Todd Schlappi has more than 21 years of retirement plan consulting experience and is well-versed in related laws and regulations. Todd leads our client service and relationship management teams. He has provided advice to many well-known companies and has helped hundreds of companies establish and administer their retirement plans.  He works closely with plan sponsors and participants, helping them collectively reach their retirement plan and investment goals.

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In addition to being a principal of the firm and managing our Lehi, Utah, Location, Todd holds the following designations: Chartered Retirement Plans Specialist (CRPS) and Accredited Fiduciary Investment Analyst (AFIA®).