Meet the team

Our Mission Statement and Values

Our Mission

We motivate people to focus on their families, goals, and dreams.

Our Vision

At Pilothouse Wealth Planning, we guide families so that they feel secure and empowered at every stage of life. By providing trusted advice, personalized strategies, and forward-looking insights, we help our clients to preserve and grow their wealth while creating lasting legacies for future generations. Our purpose is to give families the awareness to make informed decisions today and the clarity to navigate tomorrow with greater financial confidence.

Our Core Values

Open and Honest:

We conduct business in the clients’ best interest. We treat our team members with respect while being fair and candid.

Accountable:

We complete tasks and commitments to our clients and each other completely, and on time.

Caring:

We empathetically support our clients and teammates to go above and beyond to provide assistance and encouragement.

Driven:

We grow through excellence, referability, and expertise. We strive to be the best in our field and in each of our individual roles.

Well-Being:

We place importance on physical and emotional well-being. We work to create a culture that encourages this across clients and team members.

Fun:

We enjoy what we do and strive to have fun every day!