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…
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…
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…
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…
With operations and financial experience ranging from small to corporate scale, Randy Bonam has seen how things are done at every level of the industry. Randy brings years of experience, wisdom and understanding to the office as Director of Operations. Well-versed in finance, but the first to crack a joke…