Our Team

Steve Saltzman

Founder & Principal


phone: 704-243-4512 ext 101

Jennifer Saltzman

Director of Marketing

Clarke provides financial planning and wealth management services trying to minimize expenses and risks of our...

Brian Harrison

Director of New Business

Ashley's main task is to manage the financial risks of FinExpert. She is also responsible for analyzing the data received from...

Chris Benett

Director of Operations

Mr. Benett is an important member of our team. His work consists in managing the taxes and solving various situations...

Joe Norris

Data Analyst

Ms. Norris deals with various financial concerns of small businesses and startups. He provides online consulting services...

Bernard Harris

Data Analyst

When it comes to reduction of financial risks of international companies and business corporations, Bernard is our leading consultant...