Wayne Bell-Warren

Wayne Bell-Warren

On a team of motivated individuals, dedicated to doing things the right way, Wayne Bell-Warren is our head coach. Throughout his career, Wayne has seen many firms make the promise of putting clients first but never following through. From witnessing Gainplan’s mission of establishing trust and always acting in the…

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Thad Schlaud

Thad Schlaud

In an industry characterized by egocentric motives, Thad Schlaud represents everything a financial advisor should be. While Thad didn’t start his career in financial planning, he has always worked with people and their money. Early on, he realized that no matter how much money people made or how much they…

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Chad Wotton

Chad Wotton

A dependable workhorse, Chad is a perfectionist in every sense of the word. Chad spent his early college years interning for Jeff and he understands the problems investors face when looking for a financial professional. After graduating from Central Michigan in 2015, he joined the team as a full-time Analyst…

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Nicole Standen

Nicole Standen

Nicole’s passion is helping others to achieve their financial goals, and cheering them on along the way. Nicole initially went to college for corporate finance, but during an internship found that there is much more satisfaction in helping others, and continued her career in personal finance. Aside from cheering on…

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Patrick Nalepa

Patrick Nalepa

Patrick is excited to be reunited with the Gainplan team! Patrick’s drive to achieve the best results for his clients has never been higher. As he rejoins the team as a relationship manager, he is looking forward to working with new and existing clients to enable them to accomplish their…

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Kip Mrkva

Kip Mrkva

Kip Mrkva is the newest member of the Gainplan team. He joins here following a 20-year tenure at LPL Financial. And even before that, Kip had a successful career as a dentist. Always about the client, he loves the RIA mandate of always acting as a fiduciary and putting the client’s…

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Angela Trombley-Goralski

Angela Trombley-Goralski

Angela Trombley-Goralski has joined our team as the Client Services Associate. In this role she manages the entire office and will likely be the first voice you hear when you call in or visit our office. Angela has a positive attitude and a diverse background in cheer, dance, and gymnastics…

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Cassandra Sohn

Cassandra Sohn

Cassie comes from a diverse background in Sales, Customer Service, Ecommerce, Social Media Management, and more. Her vast experience across different fields have taught her the importance of leadership, growth, teamwork, and a healthy work culture. She has true multidimensionality. After graduating college in 2010, Cassie started on an…

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