Director of Client Relations

stotah@wealthplanadvisor.com

SHELLEY TOTAH, APA, ACS

Shelley Totah, APA, ACS has 23 years of experience in the retirement industry. She began her career in Spokane, WA at a top tier recordkeeper. During her 12 years there, she worked with Scott Schlappi and their shared clients. In July 2009, Shelley and her family moved from Washington to Arizona. As she crossed paths with Scott again in Arizona while he was starting WealthPlan Advisors with his brother, she became the first official employee on the institutional team. Her duties have evolved right alongside WealthPlan Advisors as it has grown and continues to develop.

 

Shelley leads her client relationship team, who are responsible for handling the day-to-day needs of WealthPlan Advisor’s clients. She coordinates administrative needs, compliance issues and is available to promptly address the questions of our clients. Shelley can solve any client service issues that may arise as our clients have said that they can’t live without her. She has fulfilled her knack for helping people during her entire career through customer service and helping people feel good in what they are doing. Shelley’s experience, dedication and industry knowledge make her a tremendous asset to The WealthPlan Advisors family and our clients.

CONTACT US

ARIZONA  |  UTAH  |  MISSOURI  |  TENNESSEE

Scottsdale Corporate Office

at the Scottsdale Financial Center III

 

7272 E. Indian School Rd. 

Suite 103

Scottsdale, AZ 85251

 

Tel: 480-505-0234

Fax: 480-505-0239

© 2020  |  7272 E. INDIAN SCHOOL RD., SUITE 103, SCOTTSDALE, AZ 85251  |  480.505.0234