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Director of Client Relations


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Shelley Totah has 23 years of experience in the corporate retirement plan industry. She began her career in Spokane, WA at a top tier recordkeeper. She became the first employee of WealthPlan Advisors after moving to Arizona over eleven years ago. 

Shelley leads her client relationship consultant (CRC) team, who are responsible for handling the day-to-day needs of the clients of WealthPlan Advisors. She coordinates administrative needs, plan changes, compliance issues and transitions and is available to promptly address any client questions. Shelley’s experience, dedication and industry knowledge make her a tremendous asset to the WealthPlan Advisors family. Many of the clients of WealthPlan Advisors have said that they cannot live without her.

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