Specialized corporate retirement plan experts, independent fee only consultants,
investment fiduciary and participant education specialists.
Your WealthPlan Advisors
Retirement Team
Camryn Holt,AIF
Retirement and Investment Consultant
Lorraine Downing
Retirement and Investment Consultant
Ciara Sharp Hanratty,CFP ®
Investment Consultant
Jerry Osti
Client Relationship Consultant
Chelsea Newton
Client Relationship Consultant
Brooke Ackerman
Sales and Marketing Associate & Operations Specialist
Monte McRae
IT Lead and Operations Specialist
CONTACT US
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