Set 2

Danielle Dailey


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 Dailey2021-03-31T18:50:35+00:00

Chelsea Weller


Chelsea Weller Client Service Associate Chelsea has 15 years of experience in luxury brand sales and high net worth client services. She is no stranger to the world of finance; Chelsea grew up attending client meetings, licking stamps and stuffing envelopes for her father—a retired private wealth manager and estate planner. Chelsea [...]

Chelsea Weller2020-07-17T13:34:09+00:00

Shelby Cottrell


Shelby Cottrell Administrative Coordinator As Formidable Asset Management’s Administrative Coordinator, Shelby Cottrell is often the first point of contact for the firm’s clients. Shelby is an invaluable member of the staff, assisting clients and advisors, preparing communications, coordinating events, and serving as the go-to team member. Shelby is new to the financial services field. [...]

Shelby Cottrell2021-02-22T22:43:10+00:00

Adam Eagleston


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


Devon Berta ADMINISTRATIVE COORDINATOR As Formidable Asset Management’s Administrative Coordinator, 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 a positive and [...]

Devon Berta2020-08-03T15:28:24+00:00

Ben Siefring


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 Siefring2020-07-15T15:16:05+00:00

Randi Yeager


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

Krysten Taylor


Krysten Taylor CFO Krysten is the Director of Client Services and Chief Financial Officer at Formidable. She has been with the firm since it was founded and has worked with Will Brown since 2011. Krysten has been instrumental in the growth and development of the firm and has been a valuable resource for [...]

Krysten Taylor2020-03-05T18:17:52+00:00

Jim Gaunt


Jim Gaunt SR. PORTFOLIO MANAGER Jim is a Senior Portfolio Manager with 20 years of experience in financial services. He joined Formidable in 2017 and manages asset portfolios for individuals as well as institutions, municipalities and businesses. Jim’s goal is to build and preserve wealth, and he works closely with his clients to [...]

Jim Gaunt2020-03-05T18:21:53+00:00