Pilothouse Wealth Planning

Our Mission Statement and Values

Our Mission

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

Our Core Values

Open and Honest:

We conduct business in the clients’ best interest. We treat all 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!

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Team photo for Pilothouse Wealth Planning
Team photo for Pilothouse Wealth Planning

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Advisors

Advisor photo for Brian Caldwell

Brian Caldwell

Financial Advisor

Private Wealth Advisor
Visit Brian Caldwell's website
Advisor photo for Eric Ellis

Eric Ellis

CFP®, CRPC, CLTC®, APMA

Private Wealth Advisor

Managing Director
Visit Eric Ellis's website
Advisor photo for Michael McEntee

Michael McEntee

CFP®, BFA, CRPC

Private Wealth Advisor

Managing Director
Visit Michael McEntee's website
Advisor photo for Leilani Germain

Leilani Germain

CFP®, BFA, CRPC, APMA, CDFA®

Private Wealth Advisor

Vice President
Visit Leilani Germain's website
Advisor photo for Steve Benak

Steve Benak

Registered Practice Associate

Visit Steve Benak's website
Advisor photo for Katrina Marie Quispe

Katrina Marie Quispe

Registered Practice Associate

Visit Katrina Marie Quispe's website
Advisor photo for Scott Dion

Scott Dion

Registered Practice Associate

Visit Scott Dion's website
Advisor photo for Marianne Daubert

Marianne Daubert

Registered Practice Associate

Visit Marianne Daubert's website

Mark Balfour

Registered Practice Associate

Visit Mark Balfour's website


Team

Erin Woods

Erin Woods

Registered Client Service Associate,

Marketing Specialist
Shivam Mazumder

Shivam Mazumder

Client Service Associate,

Operations Specialist