Terri Connelly FINANCIAL ADVISOR & SR. 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 financial planning, [...]
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 over 30 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 [...]
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 [...]
Devon Berta SENIOR CLIENT SERVICE ASSOCIATE / CLIENT EXPERIENCE SPECIALIST Devon is a Senior Client Service Associate licensed in Life and Health insurance and has been with Formidable since 2016. She enjoys meeting people of all different backgrounds and industries. Working closely with every financial advisor at the firm and their [...]
David Henning, CFP® SR. PORTFOLIO MANAGER David is a Senior Portfolio Manager with 28 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 [...]
Tim Begley, CFP® SR. PORTFOLIO MANAGER Tim is a Senior Portfolio Manager with 17 years of experience in partnering with individuals, families, and small business owners to create financial plans that are tailored to the specific needs and preferences of each client. Tim takes a comprehensive approach to planning - taking the time to [...]
Hank Brightwell SR. PORTFOLIO MANAGER Hank is a Senior Portfolio Manager with over 30 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 [...]
Carlo Bronzie Junior Portfolio Manager 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, [...]
