Broker Check

501 Lafayette Drive
Oak Ridge, TN 37830

Y12 Investment Partners

865-482-4301

 

Our Mission Statement

Our mission statement is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor. We aim to accomplish this through education, training integrity, and outstanding client service.