The Team

Adam Eagleston


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

Tim Begley


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 Begley2021-05-11T05:22:26+00:00

Danielle Dailey


Danielle Dailey Research and Process Analyst Danielle is a Research and Process Analyst with experience in client-facing finance, strategy, and operations. Danielle began her career in business consulting with a Big 4 public accounting firm. Before joining Formidable, she contributed to strategic process initiatives as a Finance and Operations Analyst for financial [...]

Danielle Dailey2021-05-11T05:24:02+00:00

Chelsea Weller


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

Hank Brightwell


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 Brightwell2021-05-11T05:18:57+00:00

Jacob Fry


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

Tom Moore


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