Charles T. Woolston, CPA, MST, is the Co-founder and Chief Executive Officer of Salvus Wealth Management and is also a member of the Management Committee and Investment Strategy Team. Chuck has over 35 years of experience in advising...
Robert W. Joel, CFP®, is the Co-founder of Salvus Wealth Management and serves as Chief Investment Officer of the firm. He is also a member of the firm’s Management Committee and Investment Strategy Team. Bob has over 25 years of...
Sonja M. Elia is the Chief Compliance Officer for Salvus Wealth Management. She is located in the Jacksonville, Florida, office and is responsible for the behind the scenes daily operations and process management for the organization....
Anna Marie Rogers, is the Client Relationship Manager of Salvus Wealth Management and is in charge of firmwide daily operations and administrative responsibilities. She has over 20 years of experience in assisting high net worth...
Peter Freidel, AAMS, Financial Advisor at Salvus Wealth Management is dedicated to building lasting relationships and helping clients navigate their financial lives with clarity and confidence. He takes a comprehensive, goals-driven...
Robert O’Quinn, CFP, Partner of Salvus Wealth Management serves as a member of the firm’s Management Committee and Investment Strategy Team.Robert has over 14 years of experience in managing relationships for high-net-worth families,...
William C. McNamara, CPA, CCIFP® has been an advocate and advisor for the family-owned business for over 35 years. Bill’s investment and commitment as a certified public accountant has led to decades-long relationships with several of...
Aimee M. Jensen, CPA, MBA,is a Financial Advisor for Salvus Wealth Management. She has over 30 years of experience working with individuals, estates and trusts, and high net worth clients. She provides expertise in tax preparation,...
Jeffrey M. Jacobs, CPA, Financial Advisor of SalvusWealth Management. Mr. Jacobs graduated from University of Florida in 1984, with a Bachelor of Science degree in Accounting and in 1985 with a Master of Accounting degree with Tax...
