My Role:
Brian has been in the financial services industry for over 39 years, serving as a Private Wealth Advisor, specializing in personal estate and business succession planning. While sharing a practice with his daughter, Brooke Gypson, as well as JR Yaiser and Scott Gypson, he focuses on working with business owners as well as retired individuals.
Work History:
After graduating from college, Brian has spent his entire career helping clients achieve their financial objectives through planning that begins with understanding the clients’ assets and objectives then offering observations and solutions in order to help them reach their financial goals. Brian began his career with Connecticut General which became Cigna and then Lincoln Financial. He embraces the ideology of serving the client first, last and always and allows the compensation to take care of itself. Brian joined IronBridge in 2023 and looks forward to continuing to serve his clients while enjoying working closely with family members in their practice.
Where I Come From:
Brian is a native of Western New York and resides with his wife, Carol, on their small horse ranch. He enjoys riding horses, hiking and boating. He is honored to have been a husband for 34 years, a Dad of 6 children and now Pop Pop to 9 grandchildren. While active in his church, he also looks to give back to his community. In addition, he has a passion for classic automobiles and antiques.
Education:
Brian attended Erie Community College and then went on to Canisius College in Buffalo, NY. Brian has his Life and Health Insurance License as well as his Series 6, 22, 63 and 65 certifications.
My Why:
Brian has spent the majority of his life in the financial services industry but has never forgotten where he came from. He uses that as motivation and continues to look forward to meeting new people and helping them achieve their life goals and provide a legacy to future generations.