investment management, income planning, tax and estate planning, incapacity protection, and liability management. Chris has over a decade of experience as a wealth manager working with state, federal and private employees including his experience as a dedicated financial planner with multiple Fortune 100 financial services firms.

Financial Advisor: Beth Bernos

Beth Bernos

Phone: 800-477-7458

Beth is the associate financial advisor for Saltmarsh Financial Advisors, LLC, an affiliate of Saltmarsh, Cleaveland & Gund. She is responsible for the research and preparation of investment proposals. Beth joined the firm in January 2015 after graduating from Auburn University with a bachelor’s degree in Finance. She is currently pursuing an MBA from the University of West Florida.

Financial Advisor: Brett Snyder, JD, LL.M

Brett Snyder, JD, LL.M

Phone: 800-477-7458

Brett is a senior in the Tax & Accounting Services Department of Saltmarsh, Cleaveland & Gund and member of the Saltmarsh Financial Advisors team, where he assists clients with estate planning and document review. Prior to joining Saltmarsh in January 2013, he worked as a litigation assistant and completed a five month externship with the Mississippi Office of the Attorney General and also worked as a staff accountant for an accounting firm in Birmingham, Alabama prior to attending law school. He was sworn into the Florida Bar in April 2015 and is a member of the Florida Bar Association. Brett’s primary areas of experience include tax research, planning and consulting with a specialization in estate, gift and trust taxation.

Clients We Serve

We help our clients find their way through the complex financial landscape. We advise those who do not have the time, knowledge or confidence to manage their financial affairs. Our discovery and planning process supports clients in making the best decision to sustain and grow their legacy while ensuring they won’t outlive their retirement assets.

For business owners and institutional clients, we provide assistance in adhering to stated Investment Policy Statements and risk parameters.

Some of the people, institutions and entities we help are:

  • Busy Professionals
  • Retirees
  • Widows and Widowers
  • Divorcées
  • Trusts and Estates
  • Company Retirement Plans
  • Foundations and Endowments

Quarterly Investment Updates
*Beginning December 2017, our Investment Update newsletter will move to quarterly distribution instead of monthly.

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Saltmarsh Financial Advisors, LLC
900 N. 12th Avenue, Pensacola, FL 32501 ° Local Phone: 850.435.8300 ° Email: info@saltmarshfa.com


(c) 2018 Saltmarsh, Cleaveland & Gund

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