Ken A. Shipley, CFP®
865.985.0406
Nelson Brittain, MBA
865.410.0151
Nick Weissfeld
865.985.0406

 

StoneBridge Advisors, Inc.
10420 Jackson Oaks Way, Suite 102
Knoxville, TN 37922
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Meet Our Team

Ken A. Shipley, CFP®

Phone

865.985.0406

Email Address

Ken.Shipley@LFG.com

Ken has been a comprehensive fee-based financial planner since entering the industry in 1999. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, concentrating on an integrated analysis of financial independence, estate planning, charitable giving techniques, investment management, business succession planning, corporate fringe benefits planning, tax reduction strategies, and personal / corporate risk management. He uses his knowledge, experience, and sophisticated support systems to determine the appropriate financial strategies for all clients, including business owners, executives, and retirees.

Ken possesses excellent listening skills and understands that he cannot begin to design an effective achievable plan of action until he knows his clients' needs and wishes.

Furthermore, he has the ability to communicate complex concepts simply, and takes personal pride in facilitating discussions that allow his clients to reach their own solution pathways after being given full disclosure of the benefits and consequences of each alternative. Ken's experience, active involvement in the industry, and continuing education provide a mechanism for the development of creative and practical strategies for all situations. His forthrightness and integrity lead his communication at all times.

Ken has been consistently recognized for his advanced levels of service and production. He has been a President's Cabinet* Member (2011-present) and member (2005-present) of Sagemark Consulting Private Wealth Services**, a division of Lincoln Financial Advisors. Ken is also an invited member of The Resource Group (2016-present), which is made up of an organization of Lincoln Financial Advisor's top 200 advisors nationally. This network of financial planners allows Ken access to sophisticated solutions and education, and these resources provide personal legacy changing solutions and techniques.

Ken is actively involved in a number of local organizations, including the Knoxville Estate Planning Council and The Legacy Centre. Ken earned a Bachelor of Science degree in 1992 from the University of Tennessee. He is an Investment Advisor Representative, holds Series 7 and 66 licenses, and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2002.

*LFN President's Cabinet member, which is an internal award is based on sales as well as good standing with the firm and FINRA. 
**Sagemark Private Wealth Services is an internal Lincoln Financial Network organization of top planners

 

Nelson Brittain, MBA

Phone

865.410.0151

Email Address

Nelson.Brittain@LFG.com

Nelson has been a comprehensive fee-based financial planner since entering the industry in 2010. He believes very strongly in the value of planning for financial success. Nelson’s mission is to make sure that his clients have a very clear, step-by-step roadmap to achieving their financial dreams for their families.

As a former Special Operations soldier in the U.S. Army, he understands that, though the plan often doesn’t survive the first skirmish, the exercise of planning is essential for determining long term success in any endeavor. In order to win the battle, first you must understand your objective, what you are trying to achieve; then you must accurately assess your own capabilities, then measure them against the known risks and challenges, and formulate strategies to overcome those obstacles. Only then can you reach financial independence, have the retirement income you dreamed of, ensure that your legacy is secure, and pass on those values.

Nelson is very passionate about investor education, and believes that his clients value the relationship he has with them for two primary reasons: firstly, not only do they achieve more than they planned for, but they also own their outcomes because they have a thorough grasp of how their plan is designed and why each facet is critical to the entire system.

Nelson is actively involved in the Farragut/West Knox Chamber of Commerce. Nelson earned a Bachelor of Science degree in 1996, and a Master of Business Administration in 2002, from the University of Tennessee. He is an Investment Advisor Representative and holds Series 7 and 66 licenses.

 

Nick Weissfeld

Phone

865.985.0406

Email Address

Nicholas.Weissfeld@LFG.com

Nick has been a lifelong resident of Knoxville, TN and resides in the Rocky Hill area with his wife (Beth) and their two boys (Eli and Miles). After going away for school and graduating with a degree in Finance from Missouri State University, he came back to Knoxville and entered into the insurance business as a consultant to other advisors to design and sell large insurance cases. In 2011, he entered the retail side of the business and has been a comprehensive fee-based financial planner since.

