Set 1

Terri Connelly

2021-05-11T05:16:43+00:00

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 [...]

Terri Connelly2021-05-11T05:16:43+00:00

Will Brown

2021-05-11T05:17:48+00:00

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 [...]

Will Brown2021-05-11T05:17:48+00:00

Jason Wainscott

2021-05-11T05:18:19+00:00

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 [...]

Jason Wainscott2021-05-11T05:18:19+00:00

Devon Berta

2021-06-08T15:52:23+00:00

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 [...]

Devon Berta2021-06-08T15:52:23+00:00

David Henning

2021-05-11T05:22:02+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 Henning2021-05-11T05:22:02+00:00

Tim Begley

2021-05-11T05:22:26+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 Begley2021-05-11T05:22:26+00:00

Danielle Dailey

2021-05-11T05:24:02+00:00

Danielle Dailey Research and Process Analyst Danielle is a Research and Process Analyst with experience in client-facing finance, strategy, and operations. Danielle began her career in business consulting with a Big 4 public accounting firm. Before joining Formidable, she contributed to strategic process initiatives as a Finance and Operations Analyst for financial [...]

Danielle Dailey2021-05-11T05:24:02+00:00

Hank Brightwell

2021-05-11T05:18:57+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 Brightwell2021-05-11T05:18:57+00:00