About Dave Bruck

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So far Dave Bruck has created 23 blog entries.

David Henning


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


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


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


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


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

Carlo Bronzie


Carlo Bronzie Advisor Trainee Carlo is a student at the University of Cincinnati, working towards degrees in Finance and Economics. A native of Cincinnati and an alumnus of Walnut Hills High School, Carlo is pursuing a career in wealth management, driven by his interests in learning and helping others. At UC, Carlo co-founded [...]

Carlo Bronzie2024-05-28T13:40:39+00:00

Enzo Allwein


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

Pam Dickman


Pam Dickman RECEPTIONIST & ADMINISTRATIVE ASSISTANT Pam is a Cincinnati native, having grown up in Loveland and now residing in Oakley. Pam is a Xavier university graduate earning a BA in International Business. Pam has worked in the financial services sector since 2022, having previously worked in commercial real estate in Denver, CO. In [...]

Pam Dickman2024-02-24T18:43:19+00:00

Tom Moore


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


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