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…

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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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David Martin

David Martin

What’s the next step in a career after you’ve worked at the original investment bank of the United States and managed your own hedge fund? Well, for Dave Martin, it was taking over as the Chief Investment Officer at Gainplan. You might ask, why go to a mid-size RIA…

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