Will is the managing partner and chief executive officer of Formidable Asset Management, and founded the firm in 2013.
He has nearly 25 years of experience in the financial management industry, having previously worked for a large retail brokerage.
A life-changing event more than 12 years ago set Will on the path of founding his own firm in order to make a difference in the world of pediatric cancer research.
It was this mission that drove him to create the firm with the purpose of building financial portfolios for individuals and institutions to create and preserve wealth. Under Will’s management, Formidable’s team has more than doubled the value of assets it manages.
Will has served on the Cincinnati Mayor’s Task Force on Immigration and is a board member of Joey, a startup, and on the board of marketing and branding agency Altabos. He’s a former president and board member of the Mount Lookout Community Council.
He holds a bachelor of science degree from the University of Cincinnati. He and his wife, Karen, live in Mount Lookout with their three children.
“What I want to accomplish is for the clients, the staff and the advisers to all feel equally engaged and cared for.”
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