With an impressive 27-year tenure in the corporate retirement plan industry, Shelley Totah has been a cornerstone of expertise and dedication. Her journey commenced in Spokane, WA, where she thrived at a top-tier recordkeeper before making a pivotal move to Arizona over 14 years ago. As the inaugural employee of WealthPlan Advisors, Shelley has played an instrumental role in shaping the company's success.

 

Currently at the leader of the Client Relationship Consultant (CRC) team, Shelley also helps with overseeing the day-to-day needs of WealthPlan Advisors' clients. Her responsibilities encompass the seamless coordination of administrative requirements, plan changes, compliance matters, and transitions. Prompt and responsive, Shelley is readily available to address any client inquiries, leveraging her extensive experience, unwavering dedication, and in-depth industry knowledge.

 

Shelley's invaluable contributions have positioned her as a tremendous asset within the WealthPlan Advisors family. Testimonials from clients underscore her indispensable role, with many expressing that they cannot imagine navigating the intricacies of their financial journey without her guidance. Shelley Totah stands as a beacon of excellence, embodying the core values that define WealthPlan Advisors' commitment to unparalleled client service