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 [...]
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 [...]
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 [...]
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, [...]
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 [...]
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 [...]
