YOUR WEALTHPLAN ADVISORS INSTITUTIONAL TEAM

Specialized corporate retirement plan experts, independent fee only consultants,

investment fiduciary and participant education specialists.

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SCOTT SCHLAPPI,
CEBS, CPFA, AIFA® 
Principal, Retirement and
Investment Consultant

sschlappi@wealthplanadvisor.com

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MARY P. SCHMIDT
Vice President of New Business Development and Marketing
mschmidt@wealthplanadvisor.com

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TODD SCHLAPPI,
CRPS, AIFA® 
Partner, Retirement and
Investment Consultant

tschlappi@wealthplanadvisor.com

 
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SHELLEY TOTAH, APA, ACS 
Director of Client Relations
stotah@wealthplanadvisor.com

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HEATH FAGEN, AIF
Director of Operations New
Business Coordinator

hfagen@wealthplanadvisor.com

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CAMRYN HOLT, AIF
Retirement and Investment
Consultant

cholt@wealthplanadvisor.com

 
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NATHAN ANDERSON, JD
Retirement and Investment Consultant
nanderson@wealthplanadvisor.com

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LORRAINE DOWNING
Retirement and Investment Consultant
ldowning@wealthplanadvisor.com

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JERRY OSTI
Client Relationship Consultant
josti@wealthplanadvisor.com

 
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CHELSEA NEWTON
Client Relationship Consultant
cnewton@wealthplanadvisor.com

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CIARA SHARP HANRATTY,
 CFP®CIMA®
Investment Consultant
csharp@wealthplanadvisor.com

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PAT GAMACHE
Pension Consultant
pgamache@wealthplanadvisor.com

 
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ANNA PENROD 
Controller
apenrod@wealthplanadvisor.com

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JILL OSTI
Operations Specialist
jill.osti@wealthplanadvisor.com

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BROOKE ACKERMAN
Sales & Marketing Associate
backerman@wealthplanadvisor.com