Jim Gaunt SR. PORTFOLIO MANAGER Jim is a Senior Portfolio Manager with 25 years of experience in financial services. He joined Formidable in 2017 and manages asset portfolios for individuals, charities, and businesses. Jim’s practice is to build and enhance accumulating assets, and to preserve and aid in the tax efficient transfer of [...]
Krysten Taylor CFO Krysten is the Chief Financial Officer at Formidable. She has been with the firm since its founding and has worked with its CEO, Will Brown, since 2011. Krysten has been instrumental in the growth and development of the firm, and continues to be a valuable resource for clients, advisors and [...]
Ben Siefring, CFP®, ChFC®, LUTCF SR. PORTFOLIO MANAGER Ben is a CERTIFIED FINANCIAL PLANNER® with more than a decade 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 mortgages, [...]
Arielle Torbeck, CFP® PORTFOLIO MANAGER Arielle is a CERTIFIED FINANCIAL PLANNER® with nearly a decade of experience in the financial industry. She finds great reward in her mission of helping her clients through life's many transitions, guiding them to make wise decisions by creating personalized strategies and plans to help them reach their financial [...]
Adam Eagleston, CFA Chief Investment Officer Adam Eagleston, CFA, is the Chief Investment Officer for Formidable with over 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 [...]
Chelsea Weller Client Service Associate Chelsea has 20+ years of experience in luxury brand sales and high net worth client services. She is no stranger to the world of finance and grew up attending client meetings, licking stamps and stuffing envelopes for her father—a retired private wealth manager and estate planner. Chelsea is [...]
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 [...]
Enzo Allwein JR. 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 in [...]
