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 [...]
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So far Dave Bruck has created 17 blog entries.
Terri Connelly FINANCIAL ADVISOR & SENIOR PORTFOLIO MANAGER Terri is a Financial Advisor and Senior Portfolio Manager with over 28 years of experience in investment management and financial planning. Terri works closely with clients on all aspects of managing their investments and financial planning. She works with families on multi-generational planning, divorce [...]
Krysten Taylor CFO Krysten is the Director of Client Services and Chief Financial Officer at Formidable. She has been with the firm since it was founded and has worked with Will Brown since 2011. Krysten has been instrumental in the growth and development of the firm and has been a valuable resource for [...]
Will Brown CEO/MANAGING PARTNER Will is the managing partner and chief executive officer of Formidable Asset Management, and founded the firm in 2013. He has nearly 25 years of experience in the financial management industry, having previously worked for a large retail brokerage. A life-changing event more than 12 years ago set Will [...]
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 [...]
Jason Wainscott COO & GENERAL COUNSEL Jason is Formidable’s Chief Operating Officer and General Counsel. He works with the team on day-to-day operations while also administering Formidable’s SEC compliance program, and maintaining the firm’s policies, procedures and code of ethics. Jason works to ensure that operations are transparent—ensuring the firm’s clients have enough [...]
Randi Yeager DIRECTOR OF CLIENT SERVICES As Director of Client Services, 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 [...]
Devon Berta CLIENT SERVICE ASSOCIATE As Formidable Asset Management’s Client Service Associate, 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 advisors, preparing communications, coordinating events, and serving as the go-to team member.Devon is dedicated to serving clients in [...]
David Henning, CFP® SR. PORTFOLIO MANAGER David is a Senior Portfolio Manager with 23 years of experience in financial planning. He is a Certified Financial Planner who takes a holistic approach to working with his clients so they can achieve the goals they have for their lives and their finances. Starting with an [...]
Adam Eagleston, CFA Chief Investment Officer Adam Eagleston, CFA, is the Chief Investment Officer for Formidable with over 22 years of investment experience. Prior to joining Formidable Adam was a Principal and Portfolio Manager for Opus Capital, and served as a Vice President and Senior Portfolio Manager for Huntington National Bank. Additionally, [...]