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
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Scott Schlappi,

CEBS, CPFA, AIFA

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Camryn Holt,

AIF

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Todd Schlappi,

CRPS, AIFA

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Lorraine Downing,

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Heath Fagen,

CPFA

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Nathan Anderson

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Shelley Totah,

APA, ACS

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Chelsea Newton

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Jerry Osti

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Jill Osti

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Pat Gamache

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Brooke Ackerman

WEALTH MANAGEMENT TEAM

Financial Planning, Wealth Management and Retirement Income Management
Scottsdale Advisors - Wealth Plan Advisors - Rick

Rick Horton,

CEP®, AIF®

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Ciara Sharp Hanratty,

CFP®, CIMA®

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Ethan Cooper,

CFP®

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Carol Ann Drum

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Matthew Willett

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Sonya Spagnola

Courtney Myrick​

CONTACT US

ARIZONA | UTAH | MISSOURI | TENNESSEE

Scottsdale Corporate Office

at the Scottsdale Financial Center III

 

7272 E. Indian School Rd. 

Suite 103

Scottsdale, AZ 85251

 

Tel: 480-505-0234

Fax: 480-505-0239

© 2021  |  7272 E. INDIAN SCHOOL RD., SUITE 103, SCOTTSDALE, AZ 85251  |  480.505.0234