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Edgar
(“Topper”) W. Brick is President
of Brick & Kyle Associates, Inc. and 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. Prior to creating Brick
& Kyle Associates, Mr. Brick was a Senior
Vice President with PaineWebber, Inc. where
he managed 800 accounts with $60 million in
assets. He graduated from Lafayette College
with a B.A. degree in International Affairs.
He is a Certified Financial Planner (CFP®),
a Registered Representative and Investment
Advisor. Throughout his career, he has developed
a reputation as a dynamic and charismatic
speaker, even with traditionally dry subjects
like financial planning. He has presented
over 500 employer-sponsored financial planning
seminars for such companies as Bristol-Myers
Squibb, GlaxoSmithKline, Rohm and Haas, BBDO/NY,
SONY and Hershey Foods.
Betty D. Brick is Executive Vice President
of Brick & Kyle Associates, Inc., specializing
in financial planning and portfolio management.
She has been with the firm since 1992, participating
in both individual financial planning as well
as corporate financial education services.
Mrs. Brick is an Investment Advisor as well
as a Registered Representative. She has also
completed all required course work for the
Certified Financial Planning designation.
Prior to joining Brick & Kyle Associates,
Mrs. Brick lived in the Middle East for 14
years, working in various administrative and
financial related positions. Mrs. Brick is
a graduate of Alfred College in Alfred, New
York.
Andrew W. Brick is a Senior Vice President
with Brick & Kyle Associates and has been
with the firm since 1996. He is a Certified
Financial Planner (CFP®), an Investment
Advisor, as well as a Registered Representative.
Prior to joining the company, Mr. Brick worked
in the Mutual Fund sales division of PaineWebber.
He is a graduate of Trinity University and
an active member of the Philadelphia Chapter
of the Financial Planning Association.
James D. Lewers is a Vice President
with Brick & Kyle Associates, and is both
a Certified Financial Planner (CFP®) as
well as a Chartered Life Underwriter (CLU).
Mr. Lewers is also a Registered Representative
(holding Series 7, 24, 63, and 65 securities
licenses) as well as an Investment Advisor.
In addition, he holds an insurance license
in New York, New Jersey, Pennsylvania, and
Delaware. He specializes in financial planning,
insurance counseling and investment management.
Prior to joining Brick & Kyle Associates,
Mr. Lewers worked for numerous financial institutions,
including A.G. Edwards, Swiss Insurance Group
and Continental Insurance. He received his
B.S. in Economics from Fairfield University
in Fairfield, CT.
Walter V. Kipp is a Retirement Specialist
with Brick & Kyle Associates. Mr. Kipp
joined the firm in 1998, after retiring from
Bristol-Myers Squibb after 31 years of service.
There, he held various positions in human
resources, with primary responsibility for
benefits administration and employee education.
In this capacity, he conducted ongoing pre-retirement
planning seminars for the company, which were
attended by more than 2,500 BMS employees.
He has continued in a consulting capacity
with BMS since joining Brick & Kyle, where
he has had the opportunity to conduct his
popular seminars for other corporate clients.
Mr. Kipp holds both his BA and MBA from Fairleigh
Dickinson University.
Jonathan W. Kallen is a Senior Portfolio
Manager with Brick & Kyle Associates.
He is an Investment Advisor as well as a Registered
Representative. He is currently a Chartered
Financial Analyst Level 1 Candidate. Mr. Kallen
has been a member of the Brick & Kyle
staff since 1997, specializing in portfolio
management. He is holds a BS from Pennsylvania
State University.
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