top of page
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
Todd Schlappi
CRPS, AIFA
Camryn Holt
AIF
Nathan Anderson
JD
Heath Fagen
AIF
Jerry Osti
Shelley Totah
APA, ACS
Chelsea Newton
Lorraine Downing
Pat Gamache

Anna Penrod
Jill Osti
WEALTH MANAGEMENT TEAM
Financial Planning, Wealth Management and Retirement Income Management
Matthew Willett
Sonya Spagnola
bottom of page