ENTIRE TEAM | WealthPlan Advisors

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SCOTTSDALE CORPORATE OFFICE

480-505-0234

WEALTH MANAGEMENT

YOUR WEALTHPLAN ADVISORS RETIREMENT TEAMS

Retirement plan experts, fee-only consultants and investment fiduciaries.

We work solely for the best interest of our clients.

INSTITUTIONAL TEAM

401(k), 403(b), Defined Benefit, ESOP and Non-Qualified Plans

Scott Schlappi,

CEBS, CPFA, AIFA

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Camryn Holt,

AIF

Todd Schlappi,

CRPS, AIFA

Lorraine Downing,

Heath Fagen,

AIF

Nathan Anderson, JD

Shelley Totah,

APA, ACS

Chelsea Newton

Jerry Osti

Pat Gamache

Brooke Ackerman

Jill Osti

WEALTH MANAGEMENT TEAM

Financial Planning, Wealth Management and Retirement Income Management

Scottsdale Advisors - Wealth Plan Advisors - Rick

Rick Horton,

CEP®, AIF®

Ciara Sharp Hanratty,

CFP®, CIMA®

Ethan Cooper,

CFP®

Carol Ann Drum

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Matthew Willett

Sonya Spagnola

Courtney Myrick