HOME
WEALTH MANAGEMENT
INSTITUTIONAL

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
MDP_20210927_0407 SMALL.jpg

Scott Schlappi

CEBS, CPFA, AIFA

MDP_20210927_0223 SMALL.jpg

Mary P. Schmidt

MDP_20210927_0511 SMALL.jpg

Todd Schlappi

CRPS, AIFA

MDP_20210927_0278 SMALL.jpg

Camryn Holt

AIF

MDP_20210927_0717 SMALL.jpg

Nathan Anderson

JD

MDP_20210927_0602 SMALL.jpg

Heath Fagen

AIF

WPA_2021_Jerry SMALL.jpg

Jerry Osti

MDP_20210927_0303-2 SMALL.jpg

Shelley Totah

APA, ACS

MDP_20210927_0333 SMALL.jpg

Chelsea Newton

MDP_20210927_0617 SMALL.jpg

Lorraine Downing

WPA_2021_Pat SMALL.jpg

Pat Gamache

MDP_20210927_0773 SMALL.jpg

Anna Penrod

MDP_20210927_0456 SMALL.jpg

Brooke Ackerman

WPA_2021_Jill.jpg

Jill Osti

WEALTH MANAGEMENT TEAM

Financial Planning, Wealth Management and Retirement Income Management
MDP_20210927_0953 SMALL.jpg

Rick Horton

CEP®, AIF®

MDP_20210927_0172 SMALL.jpg

Ciara Sharp Hanratty

CFP®, CIMA®

MDP_20210927_0992 SMALL.jpg

Ethan Cooper

CFP®

MDP_20210927_0888 SMALL.jpg

Matthew Willett

MDP_20210927_0817 SMALL.jpg

Sonya Spagnola

IMG_0607 MEDIUM.jpg

Kathy Larson