dbruck

About Dave Bruck

This author has not yet filled in any details.
So far Dave Bruck has created 21 blog entries.

David Henning

2024-01-04T19:33:07+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 Henning2024-01-04T19:33:07+00:00

Adam Eagleston

2024-02-06T17:04:47+00:00

Adam Eagleston, CFA Chief Investment Officer Adam Eagleston, CFA, is the Chief Investment Officer for Formidable with nearly 25 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, he [...]

Adam Eagleston2024-02-06T17:04:47+00:00

Tim Begley

2024-01-26T15:35:21+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 Begley2024-01-26T15:35:21+00:00

Shelley Anthony

2024-01-04T19:36:30+00:00

Shelley Anthony RESEARCH & OPERATIONS ANALYST Shelley has an extensive background in research and operations and brings excellent research and analytical skills to the team at Formidable. Originally from Springfield, Ohio—Shelley has lived and worked around the world for over 25 years as a researcher and marine biologist in such places as the [...]

Shelley Anthony2024-01-04T19:36:30+00:00

Hank Brightwell

2024-01-04T19:30:58+00:00

Hank Brightwell SR. PORTFOLIO MANAGER Hank is a Senior Portfolio Manager with 27 years of experience in the financial management business. He takes a comprehensive approach to wealth management, beginning with in-depth planning that takes a broad view of his client’s financial picture. That includes trust and estate planning, and meeting with [...]

Hank Brightwell2024-01-04T19:30:58+00:00

Enzo Allwein

2024-01-04T19:37:25+00:00

Enzo Allwein JUNIOR PORTFOLIO MANAGER Enzo joined the Formidable team in 2022, working with the research team before coming on full-time in 2023 as a Junior Portfolio Manager after graduating from the University of Cincinnati. At UC, Enzo earned his Bachelor of Finance with a concentration in Financial Planning and was actively involved [...]

Enzo Allwein2024-01-04T19:37:25+00:00

Tom Moore

2024-01-04T19:39:09+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 Moore2024-01-04T19:39:09+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