Devon Berta CLIENT SERVICE ASSOCIATE / CLIENT EXPERIENCE SPECIALIST Devon is a Client Service Associate licensed in Life and Health insurance and has been with Formidable since 2016. She enjoys meeting people of all different backgrounds and industries. Working closely with every financial advisor at the firm and their clients, she serves as a [...]
David Henning, CFP® SR. PORTFOLIO MANAGER David is a Senior Portfolio Manager with 28 years of experience in financial planning. He is a CERTIFIED FINANCIAL PLANNER® who takes a holistic approach to working with his clients so they can achieve the goals they have for their lives and their finances. Starting with an [...]
Adam Eagleston, CFA Chief Investment Officer Adam Eagleston, CFA, is the Chief Investment Officer for Formidable with over 25 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, he [...]
Tim Begley, CFP® SR. PORTFOLIO MANAGER Tim is a Senior Portfolio Manager with 17 years of experience in partnering with individuals, families, and small business owners to create financial plans that are tailored to the specific needs and preferences of each client. Tim takes a comprehensive approach to planning - taking the time to [...]
Shelley Anthony RESEARCH & OPERATIONS ANALYST Shelley has an extensive background in research and operations and brings excellent research and analytical skills to the team at Formidable. Originally from Springfield, Ohio—Shelley has lived and worked around the world for over 25 years as a researcher and marine biologist in such places as the [...]
Hank Brightwell SR. PORTFOLIO MANAGER Hank is a Senior Portfolio Manager with over 30 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 [...]
Carlo Bronzie Advisor Trainee Carlo is a student at the University of Cincinnati, working towards degrees in Finance and Economics. A native of Cincinnati and an alumnus of Walnut Hills High School, Carlo is pursuing a career in wealth management, driven by his interests in learning and helping others. At UC, Carlo co-founded [...]
Enzo Allwein JR. PORTFOLIO MANAGER Enzo joined the Formidable team in 2022, working with the research team before coming on full-time in 2023 as a Junior Portfolio Manager after graduating from the University of Cincinnati. At UC, Enzo earned his Bachelor of Finance with a concentration in Financial Planning and was actively involved in [...]
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 [...]
COMPREHENSIVE INVESTING Young Professionals While most of us live a day-to-day lifestyle, retirement planning should be a top priority, no matter how old you are. The more you can save for retirement, the better your chances of retiring comfortably. So here are a few things to look for as you get started. Set [...]
