YOUR WEALTHPLAN ADVISORS INSTITUTIONAL TEAM

Specialized corporate retirement plan experts, independent fee only consultants,

investment fiduciary and participant education specialists.

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SCOTT SCHLAPPI,

CEBS, CPFA, AIFA® 

Principal, Retirement and Investment Consultant

sschlappi@wealthplanadvisor.com

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CAMRYN HOLT,AIF 

 

Retirement and Investment Consultant

cholt@wealthplanadvisor.com

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TODD SCHLAPPI,

CRPS, AIFA® 

Partner, Retirement and Investment Consultant

tschlappi@wealthplanadvisor.com

 
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LORRAINE DOWNING

 

Retirement and Investment Consultant

ldowning@wealthplanadvisor.com

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HEATH FAGEN,CPFA 

Director of Operations & Retirement and Investment Consultant

hfagen@wealthplanadvisor.com

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NATHAN ANDERSON, JD

 

Retirement and Investment Consultant

nanderson@wealthplanadvisor.com

 
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JERRY OSTI

 

Client Relationship Consultant

josti@wealthplanadvisor.com

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CHELSEA NEWTON

 

Client Relationship Consultant

cnewton@wealthplanadvisor.com

 
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BROOKE ACKERMAN

 

Sales & Marketing 

Associate

backerman@wealthplanadvisor.com

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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

© 2021  |  8777 N Gainey Center Drive, Suite 201, SCOTTSDALE, AZ 85258  |  480.505.0234