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The People Behind Brick & Kyle

​Experience Across Generations. Personal Attention for Every Client.

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Brick & Kyle Associates brings together decades of investment, retirement planning and financial advisory experience with a highly personal approach to client relationships.

Across generations, our team shares a commitment to thoughtful guidance, accessibility and helping clients prepare confidently for the years ahead.

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Three Generations of Brick & Kyle
Experience. Continuity. Perspective.

Three generations of the Brick family are now part of Brick & Kyle Associates.

That continuity brings together decades of experience, established client relationships and a clear succession strategy designed to carry the firm forward while preserving the values on which it was built.

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Edgar (“Topper”) W. Brick

Chairman

 

A nationally recognized expert in financial and retirement planning.  His advice and viewpoints have been widely published in such publications as Employee Benefits News, Pharmaceutical Representative, and American Compensation Association Journal.  

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Andrew W. Brick, CFP®

President & CEO

 

Andrew has been with the firm since 1996.  He has presented numerous seminars for various Fortune 500 Companies including Bristol-Myers Squibb, GlaxoSmithKline, Hershey Foods, United Therapeutics, and Dr. Reddy’s Laboratories.  

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Betty D. Brick

Executive Vice President

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​Specializing in financial planning and portfolio management, Betty has been with the firm since 1992, participating in both individual financial planning as well as corporate financial education services.

OUR ADVISORY TEAM

Experience Across Financial Disciplines

Brick & Kyle’s advisory team brings together experience in investment management, retirement planning, financial planning, insurance counseling and client service.

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James D. Lewers, CFP®

Senior Vice President

​James D. Lewers is a Senior Vice President with Brick & Kyle Associates, Inc. He is a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC).

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Ian A. Brick, CFP®

Financial Advisor

Ian A. Brick is a Financial Advisor with Brick & Kyle Associates, Inc. He is a CERTIFIED FINANCIAL PLANNER® Professional and Investment Advisor Representative, holding the Series 65 license. 

TECHNOLOGY & CLIENT SUPPORT

Supporting the Client Experience

Brick & Kyle’s advisory team brings together experience in investment management, retirement planning, financial planning, insurance counseling and client service.  Strong client service depends on more than investment management alone.​ Technology, communication, administration and day-to-day support all play an important role in maintaining the level of personal service Brick & Kyle seeks to provide.

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Arlene P Cullen

Director of Technology

 

Arlene joined Brick & Kyle Associates as an IT professional with 25 years of experience in designing, implementing, and maintaining dynamic technology topographies.  

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Elizabeth Gisondi

Operations Manager

 

Liz is our Office Manager with over 30 years of experience. She focuses on managing the daily business operations and administration to ensure a safe, compliant, and productive workplace. 

One Team. One Commitment.
Personal Service Starts With Knowing the People You Serve.

Brick & Kyle’s approach is collaborative and relationship-driven.

 

​Our team takes the time to understand each client’s investment needs, retirement objectives, risk considerations and changing circumstances.

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Clients work with professionals who know their situation and remain accessible when questions arise.

That commitment to personal service has been part of Brick & Kyle for more than four decades.

Built for the Long Term

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Experience Today. Continuity for Tomorrow.

With three generations of family involvement and an experienced professional team, Brick & Kyle has built succession planning into the future of the firm.

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That continuity is particularly meaningful for clients whose own financial lives may span generations.

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As the firm evolves, the objective remains the same: preserve the relationships, experience and personal service that have defined Brick & Kyle since 1984 while preparing the firm for the years ahead.

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Start a Conversation
Meet the People Who Will Take the Time to Know You.

A strong advisory relationship begins with trust, communication and understanding.

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We welcome the opportunity to learn more about your goals and introduce you to the Brick & Kyle team.

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