Get to Know Gainplan: Fun Facts About Our Team

At Gainplan, we take pride in our talented team and the tools we provide to make financial planning easier for our clients. Here are some interesting facts about our firm that you may not know!

A Team of Certified Experts

Our team is committed to excellence, and we are proud to have multiple Certified Financial Planner™ professionals on staff, including Jeffrey Ivory, Thaddeus Schlaud, Chad Wotton, and Nicole Standen. Their expertise ensures that our clients receive top-tier financial guidance tailored to their unique needs.

Innovation and Accessibility for Clients

We prioritize convenience for our clients by utilizing technology to streamline the financial planning process:

• Orion is our preferred tool for tracking investment performance.

• Most Fidelity account paperwork and Gainplan agreements can now be signed electronically.

• We have introduced a new scheduling software that allows clients to book meetings in real-time through an email link.

• WebEx meetings are available for those who cannot commute to the office.

• If you have trouble logging in, your relationship manager is always happy to help.

The People Behind Gainplan

Beyond our financial expertise, we’re a team with unique personalities and interests:

• Gainplan employees collectively have 16 children.

• Our Chief Investment Officer, Dave Martin, has several pet tarantulas!

• All employees have the flexibility to work remotely.

• We proudly serve clients across the country, providing financial guidance wherever they are.

Did you know all of these Gainplan facts? Keep an eye out for more fun insights in next month’s blog!