Devon Berta

CLIENT SERVICE ASSOCIATE / CLIENT EXPERIENCE SPECIALIST

Action-driven and diligent, Devon serves as a Client Service Associate at Formidable. Working closely with both the advisors and clients, she is dedicated to delivering excellence in helping clients open new accounts, resolve issues, and achieve their financial goals.

Coming from an artistic background, Devon is a former professional ballet dancer, graduating from the University of Cincinnati’s College-Conservatory of Music. As a lifelong learner, Devon enjoys taking on challenges and appreciates any opportunity to try something new. She has experience in various industries such as hospitality and events, the performing arts, non-profits, and finance.

Also serving as the firm’s Client Experience Specialist, she brings forth and offers her unique creativity and passion for connection overseeing the corporate gifting, client appreciation initiatives, and client relationship experiences. In her free time, Devon enjoys hanging out with her family, cooking, or anything creative. And when she is not spending her time in nature, she most likely can be found attempting a DIY project or buying just one more plant.

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“Having a new family of my own, I understand how important it is to protect and secure a good future. So, it’s my intent to help others get to where they need to succeed in their goals.”

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