Tung Nguyen RESEARCH ANALYST Tung is a Research Analyst who has always been curious about how the stock market works and its capacity to create wealth. At Formidable, Tung gathers reams of data on businesses and funds, crunches numbers, assesses the strength and weaknesses of companies and provides our financial advisors with thorough, up-to-date [...]
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So far Dave Bruck has created 16 blog entries.
Devon Berta OFFICE ADMINISTRATOR As Formidable Asset Management’s Office Administrator, Devon Berta is often the first point of contact for the firm’s clients. She is an invaluable member of the staff, assisting clients and advisers, preparing communications, coordinating events, and serving as the go-to team member. Devon is dedicated to serving clients in a [...]
Ben Siefring, CFP®, ChFC®, LUTCF PORTFOLIO MANAGER Ben is a Certified Financial Planner with more than eight years of experience creating financial blueprints for individuals, families and small-business owners. He takes a comprehensive approach to planning, going beyond solely looking at return on investments to assess his clients’ entire financial picture, including mortgages, debt [...]
Tom Moore Chief Technology Officer Tom is the Chief Technology Officer of Formidable Asset Management, and long-time friend of Will Brown. He has over 25 years of experience in business strategy, technology, and cybersecurity leadership having put in a decade in “Big 5” management consulting, before taking a leadership role with a Fortune [...]
Randi Yeager CLIENT SERVICES ASSOCIATE As a client service associate, Randi has opportunities to meet nearly every client of Formidable Asset Management. Randi is at the nerve center of the firm, helping to resolve clients’ concerns, assisting clients on account information, communicating with new and prospective clients to establish new accounts and assisting [...]
Jim Gaunt SR. PORTFOLIO MANAGER Jim is a Senior Portfolio Manager with 20 years of experience in financial services. He joined Formidable in 2017 and manages asset portfolios for individuals as well as institutions, municipalities and businesses. Jim’s goal is to build and preserve wealth, and he works closely with his clients to [...]
COMPREHENSIVE INVESTING Young Professionals While most of us live a day-to-day lifestyle, retirement planning should be a top priority, no matter how old you are. The more you can save for retirement, the better your chances of retiring comfortably. So here are a few things to look for as you get started. Set [...]
COMPREHENSIVE INVESTING Couples While most of us live a day-to-day lifestyle, retirement planning should be a top priority, no matter how old you are. The more you can save for retirement, the better your chances of retiring comfortably. So here are a few things to look for as you get started. Set retirement [...]
COMPREHENSIVE INVESTING Family Planning Parenthood can be both wonderfully rewarding and frighteningly challenging. Children give gifts only a parent can understand--from sticky-finger hugs to heartfelt pleas to tag along on Saturday morning errands. You raise them with a clear goal that you secretly dread will actually take place--that someday they will be grown, [...]
Tim Begley, CFP® PORTFOLIO MANAGER Tim is a Portfolio Manager and works with Formidable’s clients to build long-term, individualized financial plans. Tim is a Certified Financial Planner who views his clients’ financial pictures on a case-by-case basis, working to understand their preferences, their risk tolerance and goals, and then creating a personalized, strategic plan. [...]