The Team

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

Tim Begley

2021-05-11T05:22:26+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 Begley2021-05-11T05:22:26+00:00

Danielle Dailey

2021-05-11T05:24:02+00:00

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

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

Hank Brightwell

2021-05-11T05:18:57+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 Brightwell2021-05-11T05:18:57+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

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