Broker Check

Meet Our Professionals

Brad Kiplinger

President of Kiplinger Wealth Advisors

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Brad, President and Founder of Kiplinger Wealth Advisors, has over 22 years of extensive knowledgebase in the field of financial management. Since its creation in 1998, Brad has overseen the advisory firms' development, implementation,...

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Paul Purcell

Wealth Advisor

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Paul has over 23 years experience in the financial services industry. His expertise is in helping his retiree and pre-retiree clients holistically plan their financial futures.Paul shuns the traditional "cookie-cutter" approach to...

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Sherry Monjar

Registered Office Assistant

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Sherry joined Kiplinger in 2010 as Registered Representative within its Dayton/Springboro branch office. Sherry's practice focuses on retirement and investment planning for pre-retired and retired clients. Her extensive financial...

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Regina Pratt

Client Relations - Cleveland/Strongsville Office

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Reggie Pratt has over 25 years experience of investment advisory customer service. She began her career at Edward Jones as a branch office administrator. She joined Kiplinger in Strongsville, Ohio in June of 1999. Reggie manages...
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Tyler Purcell

Registered Office Assistant - Springboro Office

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Tyler has been in the financial services industry for 3 years. He joined Kiplinger in September 2014. He previously served as a Financial Advisor for Merrill Lynch. He graduated from Ohio Dominican University in Columbus, Ohio with a...

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Douglas Koogler

Investment Advisor Representative