The Team

Chelsea Weller

2024-01-04T19:38:14+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 Weller2024-01-04T19:38:14+00:00

Shelley Anthony

2024-01-04T19:36:30+00:00

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 [...]

Shelley Anthony2024-01-04T19:36:30+00:00

Hank Brightwell

2024-01-04T19:30:58+00:00

Hank Brightwell SR. PORTFOLIO MANAGER Hank is a Senior Portfolio Manager with 27 years of experience in the financial management business. He takes a comprehensive approach to wealth management, beginning with in-depth planning that takes a broad view of his client’s financial picture. That includes trust and estate planning, and meeting with [...]

Hank Brightwell2024-01-04T19:30:58+00:00

Enzo Allwein

2024-01-04T19:37:25+00:00

Enzo Allwein JUNIOR 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 [...]

Enzo Allwein2024-01-04T19:37:25+00:00

Pam Dickman

2024-02-24T18:43:19+00:00

Pam Dickman RECEPTIONIST & ADMINISTRATIVE ASSISTANT Pam is a Cincinnati native, having grown up in Loveland and now residing in Oakley. Pam is a Xavier university graduate earning a BA in International Business. Pam has worked in the financial services sector since 2022, having previously worked in commercial real estate in Denver, CO. In [...]

Pam Dickman2024-02-24T18:43:19+00:00

Tom Moore

2024-01-04T19:39:09+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 Moore2024-01-04T19:39:09+00:00