SCOTT SCHLAPPI,

CEBS, CPFA, AIFA® 

​

Principal, Retirement and Investment Consultant

sschlappi@wealthplanadvisor.com

CAMRYN HOLT,AIF 

​

Retirement and Investment Consultant

cholt@wealthplanadvisor.com

TODD SCHLAPPI,

CRPS, AIFA® 

​

Partner, Retirement and Investment Consultant

tschlappi@wealthplanadvisor.com

LORRAINE DOWNING

Retirement and Investment Consultant

ldowning@wealthplanadvisor.com

HEATH FAGEN,AIF 

Director of Operations & Retirement and Investment Consultant
hfagen@wealthplanadvisor.com

NATHAN ANDERSON, JD

Retirement and Investment Consultant

nanderson@wealthplanadvisor.com

SHELLEY TOTAH, 

APA, ACS

Director of Client Relations

stotah@wealthplanadvisor.com

JERRY OSTI

Client Relationship Consultant

josti@wealthplanadvisor.com

CHELSEA NEWTON

Client Relationship Consultant

cnewton@wealthplanadvisor.com

CIARA SHARP HANRATTY,

 CFP®, CIMA®

Investment Consultant

csharp@wealthplanadvisor.com

PAT GAMACHE

​

Pension Consultant

pgamache@wealthplanadvisor.com

BROOKE ACKERMAN

Sales & Marketing 

Associate

backerman@wealthplanadvisor.com

JILL OSTI

Operations Specialist

jill.osti@wealthplanadvisor.com