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Meet the Team: Chad Wotton

While studying at Central Michigan University, Chad had the opportunity to intern for both Jeff Ivory and another financial services firm. Upon graduating in the spring of 2015 with a finance degree, Chad accepted a position (once again with Jeff) at Gainplan. In experiencing the difference between how Jeff operates Gainplan and the industry standard, Chad was confident he would be able to best help clients accomplish their long term goals while on Jeff’s new team. Chad’s personal expectation for perfection is the internal motor that drives each decision he makes inside and outside the office. Chad spends most of his time at Gainplan assisting Thad in preparing his clients’ cases and determining the best approach for each situation. However, Chad is currently studying for the CFP exam in March and has his sights set on an even more prominent role on the Gainplan team. Asked what he enjoys most about his job, Chad quickly responded – seeing clients accomplish their goals.

When not in the office, Chad enjoys the outdoors and the challenges that come with each new experience. During the winter, Chad will head north to the Upper Peninsula to snowmobile, ski, or play hockey; in the warmer months, he spends his weekends fishing and golfing. Speaking of outdoor excursions, Chad said that if he could dock a yacht anywhere in the world he would choose Marina di Capri, Italy. A Mediterranean port off the west coast of Italy, the marina has a vast history and provides easy access to an array of beautiful destinations and historic cultures: France, Spain, Greece, and Albania. That sounds so wonderful, especially during these winter months here in Michigan!

Check back next month to go behind the scenes with another Gainplanner!









This commentary on this website reflects the personal opinions, viewpoints and analyses of the Gainplan LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Gainplan LLC or performance returns of any Gainplan LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Gainplan LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.


Categories: Careers, CFP® Candidate, Gainplan Facts

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