As Formidable Asset Management’s Office Administrator, 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 advisers, preparing communications, coordinating events, and serving as the go-to team member.
Devon is dedicated to serving clients in a positive and thorough manner and ensuring their satisfaction. She enjoys working closely with clients, getting to know them, and helping them navigate the firm’s resources.
Devon is relatively new to the financial services field and was trained in ballet, earning a Bachelor of Fine Arts degree from the College-Conservatory of Music at the University of Cincinnati and dancing with a professional ballet company for a time.
She considers herself a lifelong learner, and has a goal of continuing to take in and learn from the advisors and others at the firm so she can better serve its clients.
Devon is a new mother and she and her husband, Joseph, live with their baby daughter in Anderson Township.