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SCOTTSDALE CORPORATE OFFICE
480-505-0234
YOUR WEALTHPLAN ADVISORS INSTITUTIONAL TEAM
Specialized corporate retirement plan experts, independent fee only consultants,
investment fiduciary and participant education specialists.
SCOTT SCHLAPPI,
CEBS, CPFA, AIFA®
Principal, Retirement and
Investment Consultant
sschlappi@wealthplanadvisor.com
TODD SCHLAPPI,
CRPS, AIFA®
Partner, Retirement and
Investment Consultant
tschlappi@wealthplanadvisor.com
SHELLEY TOTAH, APA, ACS
Director of Client Relations
stotah@wealthplanadvisor.com
Anchor 1
HEATH FAGEN, AIF
Director of Operations New
Business Coordinator
hfagen@wealthplanadvisor.com
CAMRYN HOLT, AIF
Retirement and Investment
Consultant
cholt@wealthplanadvisor.com
NATHAN ANDERSON, JD
Retirement and Investment Consultant
nanderson@wealthplanadvisor.com
Anchor 2
LORRAINE DOWNING
Retirement and Investment Consultant
ldowning@wealthplanadvisor.com
JERRY OSTI
Client Relationship Consultant
josti@wealthplanadvisor.com
CHELSEA NEWTON
Client Relationship Consultant
cnewton@wealthplanadvisor.com
Anchor 3
PAT GAMACHE
Pension Consultant
pgamache@wealthplanadvisor.com
ANNA PENROD
Controller
apenrod@wealthplanadvisor.com
Anchor 4
JILL OSTI
Operations Specialist
jill.osti@wealthplanadvisor.com
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