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Senior Vice President, Retirement Plan Services; Retirement and Investment Consultant


With over 23 years of distinguished experience in retirement plan consulting, Todd Schlappi stands as a seasoned expert well-versed in the intricacies of relevant laws and regulations. As a leader within our organization, Todd spearheads our client service and relationship management teams, demonstrating his exceptional skills in advising numerous well-known companies. His extensive track record includes aiding hundreds of businesses in the establishment and administration of their retirement plans.

In his role as Senior Vice President of the firm and manager of our Lehi, Utah location, Todd plays a pivotal role in ensuring the success of our operations. He brings a wealth of knowledge and holds prestigious designations, including Chartered Retirement Plans Specialist (CRPS) and Accredited Fiduciary Investment Analyst (AFIA®). Todd's commitment extends to working closely with plan sponsors and participants, collaborating to achieve collective retirement plan and investment goals. His leadership and expertise exemplify a dedication to delivering top-tier service and guidance in the complex landscape of retirement planning.

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