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…
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…
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…
Angela Trombley-Goralski is the newest Gainplanner, joining our team as the Client Services Associate. In this role she will manage 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…