With an impressive 27-year tenure in the corporate retirement plan industry, Shelley Totah has been a cornerstone of expertise and dedication. Her journey commenced in Spokane, WA, where she thrived at a top-tier recordkeeper before making a pivotal move to Arizona over 14 years ago. As the inaugural employee of WealthPlan Advisors, Shelley has played an instrumental role in shaping the company's success. Currently at the leader of the Client Relationship Consultant (CRC) team, Shelley also helps with overseeing the day-to-day needs of WealthPlan Advisors' clients. Her responsibilities encompass the seamless coordination of administrative requirements, plan changes, compliance matters, an