Transparent, personal, collaborative, and determined. We are Formidable.

Rooted in our hometown of Cincinnati, we proudly serve clients nationwide. Our blend of financial expertise, Midwestern values, and commitment to long-term success resonates far beyond our local community, allowing us to deliver exceptional guidance with a personal touch, no matter where you are.

  • Will Brown
    CEO | Managing Partner

  • Adam Eagleston, CFA
    Chief Investment Officer

  • Jason Wainscott
    COO & General Counsel

  • Krysten Taylor
    CFO

  • Hank Brightwell
    Sr. Portfolio Manager

  • Jim Gaunt

    Jim Gaunt
    Sr. Portfolio Manager

  • David Henning, CFP®
    Sr. Portfolio Manager

  • Terri Connelly
    Sr. Portfolio Manager

  • Paul Massey, CFP®
    Sr. Portfolio Manager

  • Bill Romans
    Sr. Portfolio Manager

  • Ben Siefring, CFP®, ChFC®, LUTCF
    Sr. Portfolio Manager

  • Tim Begley, CFP®
    Sr. Portfolio Manager

  • David C. Nanney, CPA, PFS™
    Portfolio Manager

  • Arielle Torbeck, CFP®
    Portfolio Manager

  • Enzo Allwein
    Jr. Portfolio Manager

  • Shelley Anthony
    Research & Operations Analyst

  • Devon Berta
    Sr. Client Service Associate / Client Experience Specialist

  • Randi Yeager
    Sr. Client Service Associate

  • Tracy Germano
    Sr. Client Services Associate

  • Megan Barker

    Megan Barker
    Reception / Admin. Assistant

Schedule your complimentary discovery call so we can understand your unique financial and life goals.