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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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Todd Schlappi

CRPS, AIFA

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Nathan Anderson

JD, CPFA

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Angela Talbot, CPFA

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Heath Fagen

AIF

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Jerry Osti

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Shelley Totah

APA, ACS, CPFA

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Chelsea Newton

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Lorraine Downing

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Nate Schlappi, CPFA

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Isa Totah, CPFA

WEALTH MANAGEMENT TEAM

Financial Planning, Wealth Management and Retirement Income Management
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Rick Horton

CEP®, AIF®

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Ciara Sharp Hanratty

CFP®, CIMA®

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Denise Ragona

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Jennifer West

CONTACT US

ARIZONA | UTAH | MISSOURI | TENNESSEE

Scottsdale Corporate Office

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Gainey Ranch Corporate Center

8777 N Gainey Center Drive 

Suite 201

Scottsdale, AZ 85258

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Tel: 480-505-0234

Fax: 480-505-0239

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© 2021  |  8777 N Gainey Center Drive, Suite 201, SCOTTSDALE, AZ 85258  |  480.505.0234

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