Devon Berta
Sr. Client Service Associate / Client Experience Specialist
Biography
Devon is a Senior Client Service Associate and has been an integral member of Formidable since 2016. She partners closely with the firm’s financial advisors and their clients, serving as a trusted point of contact for both prospective and existing clients at every stage of the relationship. Devon is committed to delivering a client experience defined by trust, precision, and exceptional care.
As the firm’s Client Experience Specialist, she leads corporate gifting and client appreciation initiatives, curating thoughtful experiences that reflect Formidable’s values and foster lasting relationships through personalized service and meaningful impact.
A graduate of the College-Conservatory of Music at the University of Cincinnati, Devon began her career as a professional ballet dancer before transitioning into the financial industry. She brings the discipline, artistry, and attention to detail cultivated through her performing arts background into her work each day. Devon is Life and Health Insurance licensed and continues to expand her professional expertise within the financial field.
Outside the office, Devon is passionate about health and wellness, creative expression, and time spent in nature. She enjoys supporting local businesses, volunteering, and spending time with family and friends. When she’s not exploring Cincinnati’s vibrant food and arts scene, she can often be found gardening or cooking at home.
Education
