Broker Check

Meet Our Professionals

Brad Kiplinger

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,...

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Douglas Koogler

Investment Advisor Representative

Paul Purcell

Senior Wealth Advisor

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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Regina Pratt

Client Relations

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

Private Wealth Advisor - Head of Operations

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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