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
SKH_7309.jpg

Scott Schlappi,

CEBS, CPFA, AIFA

SKH_7184 copy.jpg

Camryn Holt,

AIF

SKH_7260.jpg

Todd Schlappi,

CRPS, AIFA

Lorraine.jpg

Lorraine Downing,

SKH_7319_edited.jpg

Heath Fagen,

CPFA

Nate Headshot.png

Nathan Anderson, JD

SKH_7274.jpg

Shelley Totah,

APA, ACS

SKH_7267.jpg

Chelsea Newton

SKH_7282.jpg

Jerry Osti

SKH_7209.jpg

Pat Gamache

SKH_7222.jpg

Brooke Ackerman

Jill.png

Jill Osti

WEALTH MANAGEMENT TEAM

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

Rick Horton,

CEP®, AIF®

SKH_7238.jpg

Ciara Sharp Hanratty,

CFP®, CIMA®

SKH_7249.jpg

Ethan Cooper,

CFP®

SKH_7244.jpg

Carol Ann Drum

Matthew Willett.jpg

Matthew Willett

SKH_7232.jpg

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  |  8777 N Gainey Center Drive, Suite 201, SCOTTSDALE, AZ 85258  |  480.505.0234