The Team

Will Edwards

2020-10-01T19:58:05+00:00

Will Edwards Portfolio Manager Will has over five years of experience in financial services—specializing in customized financial plans for individuals, families, estates, and business owners.Will not only wants to help you and your family, or your business achieve their financial dreams, but he wants to make sure you’re provided an incredible customer experience along [...]

Will Edwards2020-10-01T19:58:05+00:00

Chelsea Weller

2020-07-17T13:34:09+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 Weller2020-07-17T13:34:09+00:00

Racheal Jetter

2020-07-15T15:40:20+00:00

Racheal Jetter Marketing Coordinator As Formidable Asset Management’s Marketing Coordinator, Racheal Jetter serves as the bridge between valued incoming clients and our advisers. She assists in building and maintaining relationships, as well as corporate communications. Racheal has spent the past 11 years focused on client service in the financial industry. Embracing core values [...]

Racheal Jetter2020-07-15T15:40:20+00:00

Tom Moore

2020-08-18T21:18:54+00:00

Tom Moore Chief Technology Officer Tom is the Chief Technology Officer of Formidable Asset Management, and long-time friend of Will Brown. He has over 25 years of experience in business strategy, technology, and cybersecurity leadership having put in a decade in “Big 5” management consulting, before taking a leadership role with a Fortune [...]

Tom Moore2020-08-18T21:18:54+00:00

Adam Eagleston

2020-06-17T03:41:09+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 Eagleston2020-06-17T03:41:09+00:00

Devon Berta

2020-08-03T15:28:24+00:00

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

2020-07-15T15:16:05+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 Siefring2020-07-15T15:16:05+00:00

Randi Yeager

2020-05-07T14:28:29+00:00

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

Tim Begley

2020-05-07T14:28:29+00:00

Tim Begley, CFP® PORTFOLIO MANAGER Tim is a Portfolio Manager and works with Formidable’s clients to build long-term, individualized financial plans. Tim is a Certified Financial Planner who views his clients’ financial pictures on a case-by-case basis, working to understand their preferences, their risk tolerance and goals, and then creating a personalized, strategic [...]

Tim Begley2020-05-07T14:28:29+00:00

David Henning

2020-05-07T14:28:29+00:00

David Henning, CFP® SR. PORTFOLIO MANAGER David is a Senior Portfolio Manager with 23 years of experience in financial planning. He is a Certified Financial Planner who takes a holistic approach to working with his clients so they can achieve the goals they have for their lives and their finances. Starting with an [...]

David Henning2020-05-07T14:28:29+00:00