Staff Bios

Marshall D. Gunn, Jr.

Founder / President

Marshall D. Gunn, Jr., CPA/PFS, CGMA, CFP®

Marshall D. Gunn, Jr. is President of GunnChamberlain, P.L., CPAs and Gunn & Company Investment Management, Inc. Marshall provides consulting, financial and tax planning services to individuals, businesses, retirement plans, foundations, and trusts. These services include retirement, investment, estate tax, and gift tax planning.

CPA Magazine listed him as one of the 100 most influential CPAs in America and one of the seven most influential CPA/Financial Planners in America. He is the author of the books The Money of Love and Take Charge of Your Financial Life! He has received numerous awards as an author or speaker on various financial topics.

On the international level, Marshall is a frequent guest speaker for various CPA societies and professional associations. He has spoken in numerous forums and has been quoted on television, radio, and in The Wall Street JournalFortune MagazineThe Practical AccountantThe Jacksonville Business JournalThe Florida Times-Union and other print media. He is a frequent guest of the television show First Coast Living where he provides expert tax and financial advice.

Marshall is frequently called upon as an expert witness. His areas of testimony include business valuation, investment suitability, investment value, and various business issues.

A graduate of Jacksonville University, Marshall holds a Bachelor’s degree in Accounting. He has served his alma mater as an adjunct faculty member in accounting, taxation, and finance.

He has earned the Personal Financial Specialist and Chartered Global Management Accountant designations granted by the American Institute of CPAs and the Certified Financial Planner designation from the Certified Financial Planner Board of Standards.

Mr. Gunn and his wife Kathy reside in Jacksonville, Florida.