Your WealthPlan Advisors Retirement Team

Specialized corporate retirement plan experts, independent fee only consultants,

investment fiduciary and participant education specialists.

401k Advisor Firms Arizona - Wealth Plan Advisors - Scott

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

401k Advisor Firms Arizona - Wealth Plan Advisors - Todd

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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CAROLYN DYSON

 

Retirement and Investment Consultant

cdyson@wealthplanadvisor.com

 
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401k Advisor Firms Arizona - Wealth Plan Advisors - Jerry

JERRY OSTI

 

Client Relationship Consultant

josti@wealthplanadvisor.com

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CHELSEA NEWTON

 

Client Relationship Consultant

cnewton@wealthplanadvisor.com

 
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401k Advisor Firms Arizona - Wealth Plan Advisors - Brooke

BROOKE ACKERMAN

 

Sales, Marketing & Operations Associate

backerman@wealthplanadvisor.com

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

© 2020  |  7272 E. INDIAN SCHOOL RD., SUITE 103, SCOTTSDALE, AZ 85251  |  480.505.0234