Ellen Coppinger | Financial Professional, CFP®
Helping clients pursue their financial goals is my primary objective. There are a lot of options and solutions available, but the first step is to discuss your objectives to develop a sound strategy.
As a Certified Financial Planner™ with Y12 Investment Partners, my job is to listen and understand your financial circumstances, hopes, and dreams. I’ve helped a great number of clients to create a methodology designed to support three key financial goals:
- Wealth accumulation during your working years
- Security and independence in your retirement years
- Transferring wealth to the next generation
Specifically, I can help you to look at your current financial picture and provide strategies and solutions to help you in your pursuit of financial security. My recommendations, implementation, and service will be based on what is suitable for your and your family’s objectives today as well as when your financial needs change throughout your life.
“So you can feel good about your progress today & your prospects for tomorrow.”
Mitzi Watt | Registered Representative
I have been providing financial services in the East Tennessee area since 2010. I have developed a highly personalized approach with members, establishing trust and focusing upon their unique interests and circumstances. I will give you the best information available to make informed and educated decisions. This approach, when combined with a strategic view of markets and service solutions, provides you with comprehensive plans to maximize your investment, while focusing upon individual financial goals.
I will be your financial professional, getting to know your entire financial picture and helping you implement the solutions that work best for you, while developing a lasting relationship to assist you with your financial future.
Born and raised in the Knoxville area, I have a keen appreciation for Southeastern Tennessee’s heritage and tradition. My husband, Bryan, and I live in Lenoir City. We have six children and three grandchildren. We enjoy family time and outdoor activities, including camping and off-roading, and we are active in community projects and activities.
Erica Corbin | Registered Representative
As a Financial Professional with Y12 Investment Partners, my mission is to build meaningful, lasting relationships with our members by delivering personalized guidance and reliable support throughout their financial journeys. I take the time to understand your unique goals and circumstances, so together we can create thoughtful, informed strategies that set the foundation for your future success.
With several years of experience in financial services and administration, I place great value on clear communication, consistency, and trust. Whether you’re just beginning to lay the groundwork for your financial future or preparing for retirement, I’m here to help you explore your options and implement tailored solutions that meet your needs today and well into the future.
Originally from Southwest Florida, I’ve proudly called East Tennessee home since 2006. I’m a graduate of the University of Tennessee (Go Vols!) and cherish the opportunity to serve this amazing community. Outside of work, I enjoy traveling with my husband and spending time on the lake, taking in the beauty of life here in Tennessee.
I’m honored to support our members and look forward to helping you feel confident, informed, and empowered every step of the way.
Conner Beddingfield | Program Coordinator
My focus is to deliver exceptional support to both our members and team. I’m dedicated to ensuring each member enjoys a smooth, seamless experience as they work toward achieving their financial goals. By coordinating resources,managing schedules, and driving efficient operations, I help create the space for our advisors to concentrate on what truly matters – helping you reach your financial aspirations.
Throughout my college experience, I’ve built a strong foundation in the financial industry, gaining hands-on expertise through internships in the mortgage and credit union sectors. My degree in Finance and Accounting from Maryville College has shaped my understanding of the vital role finances play not only in the big picture but also in the everyday lives of those we serve.
Born and raised in East Tennessee, I’m a Maryville College graduate and proud to call this region home. I love exploring the natural beauty of Tennessee through hiking, fishing, and outdoor adventures that keep me connected to the place I love.