Nick concentrates on business planning by using an integrated analysis of benefit plans (Medical, Dental, and Vision), group benefits (Life and Disability), voluntary benefits (Accident, Cancer, Critical Illness, etc), and retirement plans (401(k), SIMPLE IRA, SEP, 403(b), etc). He then marries that analysis with the business owner’s goals of financial independence, estate planning, charitable giving techniques, investment management, business succession planning, tax reduction strategies, personal / corporate risk management, and employee recruit / retain strategies. He uses his knowledge and experience to best help his clients put the benefits puzzle together while integrating their needs into the overall solution.

Nick understands that he cannot begin to design an effective achievable plan of action until he knows his clients' needs and wishes, so that is always his first goal. Once those needs and wishes are known, he has the ability to communicate complex concepts simply to HR managers, plan administrators, business owners, and employees. He takes personal pride in facilitating discussions that allow his clients and their employees to be covered in all situations and put together a benefits package that meets everyone’s needs. He also loves to work as a team with Ken and Nelson as each situation develops.

Once he has accomplished his clients’ goals for the week, Nick enjoys coaching his boy’s teams and can be found anywhere they are playing in East Tennessee and surrounding areas with his wife in tow.

 

Tanya Vodila

Phone

865.985.0406

Email Address

Tanya.Vodila@LFG.com

Tanya Vodila has worked as a Practice Manager for over 17 years with Lincoln Financial Advisors and has been with the StoneBridge Advisors team since 2014. She is FINRA registered with a Series 6 license which enables her to make mutual fund trades for clients. Originally from Aurora, OH, Tanya and her husband, Steve, reside in Kingston, TN. She is a mother of twin daughters and is an active member of Morrison Hill Christian Church in Kingston.

 

Heather Brittain

Practice Manager for Nelson Brittain, MBA

Phone

865.410.3502

Email Address

Heather.Brittain@LFG.com

Heather Brittain spent twenty years as a teacher before deciding to enter the financial world several years ago. Originally from Knoxville, Heather and her husband, Nelson, reside in Knoxville, TN. She and her husband have a unique family with six children between them; Heather has two biological children, Nelson has two biological children, and Heather has two adult children who were adopted from the Ukraine.

 

 

 

 

Gloria Shipley

Phone

865.985.0406

Email Address

Gloria.Shipley@LFG.com

Gloria graduated from the University of Tennessee in 1999 with a BS in Chemical Engineering. Upon graduation, she accepted a position at Merck & Co., Inc. in Albany, GA. She held various positions at Merck’s pharmaceutical manufacturing facility until her resignation in 2005 after the birth of her son, Lane. Her responsibilities there included oversite of day-to-day manufacturing operations, ensuring adherence to regulatory agency requirements, such as the FDA and the EPA, and coordination of relations between the plant management staff and the union elected officials for the hourly operating staff.

After resigning from Merck & Co., Inc. in 2005 to be a stay-at-home mother, Gloria continued on this path until Lane was in school full time for 1st grade in 2011. At that time, Gloria decided to take on a full time role in the family financial practice, Sagemark Consulting. Since 2011, she has served as the Practice Manager for StoneBridge Advisors, and more recently, the Director of Business Development. Gloria holds Series 7 and Series 66 licenses, in addition to being Life and Health Insurance Licensed. She supports Ken Shipley to offer comprehensive financial planning services to individuals and business owners.

Gloria believes that clients should walk away from StoneBridge Advisors feeling empowered with knowledge, confident of the decisions that have been made with their advisor, knowing that they received appropriate sound advice motivated by meeting the clients’ agenda and needs, and that our staff desires to serve them in an unparalleled manner.

Gloria was born in 1977 in Kingsport, TN. She currently resides in Knoxville, TN.

Gloria Shipley is a registered representative who supports Ken Shipley a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.