Shelley Totah
Director of Client Relations @HUB International
Signup · Get unlimited contacts
WORK HISTORY
Director of Client Relations @HUB International
I have 25+ years of experience in the retirement industry. I began my career in Spokane, WA at a top tier recordkeeper. During my 12 years there, I worked with Scott Schlappi, the founder of WealthPlan Advisors. When my family moved to Arizona and I crossed paths with Scott again, I became the first official employee on the institutional team of WealthPlan Advisors. My duties have evolved right alongside the company and it has grown and continues to develop. I lead my client relationship team who is responsible for handling the day-to-day needs of WealthPlan Advisor\'s clients. I coordinate administrative needs, compliance issues and am available to promptly address the questions of our clients. I have a knack for helping people feel good about their decisions and make it a point to always be available to our clients when they need me.
EDUCATION
California State University - East Bay
BS, Criminal Justice
San Diego State University
Criminal Justice
ABOUT SHELLEY TOTAH
I have 25+ years of experience in the retirement industry. I began my career in Spokane…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.