Mackenzie Pulte Junior Portfolio Manager Mackenzie has been with the Formidable team since early 2024, contributing her skills and passion to the research team before coming on full time as a Junior Portfolio Manager. A Cincinnati native and alumna of Saint Ursula Academy, she went on to earn both her Master of Science [...]
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 [...]
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, [...]
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 [...]
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 [...]
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, [...]
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 [...]
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 [...]
Randi YeagerSENIOR CLIENT SERVICE ASSOCIATE As a Senior 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 all [...]
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 [...]
