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About Dave Bruck

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So far Dave Bruck has created 17 blog entries.

Adam Eagleston

2020-06-17T03:41:09+00:00

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, [...]

Adam Eagleston2020-06-17T03:41:09+00:00

Devon Berta

2020-05-07T14:28:29+00:00

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 [...]

Devon Berta2020-05-07T14:28:29+00:00

Ben Siefring

2020-05-07T14:28:29+00:00

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 [...]

Ben Siefring2020-05-07T14:28:29+00:00

Tom Moore

2020-05-07T14:28:29+00:00

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 [...]

Tom Moore2020-05-07T14:28:29+00:00

Randi Yeager

2020-05-07T14:28:29+00:00

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 [...]

Randi Yeager2020-05-07T14:28:29+00:00

Young Professionals

2020-05-07T14:28:29+00:00

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 [...]

Young Professionals2020-05-07T14:28:29+00:00

Couples

2020-05-07T14:28:29+00:00

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 [...]

Couples2020-05-07T14:28:29+00:00

Family Planning

2020-05-07T14:28:29+00:00

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, [...]

Family Planning2020-05-07T14:28:29+00:00

Tim Begley

2020-05-07T14:28:29+00:00

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 [...]

Tim Begley2020-05-07T14:28:29+00:00

David Henning

2020-05-07T14:28:29+00:00

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 [...]

David Henning2020-05-07T14:28:29+00:00