Our team has decades of combined experience in finance, investment management, financial planning, estate, trust and individual tax planning. We are uniquely qualified to help you navigate through a lifetime of financial decisions. Our full range of professional services and diligent monitoring processes gives you the freedom to focus on what matters most to you.
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.
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.
George serves as the compliance and operations manager for Saltmarsh Financial Advisors, LLC, an affiliate of Saltmarsh, Cleaveland & Gund. He began working in the investment management and public accounting fields in 1999. George’s primary areas of expertise include portfolio analysis and construction, including portfolio fee analysis, asset allocation review and rebalancing for a number of the firm’s investment advisory clients. In addition to his role with Saltmarsh Financial Advisors, George frequently lends his expertise as 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. George has assisted in matters concerning business interruption claims, insurance claims, breach of contract and fiduciary theft and has also prepared economic damage calculations resulting from personal injury and wrongful death claims.
Chris is a financial advisor and Certified Financial Planner™ 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.
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.