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

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…

Categories: Investment Committee, Management Committee