President of Kiplinger Wealth Advisors
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, and monitoring of client investment and financial goal planning strategies.
Brad, along with being an investment advisor representative with Kiplinger Investment Advisors, LLC (a Registered Investment Advisor), is also a Registered Principal with Securities America, Inc. (our Broker/Dealer) whereby serving as OSJ for its (2) branch offices. Brad previously achieved club honors with his current and former broker dealer, being among the leaders and innovators of the highly regarded independent broker/dealers.
Brad is active in several organizations promoting and educating investment and financial goal planning strategies. Brad is currently enrolled in the College of Financial Planning. He is a member of the Financial Planning Association, the Financial Services Institute, and the Estate Planning Council of Cleveland and Dayton. Brad obtained his Bachelors of Science in Economics/Finance from Bowling Green State University.
Brad continually has passion in serving his community by participating on various committees and Boards of Directors. Brad is founding chapter member and Past President of the Rotary Club of Springboro, and past member of the Strongsville Rotary Club. Brad also is a past member the Strategic Plan Team for the Springboro Community City Schools District.
Brad resides in Springboro, Ohio with his wife Rhonda and two children, Brady and Jaret. Brad enjoys free time with his family, coaching travel youth hockey, and when time permits playing golf and ice hockey.