The Saltmarsh Financial Advisors Team

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.

Michael is a director for Saltmarsh Financial Advisors, LLC, an affiliate of Saltmarsh, Cleaveland & Gund. With over 22 years of expertise in asset management and financial planning, he specializes in delivering comprehensive wealth management solutions that integrate asset management with tax planning and risk management. He works closely to ensure that each client’s financial goals are met with a comprehensive plan and strategies tailored to their unique risk tolerance, growth objectives, and overall financial well-being.

Michael’s extensive experience in portfolio management focuses on risk management and diversification, helping clients achieve their goals without exposing them to unnecessary risk. With a keen interest in the complex nature of investment markets, Michael thrives on the challenges that come with helping clients navigate financial landscapes, making him a trusted partner for those seeking strategic financial growth. His favorite Saltmarsh Fundamental is ‘Do What’s Best for the Client’ because he believes by operating through this lens, success for the client and the practice is inevitable.

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 senior financial advisor for Saltmarsh Financial Advisors, LLC. He holds both a Chartered Financial Analyst (CFA®) designation and a Certified Financial Planner (CFP®) designation. As part of our investment advisory group, he works with clients to develop and implement investment strategies to achieve financial freedom while also ensuring their goals and objectives are aligned. Mark has over 15 years of experience in investment banking working with individuals and organizations to manage their portfolios and coordinate investment activities. In addition to his experience with fixed income trading and sales, Mark owned and operated his own business in Alabama.

Pierce is an associate financial advisor and Certified Financial Planner™ practitioner for Saltmarsh Financial Advisors, LLC, an affiliate of Saltmarsh, Cleaveland & Gund. Pierce works with clients to develop comprehensive financial plans, conduct in-depth portfolio analysis, and provides investment recommendations tailored to clients’ unique risk tolerances and needs. His areas of expertise include investment and retirement planning, and he proudly partners with Saltmarsh’s CPA tax advisors for coordinated estate and tax planning. Pierce joined Saltmarsh in 2018 after graduating from the University of Georgia with a BBA in Finance. He is an active contributor to the firm’s financial education initiatives through blog posts and webinars and is an emerging leader in Saltmarsh’s firm-wide Growth & Development efforts, having received recognition for his contributions. Pierce is a native of Pensacola, FL, where he pursues his passion for offshore fishing and boating.

Sarah is an associate advisor for Saltmarsh Financial Advisors, LLC, an affiliate of Saltmarsh, Cleaveland & Gund, where she serves clients through portfolio management and financial planning. With a master’s degree in education, Sarah appreciates the firm’s educational approach that supports informed decision-making. Sarah leads the firm’s women-focused educational series, Building Confidence, and is currently completing coursework for the CERTIFIED FINANCIAL PLANNER™ certification. Prior to joining Saltmarsh, she held a career in higher education and later transitioned to the financial services industry, focusing on risk management and retirement planning.

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.