Your Planning Team

Nelson Brittain

Financial Planner and Agribusiness Specialist

BS degree, 1996, (Forestry) from University of Tennessee (Knoxville); MBA (Finance) degree, 2001,  from the University of Tennessee (Knoxville).


Heather Brittain--Practice Manager

BS Degree, 1996 (Education) from University of Tennessee, Chattanooga

 

 

Ken Shipley--Planner

B.S. Degree, (Science), University of Tennessee (Knoxville), 1992; CFP, 2002.

 

 

National Resources

 

 

ROBERT E. APPEL, J.D.*, LL.M., MBA Second Vice President of National Design/Advanced Planning

  • Member of the American and Connecticut Bar Associations.
  • BS degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; MBA (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.

 

 

 

 

RUSSELL G. JONES

Executive Director, Sagemark Consulting Private Wealth Services

  • Primary area of expertise is developing key concepts and strategies for the high net worth market.
  • Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation's Annual Estate Planning Forum, GAMA International's LAMP meeting, NAIFA and numerous technical and internal Lincoln business management sessions.

 

TIMOTHY S. JOHNSON, J.D.*, CRPC®

Chief Investment Strategist

  • Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.
  • BA in Political Science from Lipscomb University in 1981and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.

D. WILEY MOODY

Director of Financial Planning & Member of the Investment Strategy Group

  • Primary area of expertise is the strategy and philosophy of investment planning and wealth management, focused on asset allocation, vehicle selection, and behavioral economics.
  • Degree from Middle Tennessee State University, regular speaker at national events, and member of Lincoln's Steering Committee and Investment Strategy Group.