Jeff Ivory

Jeff Ivory

Jeff Ivory is Gainplan’s managing partner, and he’s motivated by his desire to change the financial industry, putting clients first. Jeff brings his extensive experience in the financial field and knowledge of the industry to the table, and uses them to help Gainplan clients make better, more personalized, long-term…

Categories: Financial Planning Committee, Investment Committee, Management Committee

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…

Categories: Financial Planning Committee, Management Committee

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…

Categories: Financial Planning Committee

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…

Categories: Client Services, Financial Planning Committee

Nicole Standen

Nicole Standen

Nicole Standen is the newest Gainplanner, joining the team as Relationship Manager. 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…

Categories: Financial Planning Committee