(937) 886-1442 Home About Us Resource Center Client Center Tools Contact MEET OUR PROFESSIONALS Brad Kiplinger President of Kiplinger Wealth Advisors brad@kipinvest.com 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,... Read more Paul Purcell Wealth Advisor paul@kipinvest.com 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... Read more Sherry Monjar Registered Office Assistant sherry@kipinvest.com 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... Read more Regina Pratt Client Relations - Cleveland/Strongsville Office reggie@kipinvest.com 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... Read more Tyler Purcell Registered Office Assistant - Springboro Office tyler@kipinvest.com 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... Read more Douglas Koogler Investment Advisor Representative Contact Kiplinger Wealth Advisors Office: (937) 886-1442 Fax: (937) 886-1664 325 N Main Street Suite 202 Springboro, OH 45066 brad@kipinvest.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Advisory services offered through Kiplinger Wealth Advisors. Securities offered through Securities America, Inc. Member FINRA/SIPC. Kiplinger Wealth Advisors and Securities America, Inc. are separate companies. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.