Meet Your Team
Financial Professional, CFP®
East Tennessee Roots…
At Y12 Investment Partners, we are here to serve the membership of Y-12 Federal Credit Union and the communities of Greater Knoxville by building client relationships that stand the test of time.
To be the partner our members trust for expert advice
and smart financial solutions for every stage of life.
Helpful articles and information
Wealth Due to Inheritance
If you’re the beneficiary of a large inheritance, you may find yourself suddenly wealthy. Even if you expected the inheritance, you may be surprised by the size of the...
Planning for Marriage
Planning for marriage encompasses more than just deciding whether to serve chicken at the reception and whether you should take a honeymoon cruise. If you are planning for marriage,...
Five Questions about Long-Term Care
Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care: Skilled care: Generally...