Set 2

Jim Gaunt

2021-05-11T05:16:30+00:00

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 Gaunt2021-05-11T05:16:30+00:00

Krysten Taylor

2021-05-11T05:17:19+00:00

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 Taylor2021-05-11T05:17:19+00:00

Ben Siefring

2021-05-11T05:19:48+00:00

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 Siefring2021-05-11T05:19:48+00:00

Randi Yeager

2021-09-08T15:51:52+00:00

Randi Yeager DIRECTOR OF CLIENT SERVICES 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 [...]

Randi Yeager2021-09-08T15:51:52+00:00

Shelby Cottrell

2021-06-08T15:48:05+00:00

Shelby Cottrell Administrative Coordinator Shelby is the Administrative Coordinator for Formidable Asset Management and has been associated with the team since 2019. A role that is at the heart of the firm, she is often the first point of contact for the clients.Serving as an invaluable member of the company, Shelby wears a hat [...]

Shelby Cottrell2021-06-08T15:48:05+00:00

Adam Eagleston

2021-05-11T05:20:50+00:00

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 Eagleston2021-05-11T05:20:50+00:00

Chelsea Weller

2021-05-11T05:28:54+00:00

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 Weller2021-05-11T05:28:54+00:00

Jacob Fry

2021-05-11T05:23:13+00:00

Jacob Fry Research Analyst Jake is a Research Analyst at Formidable Asset Management and plays a key role in the due diligence and research the firm carries out for our clients. He earned his Bachelor of Science from the University of Notre Dame, where he gained a variety of experiences, including veterinary [...]

Jacob Fry2021-05-11T05:23:13+00:00