About

As a gay man, I understand the unique needs and challenges of the LGBTQ+ community. 

• Retirement Planning

• LGBTQ+ Finances

• Holistic Financial Planning

• Family Creation

• Planning for Unmarried Couples & Single People

• Small Business Needs

• Special Needs Planning

• Environmental/Socially Conscious investing (ESG)

Call me at 704-459-4646, or set up a discussion directly. Click here to select a time that is convenient for you .

Cetera Investors is the marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.