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Meet the Team: Patrick Nalepa

While attending Hillsdale College, Patrick studied financial management, graduating in May 2016. As a senior in college, Patrick knew he wanted to venture into the personal finance sector. Once he began interviewing at different companies, he realized that there were key differences between Gainplan and the rest of the firms. Each of the alternatives wanted him to go out and sell to his family and friends in order to earn commission to put food on his table, but not Gainplan. Though he had very limited exposure to the rest of the industry, right away he knew there was something unique about this company.

Patrick knew that at Gainplan he would be part of something larger than himself, while still having a direct impact on clients and his own future. The challenge that comes with rarely knowing exactly what each day, or week, will hold is what keeps Patrick on his toes and his heart pumping. When asked the most rewarding part of his job, he answered, “Hands down, seeing clients hit their goals – whether it is sending a child to college, taking their entire family on a cruise, or retiring early, seeing the client’s face light up makes everything worth it.”

Personal finance is not Patrick’s only passion. He is an ardent golfer and even had the opportunity to play in college. When we asked him what he would be doing for a living if not able to work in the personal finance industry – with little hesitation – Patrick said, “I would give being a club professional or tour caddie a shot. There is just something about a game that is impossible to perfect, and only slightly less difficult to master.”


Check back next month to learn more about the next Gainplan team member!



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.

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