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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Mary P. Schmidt

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Todd Schlappi

CRPS, AIFA

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Camryn Holt

AIF

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Nathan Anderson

JD

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Heath Fagen

AIF

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Jerry Osti

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Shelley Totah

APA, ACS

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Chelsea Newton

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Lorraine Downing

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Pat Gamache

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Anna Penrod

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Brooke Ackerman

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Jill Osti

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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Ethan Cooper

CFP®

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Matthew Willett

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Sonya Spagnola