WealthPlan Advisors Investment & retirement plan consulting
Your retirement plan is more than a program, approach or process. It's a partnership. The WealthPlan Advisors team is your partner - we're ready, willing and able to do the hard work necessary to make your retirement plan successful.
WealthPlan Advisors lives and breathes retirement - so you don't have to.
EXPERIENCED - with more than 100 retirement clients, 20,000 participants and more than $1 billion in assets under advisement, we've seen it all. We serve our clients with independence, not bound by conflicts of interest.
KNOWLEDGEABLE - as one of the top 100 independent Registered Investment Advisors (RIAs) in the United States, we're immersed in all aspects of retirement and financial services, and serve as a fiduciary for our clients.
PASSIONATE - with a team average of 16 years of experience, we understand retirement plans are more than proposals and spreadsheets. We know how t help you navigate our role as plan sponsor and we love what we do, providing unprecedented personal service to you and your participants.
OUR GOAL: Your retirement plan is successful, cost-effective and does what it should. We know what needs to be done to reach these goals, AND WE DO IT.
YOUR RETIREMENT TEAM:
TODD SCHLAPPI has more than 14 yeas of retirement plan consulting experience and is well-versed in related laws and regulations. Todd leads our client service and relationship management teams. He has provided advice to may well-known companies and has helped hundreds of companies establish and administer their retirement plans. Todd has focused his entire working career on providing retirement plan consulting. He works closely with plan sponsors and participants, helping them collectively reach their retirement plan and investment goals.
CAMRYN HOLT has been working with retirement plans since 2002. She has expertise working with many private and publicly traded companies. When it comes to retirement planning, most clients are busy with their real lives. Camryn's goal is to make their quarterly meetings interesting, engaging and worth their time. She is best known for listening, understanding, honesty, straight-talk and problem solving no matter how large or small the issue. Camryn has helped clients with multiple solutions from governance training to using their current technology to find creative ways to design education campaigns, creative plan design and investment discussions.
PATRICIA DUARTE has nearly 10 years in the industry and has been committed to driving positive outcomes with plan fiduciaries by helping them meet and exceed their ERISA fiduciary responsibilities. During her career, she has worked extensively with 401(k)s, 403(b)s, defined benefit plans, ESOPs and enjoys the challenge of helping solve both plan level issues, as well as, participant educational concerns. She has conducted hundreds of employee workshops in English and Spanish ad has had a major role in helping clients customize their education programs for participants.
SHELLEY TOTAH has 17 years of industry experience and handles the day-to-day needs of our clients. She coordinates administrative and operational plan services and is available to promptly address questions from our clients. Shelley's experience, dedication and industry knowledge makes her a tremendous asset to our clients.
SCOTT SCHLAPPI has been in the retirement plan and investment business throughout his entire career of 27-plus years. He is best known for his knowledge of Qualified Retirement Plans offered by corporations, governments and nonprofit organizations. Scott has spent his career helping these organizations establish, monitor and improve their retirement plans. He is well-known among ERISA councils, the governing bodies that regulate retirement plans.
SALLY JOHSON has been in the financial services industry for nearly 16 years and working specifically on retirement plans since 2001. She leads all sales, marketing and new business efforts to help potential clients build an effective retirement plan. Sally is also responsible for promoting and protecting our brand as a premier investment and retirement plan-consulting firm. Prior to joining WPA, she led various sales and marketing roles a the Principal Financial Group*.
CIARA SHARP HANRATTY has been with WealthPlan Advisors since 2011. She is instrumental in creating and implementing educational programs for our clients and their participants. She specializes in investment analysis and constructing portfolios and holds a Master of Business Administration and a Bachelor of Science in Finance from Arizona State University. She is a registered investment advisor representative.
WealthPlanAdvisor.com
Arizona | Nevada | Utah