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.
Christina is managing director of Saltmarsh Financial Advisors, LLC. She is also shareholder at Saltmarsh, Cleaveland & Gund where she leads the Investment Advisory practice. Christina is responsible for client wealth management, financial planning and practice growth, and has more than 25 years of experience working in the financial services and wealth management industry. Prior to joining Saltmarsh in 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. Christina’s 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. 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. He began working in the investment management and public accounting fields in 1999. 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™ practitioner for Saltmarsh Financial Advisors, LLC. 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.
Mark is a financial advisor for Saltmarsh Financial Advisors, LLC. He holds a Chartered Financial Analyst® (CFA) designation and as a part of our investment advisory team, he works with clients to develop and implement investment strategies that align with their unique goals and objectives. He has over 15 years of experience working with individuals and organizations in investment banking to manage portfolios and coordinate investment activities. In addition to his experience with fixed income trading and sales, Mark owned and operated his own business in south Alabama.
Pierce is an associate for Saltmarsh Financial Advisors, LLC. He is responsible for the research and preparation of investment proposals, as well as the creation and maintenance of client files. Pierce previously worked in data analytics for a global payments consulting firm.
Brett is an advisor of Saltmarsh Financial Advisors, LLC. He assists clients with estate planning and document review. He is also a senior in the Tax & Accounting Services practice of Saltmarsh, Cleaveland & Gund. 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.
Sarah is an associate for Saltmarsh Financial Advisors, LLC. She is responsible for the research and preparation of investment proposals. Sarah also assists with the creation and maintenance of client files and communications. Before joining Saltmarsh, Sarah was a representative at a financial planning firm where she provided educational and holistic guidance on financial topics.
David is a shareholder and technical leader of the Tax & Accounting Services practice at Saltmarsh, Cleaveland & Gund. With more than 30 years of experience, he works with growth-oriented companies and business owners in a variety of industries, including software, real estate, private equity, professional services, technology and creative services. David’s primary areas of experience include state and federal tax compliance, as well as multi-state and federal consulting, including merger and acquisition issues, accounting method changes and equity and deferred compensation arrangements. Prior to joining Saltmarsh, he held several management positions with national firms KPMG and Ernst & Young and was a shareholder at a large, local firm based in Portland, Oregon.
Join our email list for investment updates and upcoming events!